There had been many predictions from Apple’s rival about the share drop or number of product sales, some predictions are nearly true but in majority Apple outwit them all.
According to 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 structure of real competition will start splitting the market.
Now the question is whether Acer, Asus would like to compete the same way they have chosen 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?
We just need to sit and observe whether “iPad” market end up being more like laptops or net-books on one end and MacBooks on the other. It can be more like smartphones where Apple, HTC, Motorola, and others all battle it out to be the best.