Formidable New iPad Is Formula First, and Product Second The new iPad underlines Apple's competitive advantage in the product-led tablet category and in its integrated business model.
Apple Foregoes New Hardware in Pursuit of Network Effects We believe Apple's announcements indicate an intention to increase iOS users and therefore the number of people using a new class of services.
Amazon Kindle Fire Turns Up Heat on Tablet Rivals By launching the Kindle Fire, Amazon is realising our prediction that it would bring together multiple assets to deliver a more coherent mobile strategy.
Tablet Market Even More Challenging Than Expected in 2011 We maintain a cautious view on a nascent segment that has yet to fully define itself beyond the success of a single product.
Latest Research about iPad
- Apple Embarks on Ambitious Push into Cloud-Based Services
- iPad 2 Underlines Apple's Dominance of Tablet Category
- Industry's Obsession with Tablets Needs a Dose of Reality
- Verizon's iPhone 4 Deal Hints at Longer-Term Strategic Partnership
- QNX Operating System Takes Central Role in RIM's PlayBook Tablet
- Market Prepares for Wave of Tablets Riding on Apple's iPad Success