Here are some of the key takeaways on the Kindle Fire ecosystem:
The Kindle has not managed to achieve real scale globally: The Kindle line, including e-readers, took only a 2% share of global tablet shipments in the third quarter of this year, according to BI Intelligence estimates. That share will bounce back in the fourth quarter, since Kindle sales are strongly influenced by holiday gift-giving. However, due to competition from low-priced Android tablets, Kindle isn't likely to be more than a slice of the tablet market.
The Amazon Appstore is also generating strong revenue results. Popular Kindle Fire apps are generating 59 cents of revenue for every dollar earned by top apps in the Google Play store, according to a Distimo study. Download volumes are about half those on Google Play for top app titles — impressive considering how many more Android devices are in circulation.