AAPL vs. AMZN: Tablets
There is no love lost between these two tech giants when it comes to tablets.
Apple virtually owned the tablet market until Amazon waded in with the smaller and much cheaper Kindle Fire in time for the 2011 holiday season.
Going into that December, the iPad’s market share stood at 64%. According to stats from iSuppli Technology, AMZN went from zero to 14% of tablet sales that quarter, while APPL’s share dropped to 57%.
I’m not suggesting Amazon’s entry into the tablet market has been the reason why the iPad’s share now stands around the 25% mark. Kindle tablets have been popular, but they’re not a huge part of the market. However, that first Kindle Fire was an unexpected success that set the stage for the invasion of cheap, 7-inch Android tablets led by 2012’s Google Nexus 7 that have done the real damage.