Tablets will keep beating down PC sales through 2011 according to IMS report

• 30/03/2011


Tablet and eReaders will continue to hurt the portable PC industry according to research in a report done by IMS Research. The report shows that Tablet and eReaders increased by 90% shipments in Q3 of 2010,, then by 124% in Q4 of 2010. The report expects tablets and eReaders to move up to 242% increase in shipped units for the end of 2011, which will account for 23% of the total number of portable PC’s (laptops) shipped during the same time.

It’s obvious that PC makers will want to get in on the mobile and Tablet business to stay alive. Dell, HP, Apple, Asus and Acer all have Tablet and mobile device offerings, which I’m sure they are aware will soon be their bread and butter of the business soon to come. This report doens’t look liek it tales that into consideration, but if I were Gateway, I’d be very worried!

eReaders and tablets have a great holiday, set to continue performing through 2011 and beyond

IMS Research forecasts 213% growth & 90 million shipments combined in 2011

Austin, Texas – March 29, 2011. eReaders and tablets were the hot products of the final quarter of last year as consumers gifted the devices during the holiday season, according to IMS Research’s latest Quarterly eReader & Tablet Report.

eReader shipments totaled 5.1 million units worldwide in Q410, up 90% on the previous quarter, and an increase of 116% on Q409. Amazon and Barnes & Noble were the primary beneficiaries, gaining share at the expense of Sony, Hanvon and others. Barnes & Noble overtook Sony to rank second in the market, and its new NOOK Color eReader, retail presence and growing eBookstore should result in further gains.

“With strong promotional efforts in the first quarter, and the NOOK Color ramping, we expect minimal seasonal weakness in Q1 11,” says IMS Research Displays SVP Ross Young. “In fact, a 2% sequential rise, and 178% year-on-year spike to 5.2 million eReader units is expected. IMS Research also forecasts 146% growth for 2011, with total shipments running to 29 million units, on the back of lower prices in the second-half, increased availability of new functions (touch) and new features (color), plus the maintenance of a wide price gap vs. tablets.

Tablets outperformed eReaders in Q410, with sales rising 124% quarter-on-quarter to 9.4 milion units thanks to strong iPad holiday sales and significant sell-in of the Samsung Galaxy Tab. Apple’s sell-in market share fell to 78%, with sell-through share significantly higher.

“In Q1 2011, the Tablet market is also expected to experience minimal seasonal weakness, falling 6% to 8.8 million units,” says Young. “Sequential growth is not expected as new product shipments from Apple, Motorola, RIM and others are unlikely to be sufficient to offset sell-through challenges at Samsung, traditional seasonal weakness and certain component constraints.”

For all of 2011, IMS Research predicts Tablet growth of 242% to 58 million units. This represents 23% of the total portable PC market, up from 8% in 2010 on widespread consumer adoption and increased acceptance in commercial environments. Apple is forecast to maintain over a 75% share of the Tablet market in 2011 on its software, cost, price and first-mover advantages. Tablet display shipments are expected to rise 247% to 63 million units.

[Via – BGR]

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