If tablets are computers, Apple's share of the global market now dwarfs its competitors
Deutsche Bank's Chris Whitmore came away from this year's Consumer Electronics Show in Las Vegas unimpressed with what Apple's (AAPL) rivals had to offer in the way of tablet computers:
"2011 was supposed to be the year of the Android tablet. One year later, Android tablets have failed to meet expectations and for the most part have been unsuccessful. This year, tablets had a much smaller presence as vendors appear to be placing greater emphasis on Windows 8. We expect Windows 8 ARM tablets to ramps slowly as most Apps require rewriting for ARM-based tablet hardware. We remain skeptical that Win 8 tablets will gain much traction this year (App rewrites take time / developer ecosystem support). As a result, we expect the move away from Android tablet investment and a slow ramp of Win 8 tablets to create a favorable competitive backdrop for Apple's forthcoming iPad 3."
As if to underscore his point, Whitmore's note to clients Friday included the above chart, showing what IDC's picture of the global computer market would look like if the tracking firm counted tablets as computers.
UPDATE: Outsider's Sebastian Peistch has discovered a major flaw in Whitmore's graph. When correctly drawn, he says, the chart should look like this:
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* Is the Consumer Electronics Show, a.k.a. C.E.S., losing its clout? Nick Wingfield over at The New York Times argues the convention, which drew 149,000 people last year, isn't quite the powerhouse it used to be, thanks to product launches at company-only events or smaller conferences. (The New York Times)
* New Yahoo CEO Scott MOREJP Mangalindan, Writer - Jan 9, 2012 3:30 AM ET
On the anniversary of the iconic tablet's unveiling, the ranks of its imitators is swelling
It's been one year to the day since Steve Jobs unveiled the iPad, and to mark the occasion we're reposting, below the fold, the most compete list we've seen of the tablet computers unveiled at the Consumer Electronics Show in Las Vegas three weeks ago.
It comes courtesy of CES director of research Shawn Dubravec via the MOREPhilip Elmer-DeWitt - Jan 27, 2011 11:03 AM ET
Google will start to push mobile services that help, before you even ask.
When Google (GOOG) Instant was released, everyone was impressed at how fast search results came back, usually before you finished typing. But Google wants to bring you results before you even type.
Google and Android's next big thing is contextual discovery.
Imagine looking at your mobile device and, based on your location, time of day, past behavior and maybe even the characters MORESeth Weintraub - Jan 6, 2011 2:08 PM ET
Is Cupid's day the date for the long-awaited launch of an iPhone for Verizon?
Here's how these rumors get started. Someone tipped off Peter Burrows at Bloomberg Businessweek that Apple (AAPL) was waiting until after next week's Consumer Electronics Show in Las Vegas to launch an iPhone for Verizon (VZ).
Apparently his anonymous source or sources didn't give him a date, but by winks and nods they narrowed it down enough for MOREPhilip Elmer-DeWitt - Dec 30, 2010 8:27 AM ET
The poorly-reviewed TV platform is going to miss its coming out party at CES.
According to the New York Times, Google (GOOG) has massively cut back its GoogleTV product's planned releases from CES, which is to take place from January 6-9. Toshiba, LG Electronics and Sharp were all set to announce products at CES running GoogleTV but will hold off until a newer version of the software, which will run apps, hits the MORESeth Weintraub - Dec 20, 2010 9:34 AM ET
A report today says that Samsung will have some GoogleTVs in January, I just don't buy the Intel bit.
As HDTV's drop in price and become commodity items, manufacturers are looking for ways to differentiate their products. One obvious way is to deliver integrated 'SmartTV' functionality. While there are many such platforms out there (Vizio builds their own Vizio Apps and LG has integrated Plex into their products), it appears that GoogleTV MORESeth Weintraub - Nov 16, 2010 11:59 AM ET
Ben Baer, Senior Producer - Jan 7, 2010 4:39 PM ET
Ben Baer, Senior Producer - Jan 7, 2010 8:10 AM ET
Steve Ballmer demos an HP "slate PC" at CES and steals a bit of Steve Jobs' thunder
Steve Ballmer's keynote at the Consumer Electronics Show in Las Vegas Wednesday night ran for more than an hour and a quarter.
But what got the most attention from the press gathered to watch it were the three minutes Microsoft's (MSFT) CEO spent talking about his answer to the tablet computer Apple (AAPL) is MOREPhilip Elmer-DeWitt - Jan 7, 2010 7:22 AM ET
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