The deluge of tablet PCs is under way. Fears abound that supply may exceed demand. Fears abound that upstream supply will be tight. There is enough fear around for everyone.
The natural consequence of the commoditization of tablets is that prices will fall. This will work for Android/Linux systems because there is extra margin there. Apple is selling lots of units and as the price falls Apple will have to lower prices to keep share. The net result is that the share going to Android/Linux will rise sharply. Apple will become just one supplier among many.
It will be a good year for buyers. Suppliers will have lots of stress. It will be a great year for Linux.