Analyst to Android tablet manufacturers: team with Amazon or die

Analyst to Android tablet manufacturers: team with Amazon or dieRichard Windsor, a technology securities analyst at Nomura International, reckons Android tablet manufacturers should take a leaf out of Amazon’s book (no pun intended), or even join up with the online giant.

With the Kindle Fire, Amazon has plugged a gap at the lower end of the market, with a super-seductive $199 price tag, customised version of Android, and various Amazon bells and whistles. Meanwhile, other Android tablet manufacturers are left holding their wieners in their hands.

"The main effect of the potential sea change triggered by Amazon could be a change in roadmap to cheaper products or possible tie-ups with Amazon," suggests Windsor.

"With the advent of the Amazon Kindle Fire, many of the other tablet makers are in a bit of a quandary as they are left with expensive tablets without a comprehensive content offering."

Windsor reckons it’s "a real possibility that the existing tablet makers [will] team up with Amazon and offer its experience on their hardware. But, in the meantime, they seem to be remaining resolute, stating that they have no intention of cutting prices."

Asustek, for one, isn’t interested in cutting its prices. Its Eee Pad Transformer has been the surprise Android tablet success story, and a successor is expected shortly.

Jerry Shen, Asustek’s CEO, reckons Ice Cream Sandwich will aid Android tablet manufacturers in their fight against the iPad. An announcement is expected from Google this coming Tuesday, October 11.

via: The Guardian

Read more about: Apple iPad 2ASUS Eee Pad TransformerAndroidiOS

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UKAndroid  Oct. 6, 2011 at 16:22

The "Amazon Market" and "Fire" are not available outside North America and there's a big world out here - the Far East is a far larger market than North America. Whilst Amazon may well sort out rights deals for Europe and the Far East, don't hold your breath.

In the meantime other phones/tablets will be out with more "bang for the buck" and content owners will not put all their eggs in one basket. iTunes, Amazon, Google and others will continue to offer their own distribution mechanisms but none is likely to be exclusive.

Some of these analysts have blinkers on - or perhaps they are only considering the North American market.


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