“The slide [on the botttom] shows the potential for growth if tablets are to reach the population penetration of PCs (21%), smartphones (22%), or TVs (78%),” Kahn reports. “The data in the slides comes from Morgan Stanley, which just so happen to lower its 2014 tablet growth forecast earlier this month suggesting that weaker than expected iPad sales could stick around for the rest of the year.”
Kahn reports, “Another interesting slide from Meeker’s presentation gives a good look at how iPhone is struggling to keep up with the lower price points of Android smartphones.”
See Meeker’s entire 164 slide presentation in the full article here.