Apple's share of the tablet market will likely exceed 75% in 2011, according to Canaccord Genuity's T. Michael Walkley.
The iPad is expected to sell 11.1 million units in the September quarter and 14.0 million units in the December quarter based on Walkley's models.
"While new entrants such as Amazon could disrupt the completive dynamics into holiday sales, we view low-priced 7-inch models as a threat to other Android OEMs rather than to the iPad," he says. "As such, given our updated iPad estimates, we anticipate Apple will command roughly 65 percent of the tablet units sold into the channel during C2011. However, we believe Apple's sell-through share of the tablet market will exceed 75 percent during C2011."
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The iPad is expected to sell 11.1 million units in the September quarter and 14.0 million units in the December quarter based on Walkley's models.
"While new entrants such as Amazon could disrupt the completive dynamics into holiday sales, we view low-priced 7-inch models as a threat to other Android OEMs rather than to the iPad," he says. "As such, given our updated iPad estimates, we anticipate Apple will command roughly 65 percent of the tablet units sold into the channel during C2011. However, we believe Apple's sell-through share of the tablet market will exceed 75 percent during C2011."
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