Monday, October 24, 2011

iPad's Market Share Will Crater, and You Shouldn't Care | TechPinions

Steve Wildstrom analysis – although the story will likely be different (than it was, e.g., in the PC market with Packard-Bell and AST) with iPad/Kindle Fire competition, since Amazon is more interested in selling digital goods than it is hardware; one clear take-away is that it is not going to be fun for tablet makers competing with both Amazon and Apple

Apple does not care about market share and never has. It cares about absolute volumes and profit margins. And this has been a phenomenally successful business model that Apple should not and will not change. The history of the tech industry is littered with the corpses of PC makers that died chasing market share. Anyone remember Packard-Bell and AST? Dell and Hewlett-Packard nearly destroyed themselves chasing share at the expense of profit and Acer seems to be pulling back from the same fruitless race.

iPad's Market Share Will Crater, and You Shouldn't Care | TechPinions

Post a Comment