“An unusually dissenting report from Nomura analysts Thursday estimated that the iPad would be eclipsed by its tablet rivals in three years,” Electronista reports.
“Working on the basis that Apple will ship 35 million iPads this year versus everyone else’s 20 million, the researchers saw the lead narrowing substantially in 2012 and 2013, with the iPad finally losing an absolute majority in 2014 as 83 million non-Apple tablets trade hands to 78 million iPads,” Electronista reports. “The balance might be tipped by Microsoft. Although it would still remain the smallest category, Windows 8 tablets using ARM processors would swell from five million a year in its inaugural 2012 year to 20 million by 2014. ARM would also play an increasing role in traditional PCs at 23 million three years from now.”
Electronista reports, “Microsoft would be the ‘game changer’ that would break up the established order, Nomura said, although not until 2013. Android would be helped by this year’s Ice Cream Sandwich update.”
Read more in the full article here.
MacDailyNews Take: Shit Sandwich is more like it.
And Analysts should factor in the potential results of legal actions that may actually be resolved within the time frames they provide.
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NPD: Apple iPhone 4 for Verizon best-selling mobile phone in U.S.; causes Android to lose share for first time since Q209 – April 28, 2011