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.

Eric Bleeker, CFA, has no position in any stocks mentioned. Fool contributor Evan Niu, CFA, owns shares of Apple. The Motley Fool recommends Apple and Google. The Motley Fool owns shares of Apple and Google. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.