JP Morgan: iPad wannabes reduce build plans after ‘early dose of reality’

“A new investor report from J.P. Morgan on Wednesday indicates that Apple’s competitors in the tablet market have reduced their build plans after receiving an ‘early dose of reality’ in the form of lackluster sales,” Josh Ong reports for AppleInsider.

“According to analyst Mark Moskowitz aggregate tablet build plans have declined by roughly 10 percent since early March,” Ong reports. “Moskowitz took the reduction to mean that ‘non-Apple tablet hopefuls have adjusted to the weak showing so far.'”

Ong reports, “Describing the trend as an ‘early dose of reality,’ the analyst noted that the market has yet to see a high-volume tablet competitor to the iPad. Moskowitz cited Asustek’s Eee Pad Transformer, Motorola’s XOOM, RIM’s PlayBook, and Samsung’s Galaxy Tab as examples of tablets that have failed to gain traction and whose makers have consequently reduced build plans.”

Much more in the full article here.

MacDailyNews Take: Bloodbath.

[Thanks to MacDailyNews Readers “Lynn W.” and “James W.” for the heads up.]

45 Comments

    1. I’ve repeatedly sent leads to MDN 12 or more hours before they post, and MDN didn’t share the love. Most recent was yesterday’s Rolling Stone article.

      I’m beginning to think that Fred Mertz is the MDN editors’ alter ego, and not a real person.

  1. The is no ‘tablet market’.
    People don’t want ‘tablets’ they want the iPad, and there’s only one. This time everyone seems to know this.

    Without the ecosystem, the apps and the right margins it will be impossible for other companies to successfully enter this market. Well done Apple!

  2. Before Mike Tyson became a pussycat, opponents climbing into the same ring with him would be mentally destroyed with quivering lips and knocked knees. That was before the Buster Douglas fight in Tokyo in 1990.

    I suppose iPad opponents feel the same way climbing into the same ring as Apple.

    In the case of Tyson his fighting abilities went to pieces after Gus D’Amato died – he simply didn’t have the mental conditioning and physical discipline to go through hard training before fights. Let’s hope that Apple doesn’t become a flabby wreck without the guiding hand of a certain Mr Jobs.

        1. uh, Mike Tyson is a convicted rapist; Steve Jobs is the greatest visionary of the last fifty years….BLN, how many times have I asked you to not drop acid on a school night?

        2. You’re right I wasn’t. The analogy I was making was to compare Mike Tyson at his prime to the iPad and the effect he had on opponents. By simply climbing into the same ring with him he rendered them into quivering wrecks that gave up the fight even before it began.

        3. @botvinnik:

          Try to keep up. If you re-read the comment he compares iPad to Tyson, not SJ to Tyson. He compares SJ to Tyson’s manager. That’s the analogy. Got it now?

        4. And so Gus D’Amato is the Steve Jobs figure in BLN’s analogy, not Mike Tyson. Don’t be so quick to call BLN stupid. You’re the one looking pretty stupid right now.

    1. Maybe they should treat the Apple CEO position like royalty and perhaps Job’s son Reed Paul Jobs has some talent in innovation like his Dad. Or even one of his daughters, sex doesn’t matter if the chops are there.

    2. In the interest of historical accuracy, Tyson’s mentor’s name was Cus (with a C), not Gus, D’Amato.
      Tyson would have been fine after D’Amato’s death, if he had just kept Kevin Rooney as his trainer.

  3. But JUST YOU WAIT until “Honeycomb” comes out, fanboys! Then it’ll be over Apple! iPad killers will FLOOD the market!!

    Whoops, did I say “Honeycomb”? I meant “Ice Cream Sandwich”! Coming Real Soon!
    Whoops, I meant “Juice Box”!
    Whoops, I meant “Moon Pie”!
    Whoops, I meant “Pigs in a Blanket”!
    Whoops, I meant “Rice Krispies”!
    Whoops, I meant “Tapioca Pudding”!

    Remind me again: it’s a “Tablet” market, yes? Like the “MP3 Player” market, right??

  4. unlike the mp3 player market, in which any mp3 song can be played on any player, so every player had rough parity, apps don’t play on any tablet. If you want the good apps, you must buy the iPad. If you are dumb as rocks and don’t care, you buy another tablet. The iPad will retain more marketshare than the iPod because there is no app parity to even have a shitty experience on the competition.

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