1. Tablet Market Opportunities
IEEE Consumer Electronics Society
Mar 27’ 2012
Winston Choe
winston.choe@intel.com
2. Worldwide Tablet
Total Available Market Size
Average of Analyst Forecasts
162 Mu
74%
CAG
R 130 Mu
91 Mu
54 Mu
18 Mu
2010 2011 2012 2013 2014
Source: ABI, Gartner, isuppli, InStat, IDC (April 2011)
3. Tablets: The Fastest
Ramping Mobile Device
Source: Morgan Stanley
Research, Gartner, IDC, company
4. Worldwide Tablet Shipments
by Region
140.00
120.00
100.00
80.00
(M)
60.00
40.00
20.00
0.00
2010 2011 2012 2013 2014 2015 2016
Asia-Pacific North America Latin America
Western Europe Eastern Europe Middle East and Africa
Source: ABI Research:
Tablets, Netbooks, and MobileCE Market
5. Worldwide Tablet Share
by OS
2011 2016
Other OS,
PC Linux/Chrome OS, 2.8%
Other OS , 1.3%
1.3% PC Linux /
Windows 7,
3.6% Chrome
OS, 11.1%
Apple Windows
iOS, 31.5% 8, 10.0%
Apple iOS,
55%
Mobile Linux
(e.g. Android), Mobile Linux
38.6% (e.g.
Android, Tize
n), 44.6%
Source: ABI Research:
Tablets, Netbooks, and MobileCE Market
28. Tablet Market Opportunities
Financial
Retail
Services
Healthcare Education
Media & Emerging
Entertainment Markets
29. Tablet Market Opportunities
IEEE Consumer Electronics Society
Mar 27’ 2012
Winston Choe
winston.choe@intel.com
Editor's Notes
Winston ChoeMarket Development in the Intel Personal Computing GroupLook for technologies from Silicon to Services for integration to our platforms, through licensing, investment, acquisition.My talk will cover an update of the Tablet Market and Opportunities in terms of Technologies and Market-Segments.http://bit.ly/tF12zB
This Chart shows the Worldwide Tablet Market Size in the First 5 Years since the launch of the iPad in Jan 2010In the First Year, there were18m units soldLast Year, the actual units shipped was 69m, higher than the 54m estimateEven at the current forecasts, this represents a 74% CAGR over the First 5 Yearshttp://emma.intel.com:8089/Documents/12-03-13%20IDC%20Media%20Tablet%20Shipments%20Outpace%20Fourth%20Quarter%20Targets.pdf2011 Actual: 68.7m2012 Forecast: 106.1m
And this would make Tablets the fast ramping Mobile Device in historyThis Chart represents the Cumulative Shipments of products across various categories in the First 5 YearsPhones are the closest in terms of Market-Adoption, and they are still below the most conservative forecasts for TabletsFor those of us who have been in the Computing and Mobile Industry for many years like me, this was very surprising given that in 2010,the phone industry had been around for more than 15 years,tablet computers have been around for more than 10 yearse-Readers were already on the market.
This chart shows the Worldwide Tablet Shipments by Region in the first 5 YearsThe largest region is North America, with Western Europe and Asia-Pacific roughly equal in sizeI believe the forecasts are underestimating the growth in emerging markets where there is lower penetration of laptops today.Users there will more readily adopt a lower priced tablet device, especially if they are subsidized through an emerging market business-model
This chart shows the Worldwide Tablet Market Share by OSLast year, not surprisingly, the largest OS-share was iOS, followed by Mobile Linux (Android)By 2016, Android will take the lead in OS-share, while Windows8 tablets start entering the marketToday, almost all the non-Apple tablets in the market are Android basedSuccess of Amazon Kindle Fire will continue to drive this trend towards Android, although it will continue to fragment that ecosystem because it uses a highly customized version of Android and AppStore
This chart shows the Worldwide Tablet Share by VendorApple is the dominant leader, while Amazon and Samsung are the next closest vendorsNote that the Top 3 vendors have different business-models:Apple provides Content to sell high-end TabletsAmazon provides low-end Tablets to sell Content-Samsung primarily sells Tablets4Q11 MSS by Vendorhttp://bit.ly/wnhG88
Review some of the Latest Product TrendsThe New iPad uses a Retina Display to continue driving the user-experience and go into new markets. This increases the size of the battery and thickness of the tablet.The Kindle Fire extends the E-Reader to other use-cases, and applies cloud optimization to improve the user-experience while keeping the tablet cost lower with less on-board memory.
The PnanasonicToughpad is built to be Waterproof and we can expect other ruggedized tablets as they penetrate more sectorsLenovo IdeaPad is a Hybrid between Tablet and Laptop, running Windows 8 on Intel Corehttp://emma.intel.com:8089/Documents/12-02-08%20IDC%20CES%202012%20Media%20Tablet%20Roundup%20232995.pdf
Slider is a Hybrid between Tablet and Keyboard in a Sliding form-factorTransformer Prime is a Tablet with Keyboard accessoryMemo is a Tablet with a Stylus accessoryAll these Product Trends are towards making Content Creation as important as Content Consumption, which is the primary use case for Tablets today
10” and 7” are the leading Tablet display sizes todaySamsung Galaxy Note has a 5.5” display which is in between a Phone and a Tablet, to enter the creative market sectors
Toshiba Excite X10 has the thinnest tablet at 0.3”ViewsonicViewpad E70 has the lowest-priced tablet at $170 (cheaper than Kindle Fire)
Thinkpad Tablet is positioned for Business with additional features for Security, Manageability and App Shop for EnterprisesCisco Cius tablet is positioned for Business Video Collaboration
Augmented Reality:Overlay Augmented patient information on the Tablet through facial-recognition,New InterfacesSoft-keyboards with tactile feedbackGestureSecurity/ManageabilityHW/OS-level encryption, anti-theft, anti-virusSuper HD DisplaysFor viewing of broader range of patient informationPersonal AssistantsTap IBM Watson like intelligence/analytics, with Siri like personal experienceOSContinuing advancements in iOS, Android, Windows in terms of Power, UX
Augmented Reality:Overlay Augmented patient information on the Tablet through facial-recognition,New InterfacesSoft-keyboards with tactile feedbackGestureSecurity/ManageabilityHW/OS-level encryption, anti-theft, anti-virusSuper HD DisplaysFor viewing of broader range of patient informationPersonal AssistantsTap IBM Watson like intelligence/analytics, with Siri like personal experienceOSContinuing advancements in iOS, Android, Windows in terms of Power, UX
