Tablets: What's the use case - TabTimes' Tablet Strategy 2014

Post on 23-Aug-2014

178 views 2 download

description

Presentation by Avi Greengart, Research Director, Consumer Platforms & Devices, Current Analysis, at TabTimes Tablet Strategy conference in New York City on May 6, 2014. Stats and insights about the tablet market and where it is going.

Transcript of Tablets: What's the use case - TabTimes' Tablet Strategy 2014

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 1Washington, DC / London / Paris / Singapore

May 2014

Presented by:Avi GreengartResearch Director, Consumer Platforms & Devices

Tablets: What’s the Use (Case)

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 2

A Short History of Tablets: PC Adjuncts

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 3

A Short History of Tablets: PC Adjuncts

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 4

A Short History of Tablets: PC Adjuncts

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 5

A Short History of Tablets: PC with Stylus

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 6

A Short History of Tablets: PC with Stylus

Wrong User Interface

Wrong App Experience

Bad Hardware

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 7

A Short History of Tablets: Custom Enterprise Solutions

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 8

A Short History of Tablets: Custom Enterprise Solutions

Custom Hardware

Custom Software

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 9

A Short History of Tablets: Apple Cracked the Code

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 10

A Short History of Tablets: Apple Cracked the Code

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 11

What Apple Got Right

$499

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 12

Competitive Stampede

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 13

Market Growth – Unique Tablet SKU Count (U.S.)

Aug-11

Oct-11Dec-

11Feb

-12Apr-

12Jun

-12Aug

-12Oct-

12Dec-

12Feb

-13Apr-

13Jun

-13Aug

-13Oct-

13Dec-

13Feb

-14Apr-

140

100200300400500600700800900

Unique Tablet SKUs at Major U.S. Retailers Retailers:

Amazon*Radio ShackBest BuyTargetWalmartAT&TSprintVerizon T-Mobile USA

Source: Current Analysis TabletTracker*Only tablets sold by Amazon itself are included

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 14

Market Growth – Unique Tablet SKU Count (U.S.)

Aug-11

Oct-11Dec-

11Feb

-12Apr-

12Jun

-12Aug

-12Oct-

12Dec-

12Feb

-13Apr-

13Jun

-13Aug

-13Oct-

13Dec-

13Feb

-14Apr-

140

100200300400500600700800900

Unique Tablet SKUs at Major U.S. Retailers Retailers:

AmazonRadio ShackBest BuyTargetWalmartAT&TSprintVerizon T-Mobile USA

# Tablets

796Source: Current Analysis TabletTracker*Only tablets sold by Amazon itself are included

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 15

iPad Competitors: BlackBerry and HP

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 16

iPad Competitors: BlackBerry and HP

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 17

iPad Competitors: Google & Co.

$499

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 18

iPad Competitors: Google & Co.

$499

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 19

iPad Competitors: Google & Co.

$499OK

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 20

Android Differentiators

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 21

iPad Competitors: Microsoft & Co.

$499

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 22

iPad Competitors: Microsoft & Co.

$499

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 23

iPad Competitors: Microsoft & Co.

$499

OK

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 24

Windows 8.1 Differentiators

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 25

Apple’s Enduring Advantage

500,000

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 26

Apple’s Enduring Advantage

…and yet –

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 27

Tablet Trends: iPad Sales Growth Stalled

1Q11 2Q11 3Q11 4Q11 1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q140

5000

10000

15000

20000

25000

30000

iPad Sales

Source: Apple financial statements

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 28

Tablet Trends: Why Have iPad Sales Stalled?

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 29

Tablet Trends: Why Have iPad Sales Stalled?

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 30

Evaluating Use Cases: A Third Thing

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 31

Evaluating Use Cases: Location

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 32

Connected Tablets Driving Carrier Subscriber Growth

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 33

Connected Tablets Driving Carrier Subscriber Growth

now subsidizing cellular price delta and offering free data

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 34

Connected Tablets Driving Carrier Subscriber Growth

ONLY

now subsidizing cellular price delta and offering free data

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 35

Western Markets: Premium Tablet Squeeze

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 36

Western Markets: Premium Tablet Squeeze

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 37

Evaluating Use Cases: Asia

Cheap!

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 38

Enterprise Adoption

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 39

Enterprise Adoption

simple deliberately complex

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 40

Enterprise Adoption

Office software maturingOn iOS.With an external keyboard.For those who prefer mobility over large displays.

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 41

Enterprise Adoption

Security maturingMobile device managementmaturing, too

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 42

Enterprise Adoption

New mobile use cases require process changesand software changeand sometimes hardware accessories…which takes time

Proprietary and Confidential© Current Analysis Inc. All rights reserved. 43Proprietary and Confidential© Current Analysis Inc. All rights reserved. 43

Thank You

Avi GreengartResearch Director, Consumer Platforms & Devices

Email: agreengart@currentanalysis.com Direct/Mobile: +1 201-677-8284Twitter: @greengart

Current Analysis provides global IT, telecom and enterprise professionals with the market intelligence and advice they need to compete, innovate and improve performance to drive growth

and market leadership.

www.currentanalysis.com