|
 |
Looking at the numbers
|
|
|
|
 |
Gartner said $9.6 billion was spent on tablets in 2010. Apple had revenue of $9.56 billion from iPads in 2010. Does that mean they had almost 100% market share?
|
|
|
|
|
IDC put the number more at 83% for 2010
|
|
|
|
|
In PCs Apple had a 9.7% share based on Sales according to Gartner
|
|
|
|
|
More significant is it share was up 23.7% for the year. With the exception of Toshiba (14.4% growth), most other PC makers shares were down 6-10% Acer was down over 30%
|
|
|
|
|
Acer's CEO stepped down this week citing disagreements with their board
|
|
|
|
|
On iPhone's Asymco showed Apple with just 4% of the unit market share in Q4 of 2010, but estimated that they garnered about 50% of the industries profits.
|
|
|
|
|
The Post PC era, 35 years in the making
|
|
|
|
|
Apple was established April 1st 1976
|
|
|
|
|
The original Macintosh was always envisioned by Jobs as an appliance
|
|
|
|
|
Apple's whole vision has always been about simplification of technology
|
|
|
|
|
Only a 1 button mouse, not buttons is better. Trackpad.
|
|
|
|
|
No one wants a stylus, we have one built-in (finger).
|
|
|
|
|
Bonjour (zero-configuration networking)
|
|
|
|
|
No step 3.
|
|
|
|
|
Thunderbolt isn't a new port.
|
|
|
|
|
The significance of dropping "Computer" from the Apple name is clear
|
|
|
|
|
Apple never really aspired to be a "computer" company.
|
|
|
|
|
2/3rds of Apple's revenue now doesn't come from devices that people would traditionally consider to be a computer.
|
|
|
|
|
Closed is open
|
|
|
|
|
An 8th grade tech blogger J-P noted some things about an iPad's "openness"
|
|
|
|
|
"The iPad is more open to more people".
|
|
|
|
|
The technology isn't fighting to non-technical consumers.
|
|
|
|
|
Heck, babies can use it.
|
|
|
|
|
A "closed" app store appeals to a consumer who has had their PC infested with viruses and malware
|
|
|
|
|
An then likely been made fun of my their techie friend who they called to help clean up the mess.
|
|
|
|
|
Consumers are fed up and just want something that "works", and guess who is offering it?
|
|
|
|
|
"Specs don’t matter all that much, so long as the tablet performs well" - John Martello
|
|
|
|
|
Biting the bullets
|
|
|
|
|
Consistency, one stop shopping (App stores), less is more.
|
|
|
|
|
What you "can" do is becoming more important than having better technology that you can't use.
|
|
|
|
|
You can have better specs, but if it doesn't work for the consumer what good is it?
|
|
|
|
|
Android has Flash, kinda. Not on all devices and not yet. (Xoom didn't get it until a month later and it is still beta).
|
|
|
|
|
Google says the Honeycomb tablet OS isn't finished yet, but it's showing up on shipping tablets.
|
|
|
|
|
Xoom have 4G, but not till later and you'll need to send back your device for several weeks to get the upgrade.
|
|
|
|
|
It's all about the apps
|
|
|
|
|
J-P pointed out that the iPad has all the apps and all the things his friends want in a "PC"
|
|
|
|
|
Facebook, twitter, web, email, notes, etc.
|
|
|
|
|
Can easily try new apps
|
|
|
|
|
Apple said competitors tablets have "hundreds" of Apps (iPad had 1,000 at launch).
|
|
|
|
|
Recent tech reports have the numbers at less than 100 and most of those are scaled up, not native interfaces
|
|
|
|
|
Worse the scaling experience can be different depending on the device due to non-standard screen sizes.
|
|
|
|
|
Who's market are we sharing?
|
|
|
|
|
The market in the consumer space for traditional "PCs" is dwindling. Apple obviously saw their market share was going to erode.
|
|
|
|
|
Apple creates markets when they need them
|
|
|
|
|
It's deliberate and unique to Apple.
|
|
|
|
|
Based on an insight of what consumers want
|
|
|
|
|
Influenced by geeks and simplified for the masses
|
|
|
|
|
Technology that Apple "consumerized"
|
|
|
|
|
And by this I don't mean first with a consumer version, i mean a popular one.
|
|
|
|
|
The home PC, Apple II
|
|
|
|
|
The digital music player, iPod
|
|
|
|
|
The smart phone, iPhone (OK, I'm reaching here a bit)
|
|
|
|
|
The tablet PC
|
|
|
|
|
Apple's core business has always been in the consumer space.
|
|
|
|
|
Competitors are missing the point because they are still going after the tech niche (they sell to the IT Pro, the geek).
|
|
|
|
|
In the consumer space, which market is bigger? Tech geeks or "the rest of us"?
|
|
|
|
|
My mom doesn't care if the camera is 1 MP or 10 MP.
|
|
|
|
|
Does it look good on Facebook and can I figure out how to get it there.
|
|
|
|
|
Post PC on your Mac too
|
|
|
|
|
Lion is going to extend a lot of this "consumerization" to the desktop
|
|
|
|
|
Look at the "App Store".
|
|
|
|