Last year, Android/Linux began to gain traction in the tablet PC market. This year, even the white-box makers of tablets in China are cranking out 3 million tablets a month. Samsung, HTC, Amazon and the rest are producing more than that. IDC expects growth of tablet shipments of 40% but it could easily be 100%. At this rate, iPad is soon to lose its majority share of units shipped.
Digitimes – “The white-box makers are able to deliver a 10.1-inch model, which runs on Android 4.0 and has a display resolution of 1024 by 600 and 4GB built-in storage, at FOB prices of about US$100-110, indicated the sources.”
2012 is also the Year of the Small Cheap Computer. Why wait for Christmas to buy one? You can buy a PC for about the price of a monitor. At these prices, M$ will be unable to compete without cutting prices. Finally we have competition returning to retail shelves.