JP Morgan analyst Mark Moskowitz said today that the second generation iPad mini will force the Tablet PC manufacturers continue to reduce prices.
In today's published investment advice in the Moscow based on iPad mini Vits and other low cost tablet computer sales growth has forecast to 2013 flat sales, predicts 65% of Tablet sales will increase this year, more than the previous estimate of 53.5%, brought in by the Tablet PC revenue will increase by 32.3%, and prior to this figure to 32.5%.
Moskowitz said, Apple will be the main beneficiaries of high sales, the products of other manufacturers fail to compete with the iPad, in the end, these manufacturers will be forced to start a price war. By the way, Apple also launched best iPad Mini cases to appeal people to buy iPad mini. "In our view, 2013 is crucial to other Tablet PC, that because Apple will release the second generation iPad mini, which will drive the competitors further lowered prices, we expect other Tablet manufacturers will lower the price to $ 199, but we doubt whether they can establish sales channels for sustainable development".
Prices would lead to more people poured into the Tablet market, Moskowitz think that Tablet PC average selling prices over the next two years is expected to fall by double digits, but these low-priced products down in 2014 Tablet PC's overall revenue, unit sales would increase by 31.7%, but sales growth of only 14.5%.
Moskowitz expected that Apple continues to lead the Tablet market, but Samsung will rely on expanding its product portfolio to gain more attention. Google relies on to provide a large number of Android tablets to increase the market share of Android, and will put more TV ads.
"Benefiting from price advantages, Google Nexus 7 Tablet low price will be very high sales, we believe that the Nexus device sales than Amazon Kindle Fire." Windows 8 tablet, Vits in Moscow did not believe that higher sales in the next tablet can provide much help for the Microsoft Surface device. Has Surface and not recognized by the consumer enough in the market, in his view, Microsoft only sold about 600,000 units in the fourth quarter of last year Tablet Surface.
Amazon has launched its own cloud services and Kindle Fire before the series, it is not Google's direct competitor. But in these two areas in the Amazon with direct face-to-face collision with Google. No mention of the cloud service, Kindle Fire series, let alone Google by surprise. You know, Kindle Fire series is based on Google's Android as an open system, but with Amazon's modifications, has launched an independent app stores and its own eco-system of the game, does not have a built-in Google applications and services. Videos, books, games, applications, such as almost all profits attributable to the Amazon and its developer, looking Google envy.
But in recent days, according to the The Verge news, Amazon API provides developers with mobile advertisements, put ads on the implementation in the Amazon application also can be displayed in Google's app store. In other words development as long as the applications are submitted to the Amazon's Android app store, but ads can appear on any Android device, in any application, not just the Kindle Fire series. To do so, will no doubt bring Google to more pressure.
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