"I don't believe the Project Café will face much competition from any iOS product. There isn't much of a competitive overlap between console sales and mobile sales according to our surveys. Long-term, however, we do anticipate that Apple will begin to explore launching a competitive product that utilizes in-home televisions, which would compete directly with Nintendo. I don't know if Apple plans to make such announcement next month. The lackluster 3DS sales are likely more attributed to the current quality of the software rather than competition from the iOS mobile markets; however, there is no doubt at this point that some competitive overlap exists. Apple has realized by now that interactive entertainment has become a serious pillar behind the success of the iOS platforms and we should expect Apple to continue to explore additional ways to capitalize on the $20 billion worldwide console and handheld markets." - EEDAR's Jesse Divnich
"I really do 't see Apple as being a huge direct threat to Nintendo. I think Nintendo has a lot of challenges but I really don't see Apple as a direct competitor. Apple is making so much money from its hardware it is really more focused on phones and tablets (Android competition). The main focus of Apple is competitors are trying to catch-up fast in the phone and tablet market and they are looking to push the iOS as better than Ice Cream Sandwich which comes out for Android in Q4. Nintendo can look at some of the things Apple has done as inspiration... If I was Nintendo I would look to upgrade iOS people to DS products. Like my wife who last week bought her first DS game ever. It was a DS version of a game she had played for free on iPod. She will never buy an app for iPod, but she bought one that was free for iOS for her DS for real money at the store. I think Satoru Iwata was right in his general concern that many cheap platforms and cheap apps make games in danger of being a commodity... It is more game developers in general that need to be worried about Apple and more the spread of free or low cost games. Apple is more concerned about getting tons of content on its system to drive hardware sales. They don't really care about that big hit; they mainly want diversity and a lot of product...quantity over quality. The same is true of a Facebook or any other service that is concerned with total users and not so much individual products." - David Cole of DFC Intelligence
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"I really do 't see Apple as being a huge direct threat to Nintendo. I think Nintendo has a lot of challenges but I really don't see Apple as a direct competitor. Apple is making so much money from its hardware it is really more focused on phones and tablets (Android competition). The main focus of Apple is competitors are trying to catch-up fast in the phone and tablet market and they are looking to push the iOS as better than Ice Cream Sandwich which comes out for Android in Q4. Nintendo can look at some of the things Apple has done as inspiration... If I was Nintendo I would look to upgrade iOS people to DS products. Like my wife who last week bought her first DS game ever. It was a DS version of a game she had played for free on iPod. She will never buy an app for iPod, but she bought one that was free for iOS for her DS for real money at the store. I think Satoru Iwata was right in his general concern that many cheap platforms and cheap apps make games in danger of being a commodity... It is more game developers in general that need to be worried about Apple and more the spread of free or low cost games. Apple is more concerned about getting tons of content on its system to drive hardware sales. They don't really care about that big hit; they mainly want diversity and a lot of product...quantity over quality. The same is true of a Facebook or any other service that is concerned with total users and not so much individual products." - David Cole of DFC Intelligence
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