If Apple’s competitors need a reminder of what an uphill struggle they face trying to dethrone the iPad, look no further than some new figures from analysts showing that the iPad is being adopted by buyers faster than many other popular consumer electronics, including the DVD player.
Apple and Rovi have inked a “multi-year agreement” which allows Cupertino to license chunks of Rovi’s intellectual properties. Rumors are now running rampant that the move may signal Apple’s change of direction, from downloaded TV shows to live television and maybe even a DVR.
Customers who preordered their 2010 model iPod touch after they were announced last Wednesday are starting to get shipment notifications today. Meanwhile, a market research firm estimates that more than 45 million iPod touches have been sold to date out of the total 120 million iOS devices in the market.
The iPad has launched Apple into third place in the market of portable tablet computers. The Cupertino-based company is currently surpassing the likes of other tech giants, such as Asus, Lenovo, Toshiba, and even Dell.
Deutsche Bank's Chris Whitmore believes that investors will really look at tablet computers when assessing consumer technology trends. "When including the iPad as part of the [notebook] market. Apple leapt over Asus, Lenovo, Toshiba and Dell in terms of global unit share," he writes.
Just a few short years ago, most folks would have laughed if you had told them that Apple would be sitting so pretty in 2010. Despite consistent upward growth with their Macs and iPods, few could have seen the approach of the iPhone and now iPad, which at least one analyst seems to think has put Cupertino at the top of the PC industry heap.
Supply problems overseas are putting a crimp in the availability of iPhone 4s, creating big headaches for Apple at the same time that iPad availability is finally improving, flying past the three million mark in July.
A Bloomberg report on Tuesday claims that AT&T competitor Verizon Wireless may finally get the iPhone come January (we’ll believe it when we see it!), while an Oppenheimer analyst claims that Apple has 12 million waiting customers from the rival carrier, which could add another $7 billion to their already loaded coffers.
See that graphic above? It charts Apple’s revenue from the iPhone’s debut in 2007 through estimates at the end of 2010, showing that the Mac, software and even peripherals will continue to mean less to the company’s bottom line than the iPhone does.
Now that the dust is settling on Apple’s iPhone 4 launch, all that’s left to do for customers is to enjoy their new handset (or keep waiting for it, if they weren’t fortunate enough to grab one this week). But the work for analysts has just begun, as they start picking apart sales estimates and surveys to pore over every last bit of minutiae.