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Daily: The tablet market will be increasingly important for mobile

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As a last thought, I want to mention Techcrunch’s article on Mary Meeker’s Internet Trends update. Meeker is now saying that iPad adoption is accelerating five times faster than iPhone adoption whereas she said this differential was 3x in May. That means that the smartphone handset market is maturing quickly and the momentum in mobile is moving increasingly to tablets. This bolsters my sense that tablets represent the real mobile battleground for the future. I would also like to point out that Meeker boosted her Android adoption rate to 6x the iPhone versus 4x the iPhone adoption rate in May. This confirms the alarming nature of the IDC data and casts doubt on Asymco’s Apple-centric analysis.

Bottom line: Microsoft is well positioned in tablets if it can take share via the corporate market. But at present, this is a market dominated by Apple, but one where it is losing market share rapidly. I see the market as up for grabs at this point, with Android having the best advantage because of its higher consumer adoption rates. Apple needs to penetrate corporates now and Microsoft needs to lever corporates to increase share.

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About 

Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty years of business experience. He is also a regular economic and financial commentator on BBC World News, CNBC Television, Business News Network, CBC, Fox Television and RT Television. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College. Edward also writes a premium financial newsletter. Sign up here for a free trial.