Tudor Brown, the President of ARM discussed tablet today and affirms that tablets are a big deal and that they are far from meeting their full potential. To Brown, the current tablet market is simply ‘phase one’ of three total stages. We are currently in phase 1 in which there is only one company on the market, Apple. “You have to respect the iPad because it has singlehandedly created and driven a market,” Brown said. “There are not many markets where one company has such a lead.”
Phase two means market validation where other tablets emerge to “fill in the gaps,” said Brown. The emergence of several iPad rivals will represent the market developing into a complete ecosystem. Brown expressed surprise at the slow pace of most iPad competitors. “I’m amazed it’s taken nine months for others to bring something out,” he said. iPad competitors are currently waiting on Android 3.0 to be released because MarketPlace will provide a similar ecosystem to Apple’s App Store. In my opinion the late release date is being artificially maintained because 3.0 is coming out around 6 months after 2.0. We all know that manufacturers aren’t the best at releasing hardware updates. If Google would release 3.0 so soon after 2.0 the manufactures wouldn’t be able to cope.
In phase three is when the tablets can easily connect over the air to other screens, particularly televisions, according to Brown. “Just like an iPod has become many peoples’ music collections, tablets will become our video repositories,” he said. This shift could occur in as little as six months or as long as three years, said Brown. “Developing that technology isn’t easy,” he noted.
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