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Google is facing a problem because “tablet share loss leads to smartphone share defection,” the report says, predicting that Android tablet share (EXCLUDING THE AMAZON Kindle Fire) will drop to 21 percent next year from 33 percent this year. Consequently, Android smartphone share will decline next year to 53 percent from 55 percent this year. “We ultimately see Google as trying to find a way to stay just as relevant in the new compute paradigm as it was during Web 1.0 and 2.0,” the report says.
Microsoft, meanwhile, is struggling already because its market share of “total consumer compute” has fallen from 93 percent in 2000 to a predicted 20 percent in 2012. The report expects the company to need to “sell roughly 5 Windows Phones or roughly two Windows 8 RT tablets to offset the loss of one traditional Windows PC sale.”
Among other tech companies, Facebook (NASDAQ:FB) and Samsung were also “well positioned” in the “context of platform adoption,” while Amazon was “straddling the line.”
What Could be the Impact?
Apple was yet to see any gains on the positive note on Thursday morning and was down 0.91 percent at $534.10 at 11:36 a.m. in New York. The Dow Jones Industrial Average and the S&P 500 were having a rough morning as well, down 0.12 percent at 3,229.11 points and 0.20 percent at 1,425.63 points, respectively.
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