6 ms·

The iPad’s dominance of tablet usage, even 1.5 years later, is astounding

45 points by daviday 15y ago

mechanical_fish 15y ago
Is anyone really surprised that the iPad is crushing all these things-that-are-obviously-trying-to-be-just-like-the-iPad? Customers aren't actually as stupid as birds: You can put a newborn cuckoo in a bird's nest and the bird will feed it -- it doesn't actually know what its own offspring are supposed to look like -- but you can't just build a thing with a screen that looks superficially like an iPad and expect folks to mindlessly buy it. Especially when you're selling to the early-adopter crowd that buys devices from two-year-old categories. But, really, the lesson of articles like this one is that tech business analysts are prisoners of their own categories. The iPod Touch is not a "tablet" because it is too small; obviously all those smartphones are not "tablets" because they can make phone calls, which clearly makes them completely different, because... hey, when analysts were growing up the telephone was a completely different thing than the computer, instead of just one application that runs on your computer and that gets less use with each passing year. And the Kindle is somehow not a tablet, because... uh, it doesn't have pretty colors? And the B&N Nook is not a tablet, because... uh, I guess you can't view animations on it? (Okay, seriously, it's probably the absence of touch that defines a non-"tablet". But does anyone want to bet that the new touch-enabled Kindle will get to be called a "tablet"? I somehow doubt it. It's just not iPad enough.) Obviously, netbooks -- the hot category of yesteryear -- are not "tablets" and therefore don't appear on these charts, even though the most obvious reason I can see to buy an iPad alternative is to get a keyboard and/or the ability to run PC apps. And, of course, the eleven-inch Macbook Air isn't a tablet either. If you allow the iPad to define a category and then draw the boundaries so narrowly that only the iPad fits, surprise! It dominates the category! What would be more interesting to look at is the iPad's share of "things with similar screen size and weight", or "things that can play portable games", or "things that can read Kindle books", or "things with half-decent web browsers and 3G support".
- ryanhuff 15y ago
  Digging into how tablets are impacting specific established product categories would be interesting, as it would help understand the impact that tablets are having beyond old-school computing use-cases to this point, and what other use-cases tablets might see success in the future. The obvious example is physical books, as well as medical. I am sure companies that are threatened by the encroachment of tablets into their markets are paying close attention. However, as many are assuming (possibly incorrect) that the tablet is the future of mass-market information consumption, I think it is important to understand why Apple has (so far) dominated the tablet market, and whether competitors can respond successfully.
  - alperakgun 15y ago
    The stats are wrong. Android tablet's just launched in acceptable configurations, sony, samsung and amazon.. Soon android will dominate.
  - deleted 15y ago
    [deleted]
- ceejayoz 15y ago
  The Kindle Fire is pretty widely described as a tablet and it's looking likely that it'll clean up nicely on the low-end of the market. Kindle Touch is an e-reader - calling it a tablet would be like calling a magazine a book because it's made of paper. It seems to me while complaining that "tablet" is too narrow a definition you're drawing too broad of one. My impression of the term is that it describes a computing device that doesn't have a keyboard and would function as a netbook/laptop replacement for average users.
  - chugger 15y ago
    When the iPad 3 is introduced, the iPad 1 will cost $200 (or less) and will compete with the Kindle Fire on the low end of the market.
- baddox 15y ago
  I assume you're talking about the e-ink versions of Kindle and Nook. The Kindle Fire and Nook Color are widely considered tablets. E-ink devices usually have the same form factor as a tablet, but their intended usage is specific enough to warrant placing them in a category separate from tablets. It's really not as difficult or controversial as you make it sound. They're called tablets because they resemble stone writing tablets: they're flat, rectangular, have minimal moving parts, and are controlled by "drawing" (at first with a stylus and now with a finger). E-ink readers generally aren't controlled by touch, and even the new Nook and Kindle e-readers seem to use very minimal touch controls. Are you really arguing that the iPod Touch, smartphones, e-ink readers, netbooks, and iPad-like devices should all be lumped into one category by tech analysts? Has anyone ever been in the market for a new gadget, but been unsure if they want an iPhone or an e-ink Kindle? That's madness. I can certainly see why someone would want a smartphone, a netbook, an iPad, and an e-ink reader, all at the same time for different purposes. But aside from developers or reviewers, I can't imagine why anyone would want two smartphones, or two netbooks, or two iPad-like tablets, or two e-ink readers. It's not tech writers that determine these categories, it's a combination of consumers' purchase patterns and the device manufacturers' marketing teams.
  - mechanical_fish 15y ago
    Are you really arguing that the iPod Touch, smartphones, e-ink readers, netbooks, and iPad-like devices should all be lumped into one category by tech analysts? No, I'm arguing for categories that lead to enlightening analyses. Perhaps the industry-standard categorization is perfect: iPad really is unlike all other devices on earth. Well, fine, but then this article is a banal exercise in circular logic: Of course the iPad is the leader of the iPad market. Unenlightening. Let's hypothesize. Perhaps it would be more interesting to try breaking up the market by end-user goals. What is the iPad's share of the portable music player market? The portable video player market? The non-portable video player market? The web-surfing market? The digital sketchpad market? The digital mixing-console market? The e-reader market? The communications device (SMS, Twitter, voice) market? The GPS navigation market? The casual gaming market? The hardcore gaming market? Is this the way customers decide what to buy? Is this the way designers approach the problem of making gadgets better? If so, maybe this is a better categorization scheme. If not, we could try something else. Perhaps it would be more fruitful to ignore the "tablet" nature of the iPad completely. Everyone is focused on the Pad part, but perhaps a real key of the iPad's success is the design of the ecosystem: Minimal variations in hardware to improve reliability, and to make it easier to shop for and easier to support. A brand-new software ecosystem with no need for back-compatibility. A sole-source software installation system that provides leverage for excluding malware and offers generally-seamless automatic upgrades. Categorize systems in this fashion, and suddenly the iPad belongs in a category with the iPhone, a gaming console, the Kindle, and the TiVo, among other things. Obviously, you can slice the universe into categories in more than one way. You can even slice it in several ways during the same essay. But the touchstone of a categorization scheme is: Does it lead somewhere? Does it help you discover something interesting or actionable?
cletus 15y ago
This is what I don't understand. Based on published sales figures the iPad is ~85% of tablets, which I simply don't believe. There can be no explanation for this other than the non-iPad manufacturers are basically lying, which typically means "in channel == sold". It may also mean they don't count returns. The iPad having 97% of tablet Web traffic is intuitively a far more accurate number. Just think about how many tablets you see in the wild and how many of them are iPads. As for why: I think the answer comes down to the ecosystem being far more important on tablets than on phones. Any smartphone can send and receive calls, send and receive text messages, send and receive emails and use some variety of maps. IMHO that covers the vast majority of most people's usage. But on tablets? Games matter. Apps matter. Far more than on phones (IMHO), hence Apple's unrelenting dominance of the space (so far) and also why people expecting a repeat of Android's rapid growth in the phone space just don't seem to understand the difference. But I guess that's the danger of analogies. Android's Kindle Fire is (IMHO) the first serious iPad competitor to emerge and the first non-iPad that will get remotely serious (>1M units) marketshare.
- ceejayoz 15y ago
  It may be somewhere in between if there's a difference in how much users of iPads vs. non-iPad devices use the internet.
  - podperson 15y ago
    There are probably some people who buy Android tablets and just don't use them much but don't end up returning them (e.g. they don't want to admit to themselves that they wasted their money, or they just buy a lot of gadgets and don't use them).
    - alperakgun 15y ago
      I m using the galaxy tab 10.1, together with 5 friend I know, widgets are cool, ipad is too heavy, lack widgets etc, the driver and the secretary of our company bought ipad, which makes me think they are in search of prestige rather than use. I see them show off everywhere, however the tech savvy and upper management use android.
jonnathanson 15y ago
Despite all the hooplah and endless praise, analysts still manage to under-credit Apple for the iPad. They do it by describing the iPad as a "tablet" PC, as if it somehow lives in the same category as all the tablet PCs that came before it. In a physical sense, sure, it does and it is. But to consumers, it's not a tablet; it's an iPad. That's a crucial distinction. Consumers just weren't buying tablet PCs before the iPad came out. They didn't grok the tablet category, full stop. They didn't see a need for a PC-like device that wasn't a PC. Apple changed all of that. It breathed new life into a stillborn category by tearing down that category and reinventing it. That's a monumental accomplishment. So, while it may be technically correct to lump all of the pre- and post-iPad tablets into one category, such analysis misses the spirit of the matter. And that's what Apple understands that its competitors do not. Apple doesn't market its products as part of existing categories; it markets them as categories unto themselves. An iPhone isn't a "smartphone;" it's an iPhone. An iPod isn't an "mp3 player;" it's an iPod. And so on and so forth. As for Apple's competitors? They see themselves in the "mp3 player" category, or the "smartphone" category, or the "tablet" category. They've lost the battle by misunderstanding the battlefield.
- notatoad 15y ago
  i agree with the concept of your post, but i think that the market can change. the iPad is definitely a market unto itself, and the iPhone used to be. but not anymore. the iPhone basically cracked the doors open to the smartphone market, and while it used to be the only real choice, it isn't anymore. plenty of normal people are buying android phones, because android phones have gotten good enough to compete with the iPhone on an even footing. in the same way, i have faith that mass-market tablets will eventually catch up to the iPad. it might be win8 instead of android that prompts this change, but apple will eventually have a competitor.
  - jonnathanson 15y ago
    I think that's a fair critique, and I agree with your assessment over the long run. The iPad, like the iPhone, can't stay uniquely compelling forever. Sooner or later, the market moves toward saturation, and from there, commoditization. Even the most diehard fanboy, of which I fully confess to being, would be negligent in dismissing the Mac vs. Wintel Clones battles of the 80s and 90s.
sambeau 15y ago
The dominance of the iPad has always been about the walled garden and iTunes. Amazon will clean up in the lower end of this market because they also get the importance of content and to some degree walled garden. To stretch an analogy somewhat: We geeks are the cowboys who want to roam in wolf-infested hills, looking for gold. Normal people want to play in a beautiful, safe garden filled with lovely shiny toys. Who can blame people, after years of viruses, malware, stupid UIs and techno-babble, to want to sit on a sofa and noodle on the internet while watching TV.
- ceejayoz 15y ago
  > The dominance of the iPad has always been about the walled garden and iTunes. I really can't agree. I believe the dominance of the iPad stems from an operating system designed for touch input instead of having it shoehorned in like Windows did for years. Android tablets will do just fine for the same reason. They've been struggling thus far because it's currently hard to match Apple on price - they've done a hell of a job in supply chain management.
  - sambeau 15y ago
    It's a brave new world where Apple are the ones who are too cheap :) I see your point but I disagree, in part (I was assuming the shiny touch UI was a given factor in both). It will be interesting to see how this pans out. The reason I think that iPads vs a-iPad-a-likes are different from iPhones vs Android Phones is the way they are sold. Phone shops often push Android phones for other in-shop reasons. As I said, we will see. My guess is that at some point someone will make a store to rival iTunes and Amazon. Whether it is Google, Microsoft, Facebook or someone else will be the interesting bit. Who knows, there maybe room for a Spotify-like startup in this space that Android can really get behind.
  - rsynnott 15y ago
    Most Android tablets are the same price as the iPad or a little cheaper (with the exception of the hilariously expensive 3G/4G Xoom). Honeycomb, however, is rather buggy still, and the app ecosystem really isn't there.
saturdaysaint 15y ago
Really interested in seeing what iOS 5 does to these numbers. When it's updated, I'm planning on the iPad being my grandma's next computer.
- jsavimbi 15y ago
  If you find yourself responding to family IT requests on a constant basis, the iPad will make all of that go away. Matter of fact, you may never hear from them again. Just set up the printer and ensure there's enough paper and ink to go for awhile. Check back in six months.
  - protomyth 15y ago
    Oh, you'll hear from them again once they discover FaceTime and how it costs nothing to call you. :( or :) On a more serious note, I am looking into the exact workflow that would be needed to use iPads for students so that assignments (receive / turn in) would be seamless to normal students. Might still be a few years, but I can feel which way the wind is blowing.
    - jsavimbi 15y ago
      On your serious note, you'd have to build an app with enough of a forward-packed pipeline that would unlock timely student assignments on a regular basis, yet be updatable through the App Store without much fear of rejection, adjusting the content as the class progresses +/-. Just like the Angry Birds franchises do. They ability to synchronize all of that may be difficult at first, but the platform is here.
      - protomyth 15y ago
        I'm more in the "moodle for the iPhone" camp, but I see your way too. I am still doing the research.
    - WiseWeasel 15y ago
      Why not have them email their assignments to you?
zerostar07 15y ago
I think it's because it has the best web browsing experience, but i may be wrong.
jbondeson 15y ago
I think the problem is that people are looking at this backwards. The vast majority of people buy the iPad not because they want a tablet, they buy it because they want a really big iPhone. HP, RIM and most of the others seemed to not understand this and attempted to build a really big iPhone... without the iPhone ecosystem. Surprise, surprise they failed miserably. Apple did a very smart thing, they took a product that was selling like hotcakes, and they introduced a product that was identical save for the form factor. Every iPhone user (which is a whole lot of people) was suddenly an expert iPad user! They felt at home, they felt safe, they got what they wanted: a really big iPhone.
- marcc 15y ago
  The iPad isn't just a "really big iPhone". Have you spent much time using one? It's familiar because it runs the same OS, but the experience is unique to the iPad. I agree with your statement that the ecosystem has a lot to do with the success of the iPad, however, it's definitely not "a really big iPhone".
  - jbondeson 15y ago
    It sounds like you think I'm belittling the iPad. I really don't know what's bad about being a really big iPhone. A different form factor of an excellent product can still be excellent. Apple made a great piece of hardware with some pretty crazy hardware wizardry, but non-techies don't care about that because they expect it from Apple. I'm merely trying to describe what I've heard my non-techie friends praise about the iPad. They like that the user experience is almost wholly translated to the iPad. They like that they can get all the apps they have on their phone on their iPad. They like that it's bigger. I've never heard a non-techie say "I really like this new dual-core processor," or "I really like the 4:3 aspect ratio as opposed to the 1.5:1 on the iPhone!" We (royal HN we) may love to obsess about all the little nuances that make the iPad different from the iPhone, but the fact of the matter is that most people just don't care.
BlazingFrog 15y ago
People don't want a tablet, they want an iPad. It's that simple. Does anybody seriously believe that the average consumer walks into Best Buy (or any other store) and say "Hello, I'm shopping for a tablet, what selection do you offer?". And then proceed to compare side by side an iPad and a Xoom (or any non-iPad) to, ultimately, decide on the iPad? As of today, this is the fantasy world those non-iPad tablet makers are living in, thinking they can compete on specs (but apparently not on looks or price). OTOH, this will change with the Kindle Fire that will swoop the entry level tier.
- Hyena 15y ago
  I think this is accurate. Once the KF sweeps the low end, the tablet/iPad identity will start to break. I think there was a similar dynamic in mobile phones: there were phones and Blackberries, then iPhones along and finally most people started thinking about "smartphones" as a category.
  - alperakgun 15y ago
    From many android tablets I see around since septembers, no you are ignoring that other tablets just arrived.
pbsurf 15y ago
With the recommended configuration, the Honeycomb browser on my Android tablet (Lenovo Thinkpad Tablet) identifies itself as Chrome running on Windows XP. I don't know if this is the case for other Android tablets but, if so, that would certainly skew these traffic stats.
- rsynnott 15y ago
  The configuration as recommended by the manufacturer? That seems bizarre. Certainly, most Honeycomb tablets identify themselves as such.
aw3c2 15y ago
I hate Apple with all my heart but I still do not know of another option if I want a good tablet at that size.
Pewpewarrows 15y ago
I'd hardly take the analytics numbers from mobile web browsers on an Apple-focused blog as substantial evidence in any way, shape, or form. Here's the numbers I come up with. According to Google, 1.8% of current Android devices that are activated and have accessed the Android Market in the last 2 weeks are running Honeycomb (their tablet OS). In July they were up to 130 million total activations, with 550,000 new ones every day. Assuming that number hasn't grown at all (which is being extremely conservative considering that number shot up from 400,000 only 2 months prior), that would put the number of active Android devices around 180,000,000. That puts the current number of Android tablets that are sold and active on the Android Market at over 3 million. Apple's numbers look to be about 30 million iPads. Assuming that Apple and Google are the only players in this market (hint: they're not), then that puts Android at around 10% of the tablet market. Still dominated by the iPad, yes, but at least these numbers have weight to them. It'll be interesting to see how this pans out over the next 8-12 months. The iPhone having real competition served to improve the entire smartphone market all around. Hopefully we've only begun to see what tablets can do.

45 points by daviday 15y ago

Is anyone really surprised that the iPad is crushing all these things-that-are-obviously-trying-to-be-just-like-the-iPad? Customers aren't actually as stupid as birds: You can put a newborn cuckoo in a bird's nest and the bird will feed it -- it doesn't actually know what its own offspring are supposed to look like -- but you can't just build a thing with a screen that looks superficially like an iPad and expect folks to mindlessly buy it. Especially when you're selling to the early-adopter crowd that buys devices from two-year-old categories. But, really, the lesson of articles like this one is that tech business analysts are prisoners of their own categories. The iPod Touch is not a "tablet" because it is too small; obviously all those smartphones are not "tablets" because they can make phone calls, which clearly makes them completely different, because... hey, when analysts were growing up the telephone was a completely different thing than the computer, instead of just one application that runs on your computer and that gets less use with each passing year. And the Kindle is somehow not a tablet, because... uh, it doesn't have pretty colors? And the B&N Nook is not a tablet, because... uh, I guess you can't view animations on it? (Okay, seriously, it's probably the absence of touch that defines a non-"tablet". But does anyone want to bet that the new touch-enabled Kindle will get to be called a "tablet"? I somehow doubt it. It's just not iPad enough.) Obviously, netbooks -- the hot category of yesteryear -- are not "tablets" and therefore don't appear on these charts, even though the most obvious reason I can see to buy an iPad alternative is to get a keyboard and/or the ability to run PC apps. And, of course, the eleven-inch Macbook Air isn't a tablet either. If you allow the iPad to define a category and then draw the boundaries so narrowly that only the iPad fits, surprise! It dominates the category! What would be more interesting to look at is the iPad's share of "things with similar screen size and weight", or "things that can play portable games", or "things that can read Kindle books", or "things with half-decent web browsers and 3G support".

ryanhuff 15y ago
Digging into how tablets are impacting specific established product categories would be interesting, as it would help understand the impact that tablets are having beyond old-school computing use-cases to this point, and what other use-cases tablets might see success in the future. The obvious example is physical books, as well as medical. I am sure companies that are threatened by the encroachment of tablets into their markets are paying close attention. However, as many are assuming (possibly incorrect) that the tablet is the future of mass-market information consumption, I think it is important to understand why Apple has (so far) dominated the tablet market, and whether competitors can respond successfully.
- alperakgun 15y ago
  The stats are wrong. Android tablet's just launched in acceptable configurations, sony, samsung and amazon.. Soon android will dominate.
- deleted 15y ago
  [deleted]
ceejayoz 15y ago
The Kindle Fire is pretty widely described as a tablet and it's looking likely that it'll clean up nicely on the low-end of the market. Kindle Touch is an e-reader - calling it a tablet would be like calling a magazine a book because it's made of paper. It seems to me while complaining that "tablet" is too narrow a definition you're drawing too broad of one. My impression of the term is that it describes a computing device that doesn't have a keyboard and would function as a netbook/laptop replacement for average users.
- chugger 15y ago
  When the iPad 3 is introduced, the iPad 1 will cost $200 (or less) and will compete with the Kindle Fire on the low end of the market.
baddox 15y ago
I assume you're talking about the e-ink versions of Kindle and Nook. The Kindle Fire and Nook Color are widely considered tablets. E-ink devices usually have the same form factor as a tablet, but their intended usage is specific enough to warrant placing them in a category separate from tablets. It's really not as difficult or controversial as you make it sound. They're called tablets because they resemble stone writing tablets: they're flat, rectangular, have minimal moving parts, and are controlled by "drawing" (at first with a stylus and now with a finger). E-ink readers generally aren't controlled by touch, and even the new Nook and Kindle e-readers seem to use very minimal touch controls. Are you really arguing that the iPod Touch, smartphones, e-ink readers, netbooks, and iPad-like devices should all be lumped into one category by tech analysts? Has anyone ever been in the market for a new gadget, but been unsure if they want an iPhone or an e-ink Kindle? That's madness. I can certainly see why someone would want a smartphone, a netbook, an iPad, and an e-ink reader, all at the same time for different purposes. But aside from developers or reviewers, I can't imagine why anyone would want two smartphones, or two netbooks, or two iPad-like tablets, or two e-ink readers. It's not tech writers that determine these categories, it's a combination of consumers' purchase patterns and the device manufacturers' marketing teams.
- mechanical_fish 15y ago
  Are you really arguing that the iPod Touch, smartphones, e-ink readers, netbooks, and iPad-like devices should all be lumped into one category by tech analysts? No, I'm arguing for categories that lead to enlightening analyses. Perhaps the industry-standard categorization is perfect: iPad really is unlike all other devices on earth. Well, fine, but then this article is a banal exercise in circular logic: Of course the iPad is the leader of the iPad market. Unenlightening. Let's hypothesize. Perhaps it would be more interesting to try breaking up the market by end-user goals. What is the iPad's share of the portable music player market? The portable video player market? The non-portable video player market? The web-surfing market? The digital sketchpad market? The digital mixing-console market? The e-reader market? The communications device (SMS, Twitter, voice) market? The GPS navigation market? The casual gaming market? The hardcore gaming market? Is this the way customers decide what to buy? Is this the way designers approach the problem of making gadgets better? If so, maybe this is a better categorization scheme. If not, we could try something else. Perhaps it would be more fruitful to ignore the "tablet" nature of the iPad completely. Everyone is focused on the Pad part, but perhaps a real key of the iPad's success is the design of the ecosystem: Minimal variations in hardware to improve reliability, and to make it easier to shop for and easier to support. A brand-new software ecosystem with no need for back-compatibility. A sole-source software installation system that provides leverage for excluding malware and offers generally-seamless automatic upgrades. Categorize systems in this fashion, and suddenly the iPad belongs in a category with the iPhone, a gaming console, the Kindle, and the TiVo, among other things. Obviously, you can slice the universe into categories in more than one way. You can even slice it in several ways during the same essay. But the touchstone of a categorization scheme is: Does it lead somewhere? Does it help you discover something interesting or actionable?

cletus 15y ago

This is what I don't understand. Based on published sales figures the iPad is ~85% of tablets, which I simply don't believe. There can be no explanation for this other than the non-iPad manufacturers are basically lying, which typically means "in channel == sold". It may also mean they don't count returns. The iPad having 97% of tablet Web traffic is intuitively a far more accurate number. Just think about how many tablets you see in the wild and how many of them are iPads. As for why: I think the answer comes down to the ecosystem being far more important on tablets than on phones. Any smartphone can send and receive calls, send and receive text messages, send and receive emails and use some variety of maps. IMHO that covers the vast majority of most people's usage. But on tablets? Games matter. Apps matter. Far more than on phones (IMHO), hence Apple's unrelenting dominance of the space (so far) and also why people expecting a repeat of Android's rapid growth in the phone space just don't seem to understand the difference. But I guess that's the danger of analogies. Android's Kindle Fire is (IMHO) the first serious iPad competitor to emerge and the first non-iPad that will get remotely serious (>1M units) marketshare.

ceejayoz 15y ago
It may be somewhere in between if there's a difference in how much users of iPads vs. non-iPad devices use the internet.
- podperson 15y ago
  There are probably some people who buy Android tablets and just don't use them much but don't end up returning them (e.g. they don't want to admit to themselves that they wasted their money, or they just buy a lot of gadgets and don't use them).
  - alperakgun 15y ago
    I m using the galaxy tab 10.1, together with 5 friend I know, widgets are cool, ipad is too heavy, lack widgets etc, the driver and the secretary of our company bought ipad, which makes me think they are in search of prestige rather than use. I see them show off everywhere, however the tech savvy and upper management use android.

jonnathanson 15y ago

Despite all the hooplah and endless praise, analysts still manage to under-credit Apple for the iPad. They do it by describing the iPad as a "tablet" PC, as if it somehow lives in the same category as all the tablet PCs that came before it. In a physical sense, sure, it does and it is. But to consumers, it's not a tablet; it's an iPad. That's a crucial distinction. Consumers just weren't buying tablet PCs before the iPad came out. They didn't grok the tablet category, full stop. They didn't see a need for a PC-like device that wasn't a PC. Apple changed all of that. It breathed new life into a stillborn category by tearing down that category and reinventing it. That's a monumental accomplishment. So, while it may be technically correct to lump all of the pre- and post-iPad tablets into one category, such analysis misses the spirit of the matter. And that's what Apple understands that its competitors do not. Apple doesn't market its products as part of existing categories; it markets them as categories unto themselves. An iPhone isn't a "smartphone;" it's an iPhone. An iPod isn't an "mp3 player;" it's an iPod. And so on and so forth. As for Apple's competitors? They see themselves in the "mp3 player" category, or the "smartphone" category, or the "tablet" category. They've lost the battle by misunderstanding the battlefield.

notatoad 15y ago
i agree with the concept of your post, but i think that the market can change. the iPad is definitely a market unto itself, and the iPhone used to be. but not anymore. the iPhone basically cracked the doors open to the smartphone market, and while it used to be the only real choice, it isn't anymore. plenty of normal people are buying android phones, because android phones have gotten good enough to compete with the iPhone on an even footing. in the same way, i have faith that mass-market tablets will eventually catch up to the iPad. it might be win8 instead of android that prompts this change, but apple will eventually have a competitor.
- jonnathanson 15y ago
  I think that's a fair critique, and I agree with your assessment over the long run. The iPad, like the iPhone, can't stay uniquely compelling forever. Sooner or later, the market moves toward saturation, and from there, commoditization. Even the most diehard fanboy, of which I fully confess to being, would be negligent in dismissing the Mac vs. Wintel Clones battles of the 80s and 90s.

sambeau 15y ago

The dominance of the iPad has always been about the walled garden and iTunes. Amazon will clean up in the lower end of this market because they also get the importance of content and to some degree walled garden. To stretch an analogy somewhat: We geeks are the cowboys who want to roam in wolf-infested hills, looking for gold. Normal people want to play in a beautiful, safe garden filled with lovely shiny toys. Who can blame people, after years of viruses, malware, stupid UIs and techno-babble, to want to sit on a sofa and noodle on the internet while watching TV.

ceejayoz 15y ago
> The dominance of the iPad has always been about the walled garden and iTunes. I really can't agree. I believe the dominance of the iPad stems from an operating system designed for touch input instead of having it shoehorned in like Windows did for years. Android tablets will do just fine for the same reason. They've been struggling thus far because it's currently hard to match Apple on price - they've done a hell of a job in supply chain management.
- sambeau 15y ago
  It's a brave new world where Apple are the ones who are too cheap :) I see your point but I disagree, in part (I was assuming the shiny touch UI was a given factor in both). It will be interesting to see how this pans out. The reason I think that iPads vs a-iPad-a-likes are different from iPhones vs Android Phones is the way they are sold. Phone shops often push Android phones for other in-shop reasons. As I said, we will see. My guess is that at some point someone will make a store to rival iTunes and Amazon. Whether it is Google, Microsoft, Facebook or someone else will be the interesting bit. Who knows, there maybe room for a Spotify-like startup in this space that Android can really get behind.
- rsynnott 15y ago
  Most Android tablets are the same price as the iPad or a little cheaper (with the exception of the hilariously expensive 3G/4G Xoom). Honeycomb, however, is rather buggy still, and the app ecosystem really isn't there.

saturdaysaint 15y ago

Really interested in seeing what iOS 5 does to these numbers. When it's updated, I'm planning on the iPad being my grandma's next computer.

jsavimbi 15y ago
If you find yourself responding to family IT requests on a constant basis, the iPad will make all of that go away. Matter of fact, you may never hear from them again. Just set up the printer and ensure there's enough paper and ink to go for awhile. Check back in six months.
- protomyth 15y ago
  Oh, you'll hear from them again once they discover FaceTime and how it costs nothing to call you. :( or :) On a more serious note, I am looking into the exact workflow that would be needed to use iPads for students so that assignments (receive / turn in) would be seamless to normal students. Might still be a few years, but I can feel which way the wind is blowing.
  - jsavimbi 15y ago
    On your serious note, you'd have to build an app with enough of a forward-packed pipeline that would unlock timely student assignments on a regular basis, yet be updatable through the App Store without much fear of rejection, adjusting the content as the class progresses +/-. Just like the Angry Birds franchises do. They ability to synchronize all of that may be difficult at first, but the platform is here.
    - protomyth 15y ago
      I'm more in the "moodle for the iPhone" camp, but I see your way too. I am still doing the research.
  - WiseWeasel 15y ago
    Why not have them email their assignments to you?

zerostar07 15y ago

I think it's because it has the best web browsing experience, but i may be wrong.

jbondeson 15y ago

I think the problem is that people are looking at this backwards. The vast majority of people buy the iPad not because they want a tablet, they buy it because they want a really big iPhone. HP, RIM and most of the others seemed to not understand this and attempted to build a really big iPhone... without the iPhone ecosystem. Surprise, surprise they failed miserably. Apple did a very smart thing, they took a product that was selling like hotcakes, and they introduced a product that was identical save for the form factor. Every iPhone user (which is a whole lot of people) was suddenly an expert iPad user! They felt at home, they felt safe, they got what they wanted: a really big iPhone.

marcc 15y ago
The iPad isn't just a "really big iPhone". Have you spent much time using one? It's familiar because it runs the same OS, but the experience is unique to the iPad. I agree with your statement that the ecosystem has a lot to do with the success of the iPad, however, it's definitely not "a really big iPhone".
- jbondeson 15y ago
  It sounds like you think I'm belittling the iPad. I really don't know what's bad about being a really big iPhone. A different form factor of an excellent product can still be excellent. Apple made a great piece of hardware with some pretty crazy hardware wizardry, but non-techies don't care about that because they expect it from Apple. I'm merely trying to describe what I've heard my non-techie friends praise about the iPad. They like that the user experience is almost wholly translated to the iPad. They like that they can get all the apps they have on their phone on their iPad. They like that it's bigger. I've never heard a non-techie say "I really like this new dual-core processor," or "I really like the 4:3 aspect ratio as opposed to the 1.5:1 on the iPhone!" We (royal HN we) may love to obsess about all the little nuances that make the iPad different from the iPhone, but the fact of the matter is that most people just don't care.

BlazingFrog 15y ago

People don't want a tablet, they want an iPad. It's that simple. Does anybody seriously believe that the average consumer walks into Best Buy (or any other store) and say "Hello, I'm shopping for a tablet, what selection do you offer?". And then proceed to compare side by side an iPad and a Xoom (or any non-iPad) to, ultimately, decide on the iPad? As of today, this is the fantasy world those non-iPad tablet makers are living in, thinking they can compete on specs (but apparently not on looks or price). OTOH, this will change with the Kindle Fire that will swoop the entry level tier.

Hyena 15y ago
I think this is accurate. Once the KF sweeps the low end, the tablet/iPad identity will start to break. I think there was a similar dynamic in mobile phones: there were phones and Blackberries, then iPhones along and finally most people started thinking about "smartphones" as a category.
- alperakgun 15y ago
  From many android tablets I see around since septembers, no you are ignoring that other tablets just arrived.

pbsurf 15y ago

With the recommended configuration, the Honeycomb browser on my Android tablet (Lenovo Thinkpad Tablet) identifies itself as Chrome running on Windows XP. I don't know if this is the case for other Android tablets but, if so, that would certainly skew these traffic stats.

rsynnott 15y ago
The configuration as recommended by the manufacturer? That seems bizarre. Certainly, most Honeycomb tablets identify themselves as such.

aw3c2 15y ago

I hate Apple with all my heart but I still do not know of another option if I want a good tablet at that size.

Pewpewarrows 15y ago

I'd hardly take the analytics numbers from mobile web browsers on an Apple-focused blog as substantial evidence in any way, shape, or form. Here's the numbers I come up with. According to Google, 1.8% of current Android devices that are activated and have accessed the Android Market in the last 2 weeks are running Honeycomb (their tablet OS). In July they were up to 130 million total activations, with 550,000 new ones every day. Assuming that number hasn't grown at all (which is being extremely conservative considering that number shot up from 400,000 only 2 months prior), that would put the number of active Android devices around 180,000,000. That puts the current number of Android tablets that are sold and active on the Android Market at over 3 million. Apple's numbers look to be about 30 million iPads. Assuming that Apple and Google are the only players in this market (hint: they're not), then that puts Android at around 10% of the tablet market. Still dominated by the iPad, yes, but at least these numbers have weight to them. It'll be interesting to see how this pans out over the next 8-12 months. The iPhone having real competition served to improve the entire smartphone market all around. Hopefully we've only begun to see what tablets can do.