Reports of the Death of the Tablet Have Been Greatly Exaggerated
Galen Gruman has a good Infoworld column on why Windows tablets aren't selling, and why the new Surface Pro 3 is unlikely to do much better -- although there's nothing there that Longtime Sharp VodkaPundit Readers™ haven't known since the first model was introduced two years ago. But something still stood out:
The iPad is four years old this year, and in its short life it has taken the world by storm, creating a new class of computing device that has sold well over 200 million units. Everyone is trying to copy it, with many Android tablets and a bunch of Windows tablets all trying to ride the iPad's coattails. Never mind that the iPad itself seems to be running out of gas, and it's unclear whether Apple can refill the tank.
A big part of last quarter's decline in iPad sales was nothing more than adjustment, not in sales, but in the sales channel. Tim Cook had overshot the year before, making the same quarter this year look worse than it actually was. But overall, sales were down slightly after a phenomenal Christmas quarter.
What it looks like from here is that the tablet market is already a mature one, after just three years. And just like the smartphone market, you have Apple sucking up most of the profits, Android generating tons of sales to people who don't much use the things, and Windows in a distant third place wondering what the heck just happened.