Would-be rivals missing in action as Apple’s revolutionary iPad defines and dominates market

Apple Online Store“Launched in April, the iPad is still racking up impressive sales numbers with 2010 shipments expected to be more than 10 million,” Brooke Crothers reports for CNET. “Yet nothing has emerged from the Intel camp of computer makers, comprised of some of the largest computer companies in the world.”

MacDailyNews Take: Because, as always, Apple leads and the followers follow, often at a great distance.

Crothers continues, “And Intel’s view of the tablet is still relatively indifferent. In a CNET interview, Executive Vice President David Perlmutter called the tablet “a wonderful companion device” then added, ‘but we’re not talking specifically (about tablets) because we want to be talking when something is shipping.’ In other words, there’s nothing really to speak of yet.”

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Crothers reports, “And Intel Chief Executive Paul Otellini has downplayed tablets consistently. Speaking at the company’s investor meeting in May, Otellini said: ‘On the scale of the PC industry, they’re relatively insignificant.’ I don’t think Apple would agree with that assessment.”

MacDailyNews Take: Fear. Intel’s processors cannot compete with Apple’s A4. How are those netbook and other Windows PC sales going, Paulie? ‘Tis a good thing you got into the Mac when you did.

Read more in the full article here.

MacDailyNews Take: This time, to the innovator goes the spoils. As it should be.

33 Comments

  1. Intel has no A4 like low powered cpu. Can’t these people see how far behind they all are in chips and OS.

    Think about Apple’s CPU chip transitions.
    • 6800 series
    • PowerPC
    • Intel
    • A4 chip (An in house PA Semiconductor chip design)

    When Motorola and IBM could not develop the low power PowerPC, Apple jumped to Intel. Steve Jobs would not get burned again. So Apple bought PA Semiconductor and controls their future.

    Then there is the iOS and supporting Apple team and millions of apps. Remember when Apple lacked the software and they were pushed down to be a niche computer company going nowhere.

    THERE CAN BE NO iPAD KILLERS FOR YEARS NOW!

  2. I would imagine they ran the numbers they might make on each iPad, the cost of the infrastructure needed to create a store, the cost of supporting Windows or Nokia and the numbers came up red.

    Depending on Microsoft or Google is not an encouraging choice.

  3. Apple moved the Mac to Intel for exactly this reason. They could see power consumption and heat would be the critical factors in the types of form-factors they wanted to pursue.

    Intel let them down. They just didn’t aggressively develop a powerful, low-power/low-heat option.

    I have no doubt the tablet market would have been Intel’s if they had played it right. Instead Apple’s flexible approach allowed them to completely reinvent their future platforms, with the support of tens of thousands of iPhone App developers backing the move.

  4. Steve Ballmer’s (and his “yes” men’s) folly is quelching real innovative ideas within Microsoft (for as long as it takes).

    Leaving the field wide open for Steve Jobs and Apple.

    I love the fact a talentless boob like Ballmer can be misguidedly allowed to keep a company down like he does. Like losing Boeing, someday the Pacific Northwest will lose a bankrupt Microsoft. Cupertino though will be thriving.

  5. … but Apple is still “… a niche computer company …”. I don’t have a problem with that. The Mac “niche” is “the profitable sector of the market”, same with the iPhone and the various iPods. Can’t say the same about the iPad, though … don’t they own over 90% of their market? Even if you include e-readers in that market?
    O.T.: There are two (?) WIntel providers selling more PCs than Apple – in the US. There are at least five doing so world-wide. And they have been scratching their heads over their tablet/netbook offerings for a couple of years. Why have they yet to offer something akin to a competitive model? It can’t be because this was a surprise! Can it?

  6. … but Apple is still “… a niche computer company …”. I don’t have a problem with that. The Mac “niche” is “the profitable sector of the market”, same with the iPhone and the various iPods. Can’t say the same about the iPad, though … don’t they own over 90% of their market? Even if you include e-readers in that market?
    O.T.: There are two (?) WIntel providers selling more PCs than Apple – in the US. There are at least five doing so world-wide. And they have been scratching their heads over their tablet/netbook offerings for a couple of years. Why have they yet to offer something akin to a competitive model? It can’t be because this was a surprise! Can it?

  7. … but Apple is still “… a niche computer company …”. I don’t have a problem with that. The Mac “niche” is “the profitable sector of the market”, same with the iPhone and the various iPods. Can’t say the same about the iPad, though … don’t they own over 90% of their market? Even if you include e-readers in that market?
    O.T.: There are two (?) WIntel providers selling more PCs than Apple – in the US. There are at least five doing so world-wide. And they have been scratching their heads over their tablet/netbook offerings for a couple of years. Why have they yet to offer something akin to a competitive model? It can’t be because this was a surprise! Can it?

  8. … but Apple is still “… a niche computer company …”. I don’t have a problem with that. The Mac “niche” is “the profitable sector of the market”, same with the iPhone and the various iPods. Can’t say the same about the iPad, though … don’t they own over 90% of their market? Even if you include e-readers in that market?
    O.T.: There are two (?) WIntel providers selling more PCs than Apple – in the US. There are at least five doing so world-wide. And they have been scratching their heads over their tablet/netbook offerings for a couple of years. Why have they yet to offer something akin to a competitive model? It can’t be because this was a surprise! Can it?

  9. … but Apple is still “… a niche computer company …”. I don’t have a problem with that. The Mac “niche” is “the profitable sector of the market”, same with the iPhone and the various iPods. Can’t say the same about the iPad, though … don’t they own over 90% of their market? Even if you include e-readers in that market?
    O.T.: There are two (?) WIntel providers selling more PCs than Apple – in the US. There are at least five doing so world-wide. And they have been scratching their heads over their tablet/netbook offerings for a couple of years. Why have they yet to offer something akin to a competitive model? It can’t be because this was a surprise! Can it?

  10. … but Apple is still “… a niche computer company …”. I don’t have a problem with that. The Mac “niche” is “the profitable sector of the market”, same with the iPhone and the various iPods. Can’t say the same about the iPad, though … don’t they own over 90% of their market? Even if you include e-readers in that market?
    O.T.: There are two (?) WIntel providers selling more PCs than Apple – in the US. There are at least five doing so world-wide. And they have been scratching their heads over their tablet/netbook offerings for a couple of years. Why have they yet to offer something akin to a competitive model? It can’t be because this was a surprise! Can it?

  11. … but Apple is still “… a niche computer company …”. I don’t have a problem with that. The Mac “niche” is “the profitable sector of the market”, same with the iPhone and the various iPods. Can’t say the same about the iPad, though … don’t they own over 90% of their market? Even if you include e-readers in that market?
    O.T.: There are two (?) WIntel providers selling more PCs than Apple – in the US. There are at least five doing so world-wide. And they have been scratching their heads over their tablet/netbook offerings for a couple of years. Why have they yet to offer something akin to a competitive model? It can’t be because this was a surprise! Can it?

  12. A few weeks back there was a window poster in Carphone Warehouse announcing the Dell Streak was coming soon.

    I went in there today and asked if they had one. Not on display I was told. The one they was in the safe. So I stood there and one of the staff asked if I wanted to see it. I politely declined.

  13. From early 2007 onward it was plainly OBVIOUS what the world of average every day ‘communication-computing’ would involve and it was small, efficient, light touch devices.

    Steve recognized this as he was bringing Unix to the Mac with the insistence of scalable systems (display resolutions, input devices, network interfaces) and options included in the developer kit programming tools.

    Few people seemed to recognize it until 2007, and it seems even fewer have been willing to put the funds in to compete with Apple since 2007.

    The 3+ year delay by competitors makes me wonder now if those other companies like HP & Microsoft can make the transition, because they haven’t built the cohesive infrastructure of a complete integrated “variable size” OS.

  14. The iPad is going to dominate the slate market just like the iPod dominated the mp3-player market. Only this time Apple already has the apps, music, movies, SDK, peripherals, iAds, e-books, podcasts and retail network in place.

    Think about it. When the iPod was introduced, the iTMS didn’t even exist and the 1st gen iPod was pretty expensive compared to mp3 players at the time. The first gen iPad is VERY competitively priced to other slates–if you can find them.

    Compared to the iPod, the iPad was born with a silver spoon in it’s proverbial mouth.

  15. @ Burrell
    “The 3+ year delay by competitors makes me wonder now if those other companies like HP & Microsoft can make the transition, because they haven’t built the cohesive infrastructure of a complete integrated “variable size” OS.”

    That’s really the crux of it. Apple had the guts (and the technical wherewithal) to start over, from the ground up, with OS X. Now it’s got the most refined and modern OS on the market, and it’s proving that with the customizability and scalability of iOS.
    Windows, on the other hand, is still enslaved but MS’s scattershot approach of pushing a bunch of unrelated codebases that will never be compatible. Want a mobile phone? Start over. Want a tablet? Start over. But they never *really* start over, they just try to cram one paradigm into another, branching off into yet another dead end. If they could really start from the ground up, with a singular vision, they might have something.
    Until that happens (not holding my breath) then no one will be as agile as Apple.

  16. C1 is dead on

    I don’t understand why Microsoft didn’t start with “ground up” team on a new OS after XP. They have only had 8 years to develop it. Instead they build on the same old weak foundation. Oh well, everyone can’t have Steve Jobs as the CEO.

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