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The tablet market is exploding, but it's sometimes easy to miss just how fast it's growing.
2011-02-16
Morgan Stanley Research has a good report on the state of the tablet market and, more importantly, where it's going.
Summary in four words? Tablets will be HUUUUUGE.
No other category of mobile device has ever grown so fast.
Morgan Stanley
What's more, it's huge in the enterprise as well.
Morgan Stanley
Most people hadn't expected tablets to be so big in the enterprise. ("It's a toy", etc.)
Morgan Stanley
Global demand is huge. (Look at China!)
Morgan Stanley
Over 40% of people want tablets. As prices drop, more and more will get them.
Morgan Stanley
It's not just a fad: interest is growing.
Morgan Stanley
People use tablets mostly to consume content...
Morgan Stanley
...Which happens to be what people use PCs for as well!
Morgan Stanley
People are shifting some of the time they spend consuming content on their PC to their tablet, but still use mostly their PC to create content. (This is consistent with our personal experience.)
Morgan Stanley
People are using PCs less and less...
Morgan Stanley
This means tablets are cannibalizing PCs. (Watch out Microsoft!)
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Tablets are ALREADY eating into PC sales.
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And it'll have more effect in the future.
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And tablets are DESTROYING netbooks.
Morgan Stanley
We're going from a computing world dominated by one device (the PC) to one with many devices (smartphones, tablets, laptops, desktops). Side note: this is bullish for the cloud, which is needed to tie it all together.
Morgan Stanley
BEARS: "Tablets are still really small!" BULLS: "Look at how much growth there's left!" (We're with the bulls.)
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85 million tablet shipments by 2012 is reasonable.
Morgan Stanley
But over A HUNDRED million is possible in 2012 as well.
Morgan Stanley
Everyone and their brother is coming out with an Android tablet this year.
Morgan Stanley
If you're a gambler, here's the stocks you should buy/short if you want to "play" the tablet narrative.
Morgan Stanley
Quick rundown of the big tablet milestones coming up this year.
Morgan Stanley
This is our favorite chart: tablets are part of a bigger narrative, which is the mobile internet, and will be HHHHHUGE.
