“Some tablet exhibitors at the ongoing HKEF 2012 (Hong Kong Electronics Fair, Autumn Edition) estimate that China-based white-box makers as a whole are shipping four million tablets a month currently.
Allen Wu, president, ARM China, predicts that shipments of Android-based tablets by China makers are likely to reach 50 million units in 2012 and increase to 100 million units in 2013.”
By comparison, Apple shipped 17 million tablets last quarter, so this is a major piece of the pie and it is competition particularly in emerging markets which are quite price-sensitive.
Also by comparison, shipments of x86 PCs have been down for several quarters so ~100% per annum growth in tablets and Android/Linux tablets is a huge shift in how IT is done. Sooner or later even the naysayers will have to open their eyes and see that the good old days of Wintel are past. In this market, is anyone going to buy a Wintel tablet? A WARM tablet? Some. There’s no way retailers are going to give M$ a monopoly on retail shelves so M$ will be just another player in the tablet arena and a shrinking player in IT overall.
Here’s what $56 will buy you: