iSuppli predicts that tablets will ship about half the number of units as “PCs” by 2014 with annual growth around 72%. This will sorely impact Intel as ARM CPUs will run most tablets and M$ will have to compete strongly in this space with “8” to have a share.
In 2011, they predict 58million tablets will ship. That’s already impacting netbooks and notebooks. Meanwhile more smart phones are shipping than x86 PCs so there’s no way to avoid huge numbers of consumers valuing Android/Linux units which are widely available at retail outlets and advertised agressively. iSuppli predicts that tablets and smartphones will also take a bite out of digital cameras and music players. They are truly the new PC.