But, you may say, Google Android just kicked Apple’s butt in
smartphones! Why won’t this happen in tablets?
The fundamental difference between the tablet market and the
smartphone market is distribution.
Whereas smartphone distribution is dominated by wireless carriers,
we expect carriers to play a relatively small role in tablet
distribution. Tablet sales will be centered around electronics
retail — the Apple store, Best Buy, Walmart — and big
e-commerce, and not around carrier stores.