In fact, “compete” may be too soft a term. Apple could easily clean its opponents’ clock. It could quickly dominate e-books much as it conquered e-music with the launch of iTunes in 2003.
First off, let’s assume the tablet — or at least the larger version of it — has a 10-inch backlit display, wireless broadband, a touchscreen, and a Web browser. If so, it would provide a better ergonomic experience than the Amazon Kindle 2, which lacks backlighting and a touchscreen. Let’s also assume the tablet’s display will have a higher screen resolution than the Kindle’s 600 by 800 pixels, and that it’ll do a better job of managing PDF files. Add it all up, and the tablet is a better user experience, excluding battery life. It’s highly unlikely that Apple’s multifunction device would outlast the Amazon or Kindle reader in that competition.
What about the Kindle DX, Amazon’s larger e-reader with a 9.7-inch display? It suffers from many of the Kindle 2’s shortcomings, and seems more like a niche player destined for the education/textbook market.
And the Sony Reader? Well, it’s improving rapidly. The Reader Touch Edition has a 6-inch touchscreen; the Reader Daily Edition has AT&T’s 3G mobile broadband. But like the Kindle, the Reader is essentially a single-use appliance. And with prices ranging from $200 to $400, it’s a fairly expensive one at that. While reports indicate the Apple tablet may cost more — probably in the $600 to $800 range — it’ll do a lot more too, perhaps even double as a notebook PC.
Apple has one big edge over Sony: Its iTunes store is an established online marketplace that already sells music, movies, TV shows, and, of course, iPhone apps. Cupertino doesn’t have to reinvent the wheel to add e-books to its online retail mix. (Amazon, of course, is no slouch when it comes to online retailing either.)
To me, Apple’s biggest advantage in the e-book reader market would be the versatility of its tablet. Given a choice between an Apple tablet as described above, a Kindle 2, and a Sony Reader Daily Edition (the one with built-in 3G), I’d be willing to pay a little more for the tablet.
Will Apple enter the e-book market? We may find out as early as next month.
Contact Jeff Bertolucci via Twitter (@jbertolucci ) or at jbertolucci.blogspot.com .