Tuesday, March 1, 2011

The Smartphone v. PC Tipping Point and Tablets

What about Tablets?  Where do they fit in the Smartphone-PC tipping point debate?  IDC did not count Tablet Shipments in Q4 2010 PC shipment numbers.  If they had, the numbers would have been much closer to all square.  It is obvious Acer and Microsoft's comments that Net book sales have been gutted by sales of Tablets.  Since 2011 has been dubbed the year of the tablet that is only going to hurt PC shipments at an increasing rate going forward.  Apple sold over 7 million iPads in Q4 2010, Samsung sold 2 million Galaxy Tablets, at that rate Apple and Samsung will sell almost 40 million Tablets in 2011.  That does not include entries from some serious competitors such as Motorola with its Xoom, Samsung with its new 10.1" Tablet, LG, and Toshiba and more.  Some analysts are predicting Tablet sales exceeding 50 million units.  That only underscores the premise that Q4 2010's Tipping point is permanent.  What does the move to Smartphones and Tablet mean to adoption of Mobile Health Systems?  That is a question that means a lot to me and to those I work with.  

1 comment:

  1. Another excellent commentary from paul. I have always valued his advice and found his insights to be very much on the mark. I look forward to hearing more from him. Andrew

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