Sep 1, 2012

IPad VS Win 8

The present situation make people think of apple history several similar situation: first is the king of apple computer, and then Microsoft usurped the throne of it by Numbers . The intelligent mobile phone iPhone become after the king, and the Android until Google army began to spread. Now iPad is the king of the tablet PC, and Win 8 is rising above the horizon.

It is unfounded that apple will continue to dominate tablet PC market , but so far, apple withstand the Android threats, at least keep the most tablet PC market share. Android makes apple tablet PC market leading share from 90% down to 60%. This is a slow decline process, even until now, 10 inches high-end Android tablet PC sales are not very good. But iPad leading position has been weakened, and Microsoft is a more dangerous than Android greater threat.

Apple has brand awareness, but Microsoft is still in the personal computer market to occupy the leading position; The IFA these equipment follow is Microsoft's tradition, not iPad have opened up new path. Windows have a huge user groups, when the user needs a new computer, they suddenly have a new option, originally they can buy a iPad, or a laptop computer and a iPad, now they can also choose to buy flat/pen electric mixing equipment. Of course, Android also offer flat/pen electric mixing equipment, but in PC, the Android market is less than apples.

Of course, there is another problem: if Win 8 is better than iPad,and dominate most share of the tablet PC market, apple will care about?
It may not care about. Apple's business model fully focused on the profit rate, rather than the market share. Microsoft and Google are need to use higher market share to maintain profit. But apple's profit rate is so high, only to occupies 25-35% of the market share it can easily developed. The company in the PC market share never break through 10%, but it still can thrive. Now, apple's tablet PC share in the atrophy, intelligent mobile phone market share also dropped a lot , but the company's profits remain in the near peak.

Because of this, which is why we feel the reason of history may repeat itself. From a certain extent, if Win 8  did not occupy tablet PC market most share within a few years, it is a strange thing. But, as long as the equipment sold in continue to rise, apple dropped to only 30% in flat computer market share is not important, because the company's business model will not change. Apple will continue to suppress the supply chain in order to get cheaper parts, and as far as possible, reduce inventory (3 to 5 days), for the company to provide security for profit. However, profit is all enterprise really care about.

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