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iPad energizes $4 billion tablet PC semiconductor opportunity by 2014: In-Stat 8 February, 2010 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. 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," says Jim McGregor, In-Stat analyst. "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.
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