OMG! Tablets Are Here

Earlier predictions were that tablet PCs would ship 45, then 55, then 60 million in 2011. Display Search claims that 73 million was the bottom line in 2011.

That’s huge, nearly 1/4 of all notebooks+netbooks+tablets. That means a lot of Wintel PCs were not built/sold/shipped last year. That’s a huge bite out of the monopoly. If 2012 is anything like 2011, the monopoly will be gone/finished/less than 50% of personal computers shipped. It is gone now if you count smart phones as personal computers which many do.

I have no knowledge, but if people were predicting about 60 million tablets before Christmas and the result was 73 million, I expect most of the difference were sales of tablets near Christmas, 12 million tablets. If every one displaced a Wintel PC, that’s $600 million or so off M$’s bottom line, a lump of coal in the stocking. Their next filing with the SEC will be in January in about two weeks. With NetApplications showing great growth for GNU/Linux and Android/Linux, that could be a very interesting event.

The trend is growing and within that Android/Linux continues to have more apps and more units per day sold. Remember the dead netbook? They are up 20% to 25 million as well. People are loving small cheap computers. Guess how many want to send $100 to M$ every time they buy one. 😉

UPDATE
The Register has a story that suggests 2% of UK adults got a tablet near Christmas. More than a million Kindles were bought in UK. Fewer iPads were sold, too, meaning Android/Linux cleaned up.

About Robert Pogson

I am a retired teacher in Canada. I taught in the subject areas where I have worked for almost forty years: maths, physics, chemistry and computers. I love hunting, fishing, picking berries and mushrooms, too.
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3 Responses to OMG! Tablets Are Here

  1. Clarence Moon says:

    Just by happenstance, a reference to this arrived in my daily spam email from ZDnet:

    http://www.zdnet.com/blog/mobile-news/latest-android-figures-paint-dismal-tablet-picture/6296

    Since Mr. Pogson is such a fan of inferential statistics, he might be interested in refuting the claim.

  2. Clarence Moon says:

    My own opinion is that the iPad and Kindle Fire really serve two distinct markets. There may be some overlap of customers who do not have a clear idea of what they want, but, in the main, they are different.

    If someone buys a Kindle Fire, as I have done (and may buy yet another since my wife has taken over using it much of the time), they are not necessarily a lost sale for Apple. I have never been in the least interested in buying an iPad. If I didn’t have the Kindle, I would just do without and use my laptop or net book on WiFi.

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