Julian Yap

Evercore on the impact of Kindle Fire on other Android tablets

Amazon’s success may just vaporize other “for profit” Android tablet OEM roadmaps.

The biggest competitor to Android tablets is Android itself through Amazon’s Kindle Fire. As I mentioned the other day “the Kindle Fire defines the bottom end in tablet pricing”:/2011/12/03/the-kindle-fire-defines-the-bottom-end-in-tablet-pricing.html.

The base price is so low that others such as Dell which “recently discontinued the Dell Streak 7”:http://www.streaksmart.com/2011/12/dell-streak-7-no-longer-being-sold-from-dells-website.html can’t compete as they rely on profits through hardware sales.

5 DECEMBER 2011 @ 11:35AM


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