February 8, 2010

iPad Energizes $4 Billion Tablet PC Semiconductor Opportunity by 2014

The debut of the iPad promises significant opportunities well beyond just Apple.  The iPad promises to energize the emerging tablet PC segment, creating a potential semiconductor opportunity of over US$4.1 billion in 2014 reports In-Stat (http://www.in-stat.com). Other component vendors will capitalize on the new opportunity for batteries and displays, as well.

Tablets have quickly become a high priority for competitors across the value chain, including mobile operators. Even more important, is that the opportunity in tablets is complementary to other mobile devices, particularly smartphones and netbooks.

Recent research by In-Stat found the following:

• The potential unit Total Available Market (TAM) for Tablets is about 50 million in 2014.
  
• Based on device Bill of Material (BoM) estimates, initial pricing of mainstream tablets should be in the $400-$500 range.
  
• Thus far, only Apple and ICD have indicated carrier strategies, and only Apple offers an entire solution that includes content and applications.
  
• Positioned between smartphones and PCs, tablets are attracting the interest of consumer electronics (CE) and computing OEMs.

This Market Alert is drawn from the In-Stat research,  The Rise of the Internet Tablet: The Keys to Success (#IN1004604WH), which covers the worldwide market for Internet tablet PCs. It includes:

• Examination of the potential for the internet tablet.
• Analysis of bill of materials and forecasting of future trends.
• Examination of products and strategies of some of the initial market entrants, such as Apple.
• TAM figures for silicon and non-silicon components based on device forecasts and estimated bill of materials.

To purchase it online, please visit: http://www.instat.com/catalog/wcatalogue.asp?id=66

The price is $2,995 (US).

This research is part of In-Stat’s Mobile & Computing Devices service, which examines the market trends, consumer requirements, form factors, and features of mobile communications and computing devices, including cell phones, smartphones, MIDs, mini-notes/netbooks, and PCs.

Related In-Stat research:

Worldwide Smartphones

Portable Entertainment Device Tracker

Wi-Fi in Entertainment Devices: Wi-Fi Becomes the Multimedia Interface of Choice

Mobile Graphics & Multimedia

About In-Stat

In-Stat’s market intelligence combines technical, market and end-user research and database models to analyze the Mobile Internet and Digital Entertainment ecosystems. Our insights are derived from a deep understanding of technology impacts, nearly 30 years of history in research and consulting, and direct relationships with leading players in each of our core markets. In-Stat provides its research through reports, annual subscriptions, consulting and advisory services to inform critical decisions. Technology vendors, equipment manufacturers, service providers and media companies worldwide rely on In-Stat to support critical business, product and technology decisions.