Acer: iPad market share will drop from 100% to 20%
Acer chairman JT Wang, thinks that the iPad will drop from its current near 100% market share to somewhere around 20% or 30%. Like Asus, Acer's netbook business is feeling the pain of Apple's entry into the "third device category" with iPad. Since Apple is pretty much alone in that space right now -- despite a 10 year Tablet PC head start we should point out -- any form of real competition will begin splitting the market.
The question is will Acer, Asus, and the like compete the same way they've chose to with netbooks -- using ultra cheap, near zero-margin processors, operating systems, and commodity parts to grab tons of market share and leave the profit share for Apple, or will they try to go toe-to-toe with Cupertino on user experience and hardware?
Will the "pad" market end up being more like laptops, with netbooks on one end and MacBooks on the other, or more like smartphones where Apple, HTC, Motorola, and others all battle it out to be the best?
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Rene Ritchie is one of the most respected Apple analysts in the business, reaching a combined audience of over 40 million readers a month. His YouTube channel, Vector, has over 90 thousand subscribers and 14 million views and his podcasts, including Debug, have been downloaded over 20 million times. He also regularly co-hosts MacBreak Weekly for the TWiT network and co-hosted CES Live! and Talk Mobile. Based in Montreal, Rene is a former director of product marketing, web developer, and graphic designer. He's authored several books and appeared on numerous television and radio segments to discuss Apple and the technology industry. When not working, he likes to cook, grapple, and spend time with his friends and family.