Analyst: Apple’s iPad lead is ‘overwhelming’

“Deutsche Bank’s Chris Whitmore has surveyed the tablet computer scene and concluded that things do not look good for the iPad’s competitors,” Philip Elmer-DeWitt reports for Fortune.

“‘We believe Apple’s lead in the tablet market will prove difficult to close by the onslaught of competing products coming over the next several quarters,’ he writes in a note to clients issued early Monday. ‘Ultimately, we expect the slew of upcoming competition to fall flat from a user experience standpoint while struggl[ing] to materially undercut the iPad on price,'” P.E.D. reports.

P.E.D. reports, “‘What’s troubling for competitors,’ writes Whitmore, ‘is Apple’s growing scale advantages and leverage with the supply chain.’ Not only is Apple the largest buyer of FLASH by a wide margin, he says, accounting for 20%-25% of the world’s supply, but it has locked down much of the world’s touch screen manufacturing capacity.”

Read more in the full article, which includes a pie chart of the iPad’s bill of materials, here.

42 Comments

  1. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  2. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  3. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  4. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  5. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  6. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  7. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  8. … there will be products capable of “competing” with the iPad coming over the next several quarters? Well, OK, I can give them that there will be “tablets” introduced that could sparkle in some niche of the tablet market. There are already e-readers out there that can compete well with the iPad within that niche. That’s a rather small niche, and those products are severely limited to it, but if that is what, and all, you want … they may be a better choice.
    ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />
    Sorry, it can be hard to keep a straight face, at times.

  9. I think the funniest comment was the one looking for a color eInk device, “slap on some internet” (or something like that), and you’re 90% there in competition with the iPad.

    Yeah, that sounds really compelling.

    There’s just something really loser-ish in the Apple haters, I’ve come to realize, they’re not all that excited about what the competition offers and plans to offer, or someday-in-the-far-distant future will offer, they just want Apple to lose. That’s amazingly pathetic. Apple is not the one that deserves to lose, other companies did not make Tablets and MP3 players and Phones something interesting to own, Apple did.

    At least most of the world has learned that Apple is the one to watch, and has learned to expect new and amazing things from Apple. But, I do find it sickening the large number of people waiting breathlessly for them to stumble or fail at something, and that was really illustrated in the total nonsense about the iPhone 4 antenna.

  10. I think the funniest comment was the one looking for a color eInk device, “slap on some internet” (or something like that), and you’re 90% there in competition with the iPad.

    Yeah, that sounds really compelling.

    There’s just something really loser-ish in the Apple haters, I’ve come to realize, they’re not all that excited about what the competition offers and plans to offer, or someday-in-the-far-distant future will offer, they just want Apple to lose. That’s amazingly pathetic. Apple is not the one that deserves to lose, other companies did not make Tablets and MP3 players and Phones something interesting to own, Apple did.

    At least most of the world has learned that Apple is the one to watch, and has learned to expect new and amazing things from Apple. But, I do find it sickening the large number of people waiting breathlessly for them to stumble or fail at something, and that was really illustrated in the total nonsense about the iPhone 4 antenna.

  11. Windows Phone 7 will just never get there.
    Too far behind.

    They realize this, and are pushing Windows 7 (with touch screens) as their tablet solution. But it’s not working.

    Apple is coming straight up the middle and could very easily own the entire mobile computing category. These computers (smartphones and tablets) are probably the only computers most of the world’s population will ever own.

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