Originally Posted by solipsism
Note that Apple won by legally taking the majority of the revenue and profit. That’s winning. If you regulate winning to marketshare by ignore profit then you end up with what HP and Dell have in the PC industry. Each have abut 25% and yet Apple takes ⅓ of the profit. You also have to ask yourself if marketshare over profit was so important why hasn’t Apple licensed Mac OS X yet as it would increase their marketshare.
No, I mean winning as in "dominates the market segment so much that the EU starts having conniptions". Apple may make the lions share of the PC market profits but they don't dominate it like the iPod does the MP3 market.
Market dominance generated $4.55B of revenue/$3.06B operating income this last quarter for Microsoft (Windows Division). I dunno that is typically factored into the 1/3 profit number attributed to Apple for the PC market as opposed to profits of HP, Dell, Acer, etc.
Apple has very low probability to successfully dominate the cell phone market...even the smartphone market...simply because of size. 314M phones worldwide, 172M smartphones. Selling 30M+ iPhones into that market makes you a major player but not dominant. Apple IMHO has no real expectations of "winning" that market and had from the start tempered expectations to be reasonable (1% of the market). They didn't intend to be Nokia with a product for every price point and given Apple success is tied to hardware sales that is the only way they can dominate. Highly profitable? Yes. Very successful? Yes. Major Player? Yes. Win? Not so much.
If Apple sells 30M iPads/year they probably own 70% of the tablet market based on the 40-50M netbook market size as a rough guide. Given the $499 to $829 range the iPad is meant to address as much of that market as reasonable for Apple.
Dell, HP, Samsung, etc can make Android slates but Apple's production constraints won't be a limiting factor for market dominance as it does for phones.
I don't see why this is contentious at all. Tablets are an area that Apple can really win big in and Jobs just threw down the gauntlet. There's no need whatsoever to try to define the word "win" to one limited limited aspect whether that is market share or profits. Apple intends to have both.