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Amazon Will Be Apple's Top Competitor In Tablets

Tablet Product Strategists Should View Amazon As Their New "Frenemy"

August 29, 2011

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Why Read This Report

With 28.7 million iPads sold worldwide to date, Apple's lead in the tablet market looks invincible. Enter Amazon.com, whose tablet can compete on price, content, and commerce. If it's launched at the right price with enough supply, we see Amazon's tablet easily selling 3 million to 5 million units in Q4 alone, disrupting not only Apple's product strategy but other tablet manufacturers' as well. Apple will maintain a strong lead in market share, but Amazon will gain ground quickly and give product strategists from media, software, retail, banking, and other firms a reason to kick app development for Android tablets into high gear.

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