I watch CNBC just about every morning. Either at the gym, at home or on the road in the hotel. I always find something interesting to take away from it (or at least pass the time on the treadmill). Yesterday they had a gentleman on from Comscore talking about web traffic and where it comes from. The discussion was about US connected device traffic. This is non-computer devices, so smartphones and tablets. 36% of the traffic goes to Android Phones, 24% goes to iPhone, and 22% and iPad. The remainder is a hodge-podge of smartphones and tablets. He also stated that about 97% of all tablet traffic comes from iPads. I am not surprised by these numbers but it astounding to see how much iPad has grown and the market power it as.
The real question is when will other tablets emerge as a viable competitor to iPad? I am no expert on this but it seems to me that the competition has emerged already (RIM Playbook, several Android tablets, and others) and so far seem to be having minimal impact on iPad sales. iPad keeps chugging along and I expect this to continue for some time. I am mostly speaking from an enterprise perspective here where all the conversations we have with customers is about iPad, at least on the tablet side. I keep waiting for a new generation of Android tablets that may perhaps change this dynamic. On the smartphone the dynamic is certainly different. Clearly there is a fair share of Blackberry users still out there. But our discussions are mostly around iPhone and Android. Now admittedly since we are initially targeting iOS devices it’s natural that those are the discussions we get involved in. But we talk to organizations, from the very large to small, and iPad is top of mind in enterprises.
These situations change and certainly competition for iPad will emerge. It just may take a bit longer than many expect. From our point of view, choice is good for customers and our objective is to support customer with whatever device they choose. mobilEcho, and more broadly, Mobile File Management (MFM), is not just about supporting one device but about cross-platform support of heterogeneous device environments.
Anders Lofgren, VP Product Management