Recent estimates on the tablet market in the second quarter show Apple's (NASDAQ:AAPL) position slipping as rivals gain. Samsung in particular is becoming a larger threat, and ASUS has benefited greatly from building Google's (NASDAQ:GOOGL) Nexus 7. Apple's iPad units came in soft last quarter, but the devil is in the details.

In the following video, Fool contributor Evan Niu, CFA, and Eric Bleeker, CFA, discuss the broader context to the estimates, and why Apple investors shouldn't be overly concerned... yet.