A J.P. Morgan analyst confirms Apple’s so-called competitors have scaled-back their tablet plans after receiving an “early dose of reality” from lackluster sales.
“[Yes], non-Apple tablet hopefuls have adjusted to the weak showing so far,” Mark Moskowitz said in an investor report obtained by AppleInsider.
According to Moskowitz, aggregate tablet build plans declined by roughly 10 percent since early March, as the market has yet to field a device comparable to Apple’s iPad, at least in terms of volume.
To be sure, a number of recently introduced tablets have utterly failed to gain serious traction, including Asustek’s Eee Pad Transformer, Motorola’s XOOM, RIM’s PlayBook and Samsung’s Galaxy Tab.
It should be noted that Moskowitz has long expressed serious concern over an “increasing risk of a [tablet] bubble burst,” due to “exaggerated” build plans from manufacturers hoping to challenge Apple’s wildly successful iPad.
J.P. Morgan now projects 2011 build activity for the tablet market to weigh in at 63 million units, compared to previous estimates of 65 million units.
“The nascent tablet market stands to become big enough to create a ripple effect in the broader tech food chain in 2011… Tablets stand to be big enough to have positive (or negative) spillover effects,” added Moskowitz.