J.P. Morgan analyst Mark Moskowitz tells clients in a note — as reported by “AppleInsider” (http://www.appleinsider.com) — that aggregate tablet build plans have declined by roughly 10% since early March. He thinks this means that “non-Apple tablet hopefuls have adjusted to the weak showing so far.”
Describing the trend as an “early dose of reality,” the analyst noted that the market has yet to see a high-volume tablet competitor to the iPad. Moskowitz cites Asustek’s Eee Pad Transformer, Motorola’s XOOM, RIM’s PlayBook, and Samsung’s Galaxy Tab as examples of tablets that have failed to gain traction and whose makers have consequently reduced build plans.