Apple to emulate 3DS technology, 'take the lead' - Pachter

Analyst doesn't expect Nintendo to sustain first mover advantage

Nintendo has been playing up the non-gaming capabilities of 3DS over the past few weeks - with good reason, we think - but Wedbush analyst Michael Pachter expects Apple to emulate and eventually surpass what the game maker can offer in the 3D entertainment space.

While the Japanese company believes 3DS will be the first mass-market 3D device, and president Satoru Iwata expects the portable's 3D video capabilities to be one of its most popular features, Pachter thinks the firm will struggle to sustain its first mover advantage when Apple gets on the 3D bandwagon.


"It's pretty clear that Apple intends to emulate (see their patent filings last month), so only a matter of time before we see tablets with the same technology used for viewing movies," he told us.

"I'm not sure that the screen size of the 3DS will be ideal for watching movies, and Apple is pretty far ahead with its iTunes/App store, so it's more likely that Apple will take the lead once it releases a glasses free device..."

Pachter added: "I'm really not confident that Nintendo thinks of itself as an entertainment company; rather, they seem laser focused on games, and that has served them well.

"Apple, on the other hand, is constantly trying to branch into entertainment, usually with great success, and is famous for taking others' ideas and iterating them into a new form factor and generating a lot of new content.

"I expect them to do the same with the 3DS technology, and it will be interesting to see if Nintendo's first mover advantage is sustained."

The analyst also said he expects the success of 3DS to speed up the pace of development of glasses-free TVs.