Infinite Research Research Report

Worldwide Tablet Computer Market Forecast

Infinite Research’s global analysis of the Tablet computer market

details the critical trends, forces, industry developments, business
models, and success factors driving Tablet sales and adoption.
 Worldwide Tablet Market Forecast
Overview & Executive Summary

Section
Report &Spread Title
Market Overview
The global market for Tablet computers officially entered a period of rapid growth and
expansion in 2010. Apple’s launch of the iPad marked the start of the Tablet revolution.
Across the globe, Tablet sales and adoption are being driven by the demands of today’s
mobile society. Consumers and enterprises alike need real-time, on-demand access to
content, the internet, computing and communication tools, and high-quality services.
Additionally, end-users are seeking limitless access to these features, and the ability to
remove the constraints of physical location from daily life. Tablets, equipped with the
power of mobile computing, have emerged as the perfect solution.

Sleek user interfaces, quality components, extended battery lives, portability, competitive price
points, excellent functionality, and access to content & apps have allowed Tablets to become
a core computing device, seen in the same vein as smartphones and PCs, and sought by users
globally. It is therefore not surprising that Tablet adoption is occurring at an even faster pace
than the historic rates set by peer devices such as cell-phones / smartphones, computers, mp3
players, game consoles, and DVD players. Adoption is also underway across a wide variety
of sectors, including in the consumer, retail, industrial, healthcare, education, business, and
military markets. Further market expansion will occur as other sectors become familiar with
the solutions, power, and functionality offered by Tablet computers.

In a short period of time, the Tablet market has spawned a robust industry and ecosystem
with an aggressive growth outlook. Original Equipment Manufacturers (OEM), component
suppliers, software developers, service providers, and IP & content owners are profiting from
the growth of the Tablet space. The market is only in its infancy, and new opportunities and

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 Worldwide Tablet Market Forecast
Overview & Executive Summary

Section Spread
competitive advantages will aboundTitle
as the space continues to develop. This report will detail
such opportunities and provide market forecasts, sizes, and growth rates. Overall, Infinite
Research expects that 147.2 million Tablet computers will ship in 2015, up from 16.1 million
units in 2010.

Scope of Study
This report examines the global market for Tablet computers. After several relatively dor-
mant years in the last decade, the Tablet PC market entered a state of rapid growth in 2010.
Tablets are being adopted across nearly all geographic markets globally, as well as in a wide
variety of industries and sectors.

The first chapter of this report introduces Tablet computers, provides a market definition and
history, and briefly discusses key market developments. In chapter 2, the critical trends and
forces impacting the Tablet market are discussed. Specific commentary is provided for end-
user, OEM, technology, vertical market, and component supplier trends & forces. The third
chapter discusses the Tablet computer’s impact on the information technology (IT), Telecom,
and video-gaming industries. Critical market developments driving Tablet adoption in the
consumer, healthcare, education, military, retail, and industrial sectors are analyzed in Chap-
ter 4.

Chapter 5 presents our Tablet market forecasts and analysis for the time period of 2010 –
2015. In this chapter, forecasts are available at the geographic, vendor, and operating sys-
tem level. In-depth quantitative statistics covering market shares, revenue opportunities, and
shipment data are provided. The conclusion and market summary is presented in Chapter 6.

This report will answer the following questions:

• What is the size, growth rate, and revenue opportunity associated with the Tablet mar-
ket? Answers to this question are provided at the geographic, vendor, operating system,
and connectivity (technology) level.

• Who are the key companies offering products and services throughout the Tablet market
ecosystem and value-chain?

• What are the keys to success for companies targeting and operating in the Tablet space?
What business models are currently manifesting?

• What are the key trends, forces, and developments impacting the global Tablet market?

• What will be the impact on the IT and Telecom sectors, as well as the effect on other
computing and communication device categories?

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 Worldwide Tablet Market Forecast
Overview & Executive Summary

Section
• Which verticalSpread Title
markets / sectors
as a result of Tablet adoption?
will be adopting Tablets? How will these markets evolve

• What challenges exist in the marketplace today?

• What is the outlook for the overall market going forward?

Executive Summary
The global Tablet market will enjoy a multiyear wave of growth resulting from end-customer
market demand and the increased need for high-quality and efficient mobile computing de-
vices. As a result, growth in the Tablet market is expected to be significantly higher than in
other traditional computing segments over the 2010 – 2015 forecast periods.

The following list summarizes the major findings of our study.

1. Although still in its relative infancy, the Tablet market and associated ecosystem are de-
veloping quickly as OEMs are utilizing knowledge and relationships from previous mo-
bile computing efforts, such as smartphone development and deployment.

2. Tablet PCs and the mobile computing phenomena are threatening to cause a shift in
industry leadership and dynamics in both the technology and telecom sectors.

3. Early movers are building competitive advantages and reaping the benefits in the form of
profits. Despite this fact, the market is young and numerous large-revenue opportunities
exist for those companies offering differentiated products and/or services.

4. The netbook market is most threatened by the introduction of Tablet PCs. From a
manufacturing standpoint, cellular handset makers and PC manufacturers are battling
for Tablet market share.
5. Demand for Tablets is high in both the consumer and enterprise markets. Mobility, in
combination with real-time access to content and services, are the major factors driving
adoption.

6. In response to strong customer demand, total Tablet computer shipments will increase
from 16.1 million units in 2010 to 147.2 million units in 2015. This represents a com-
pound annual growth rate of 56%. Tablets are expected to see faster adoption than
any previous mobile internet device, including smartphones, e-readers, mp3 players, and
game consoles.

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 Worldwide Tablet Market Forecast
Overview & Executive Summary

Section Spread Title

Table of Contents
Report Overview I

Scope of Study I

Executive Summary III

Chapter 1: Introduction & Market Overview 1

1.1 Market Definition 2

1.2 Brief Market History 2
1.3 Today’s Tablet Market 3

Chapter 2: Tablet Market Trends & Forces 5

2.1 Technology Trends 5

Broadband Penetration & Mobile Internet Use 5
Mobile Network Traffic Overload 5
Wi-Fi Lacks Borderless Mobility 5
The Need For Load Balancing 6
Demand For Cloud Services 6

2.2 Component Supplier Trends 6

Display Panels 6
Solid State Drives 7
Batteries 8
Connectivity Components 8

2.3 OEM Trends 8

Tech Industry Leaders Are Under Pressure 9
Ecosystems 9
Death Of The Netbook, Notebook, and Desktop? 10
Death Of The E-Reader? 10
Product Differentiation & The Race To Catch Apple 11

2.4 End-User Trends 12

Content On The Go 12
Social Networking & Tablet Adoption 13
Increasing Use Of Paid Internet Services 13
The End-User Experience Matters 13

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 Worldwide Tablet Market Forecast
Overview & Executive Summary

2.5 Vertical Market Trends 13

Can Tablets Save The Healthcare Industry? 13
Section Spread Title
The Education Sector Looks To Reduce Expenses 13
Mobile Advertising Gets A Boost 14
Impact on Traditional Web Advertising 14
Gaming Expands 14

Chapter 3: Industry Impact Analysis 15

3.1 Impact On The Technology Industry 15

3.2 Impact On The Telecommunications Industry 18
3.3 Impact On The Video-Gaming Industry 19

Chapter 4: Key Markets For Tablet Computers 21

4.1 Tablets In Education 21

4.2 Tablets In Healthcare 22
4.3 Tablets In The Military 24
4.4 Tablets For Consumers 25
4.5 Tablets In The Retail Sector 27
4.6 Tablets In The Industrial / Asset Management Space 28
4.7 Tablets For Business & Professional Services 29

Chapter 5: Worldwide Tablet Market Forecast 31

5.1 Worldwide Tablet Shipments By Region 31

5.2 Worldwide Tablet Market Share By Region 32
5.3 Vendor Market Share (Apple vs. Others) 33
5.4 Worldwide Tablet Shipments By Vendor (Apple vs. Others) 34
5.5 Tablet Operating System Market Share 35
5.6 Worldwide Tablet Shipments By Operating System 36
5.7 Market Share By Connectivity Technology 37
5.8 Worldwide Tablet Shipments by Connectivity Technology 38
5.9 Global Average Selling Price For Tablet Computers 39
5.10 Worldwide Tablet Revenue By Vendor (Apple vs. Others) 40
5.11 Worldwide Tablet Revenue by Region 41

Chapter 6: Conclusion 42

6.1 Market Review 42

6.2 Market Challenges 43
6.3 Market Outlook 43

Appendix: Overview Of Key Tablet Models 45-47

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 Worldwide Tablet Market Forecast
Overview & Executive Summary

List Of Market Forecast Charts & Tables

Section Spread
Worldwide Tablet Shipments ByTitle
Region

Worldwide Tablet Market Share By Region

Vendor Market Share (Apple vs. Others)

Worldwide Tablet Shipments By Vendor (Apple vs. Others)

Tablet Operating System Market Share

Worldwide Tablet Shipments By Operating System

Market Share By Connectivity Technology

Worldwide Tablet Shipments by Connectivity Technology

Global Average Selling Price For Tablet Computers

Worldwide Tablet Revenue By Vendor (Apple vs. Others)

Worldwide Tablet Revenue by Region

Ordering Information

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terly Forecast Updates
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About Infinite Research

Infinite Research is a strategic consulting and market research firm focused on Connected Devices,
Machine-To-Machine (M2M) Communication, The Internet of Things, Smart Services, and other
emerging technologies. Our unique blend of quantitative forecasting and domain knowledge pro-
vides clients around the world with the insights needed to build competitive advantages and drive
value creation. Infinite Research works with technology suppliers, manufacturers, service providers,
value-adders, investors, and educational institutions interested in understanding the implications of
the shift to a global (Internet) Connected World where machines, people, sensors, devices, and busi-
ness all seamlessly interact in-real time.

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