IGNITION: iPad Report by Gene Munster

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IGNITION: iPad Report by Gene Munster

  1. 1. iPad + iPhone = iProfit: Will Apple Rule the Media World? Gene Munster Senior Research Analyst [email_address] Minneapolis London San Francisco New York Chicago Hong Kong Douglas Clinton Research Analyst [email_address] Andrew Murphy Research Analyst [email_address]
  2. 2. What is the future of Mobile Computing? <ul><li>Multi-touch devices are the future </li></ul><ul><li>Apple leading the way with iPhone, iPad & iPod (63% of est. CY11 Revs) </li></ul>Sources: Apple (CY03), Piper Jaffray estimates (CY11)
  3. 3. What is the future of Mobile Computing? <ul><li>Apr-10 iPad Launch Survey: iPad is whatever you want it to be </li></ul>
  4. 4. What is the future of Mobile Computing? <ul><li>Video is where the web is going, and iPad is perfectly suited for it. </li></ul>Source: Nielsen via eMarketer
  5. 5. Will Apple Do To TV, Movies & Newspapers What It Did To Music? Source: Apple
  6. 6. Will Apple Do To TV, Movies & Newspapers What It Did To Music? <ul><li>iOS may be closed, but open to Netflix, Hulu, etc. </li></ul>App Store Apps Available Comparison Platform Number Of Apps Apple App Store 300,000 Android Market 100,000 Blackberry AppWorld 15,000 Windows Phone 7 3,000 Source: Apple, AndroLib, Blackberry, Microsoft
  7. 7. What is the future of Mobile Computing? <ul><li>Halo effect of iOS devices: iPod > iPad > iPhone </li></ul>Source: Nielsen via eMarketer
  8. 8. What is the future of Mobile Computing? <ul><li>Early adopters always skew higher income with more devices </li></ul><ul><li>Apple is reaching new demographics as iPad’s reach expands </li></ul>Source: Forrester Research via eMarketer
  9. 9. What is the future of Mobile Computing? <ul><li>The consumer of the future will have multiple devices. </li></ul>Source: Forrester Research via eMarketer
  10. 10. Will Apple Maintain Its Competitive Lead With iPad? <ul><li>Nov-10 Tablet Survey Results: 65 Consumers </li></ul><ul><ul><li>85% of respondents prefer iPad 3G ($629) over Galaxy Tab ($599) </li></ul></ul><ul><ul><li>Of those who prefer GalaxyTab, 60% indicated iPad’s perceived value is over $100 more </li></ul></ul><ul><ul><li>Perceived value of iPad was $133 higher (actual price is $30 higher) </li></ul></ul><ul><ul><li>iPad perceived value ($417) was 34% below MSRP; GalaxyTab perceived value ($283) 53% below MSRP </li></ul></ul>
  11. 11. Will Apple Maintain Its Competitive Lead With iPad? <ul><li>iPad 90% Market Share in CY10, Going to 44% in CY12 </li></ul>Source: Piper Jaffray estimates
  12. 12. Will Apple Do To TV, Movies & Newspapers What It Did To Music? <ul><li>iPad is growing faster than iPhone, and shows higher usage rates in newer iTunes content areas (movies, TV shows, magazines, books) </li></ul>Source: Nielsen via eMarketer
  13. 13. Is Apple’s Closed Ecosystem Doomed To Repeat History? <ul><li>Android Smartphones Growing Faster Than iPhone </li></ul>Source: Piper Jaffray estimates
  14. 14. Is Apple’s Closed Ecosystem Doomed To Repeat History? <ul><li>iPhone & Android Have Already Won Smartphone Market </li></ul><ul><li>Collectively Over 50% of Market By Mid-CY12 </li></ul>Source: Piper Jaffray estimates
  15. 15. Is Apple’s Closed Ecosystem Doomed To Repeat History? <ul><li>Android & iPhone skew youngest, also fastest growing </li></ul><ul><li>Windows & BlackBerry skew oldest, losing share </li></ul>Source: Neilsen via eMarketer
  16. 16. Is Apple’s Closed Ecosystem Doomed To Repeat History? Source: Piper Jaffray estimates

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