Morgan Stanley today issued a 96-page report today on the prospects for tablet computing, authored by numerous analysts, including Kathryn Huberty, Mark Lipacis, Adam Holt and Ehud Gelblum.
Tiernan Ray reports for Barron’s, “The big picture: people don’t appreciate how big tablet computing can get, write the authors. They project shipments of more than 100 million by 2012. (To put that in perspective, analysts have been projecting Apple may ship between 30 and 40 million units of its iPad this year, and the entire industry may ship 50 million, according to several published estimates I’ve seen.)”
“The best-positioned companies in this are the dominant tablet companies or the arms merchants: Apple, ARM Holdings (ARMH), Broadcom (BRCM), Samsung (SSNLF), and SanDisk (SNDK),” Ray reports. “The worst-positioned, in the view of Morgan Stanley’s team, are Advanced Micro Devices (AMD), Dell (DELL), Lexmark (LXK), and Ricoh. And that bears a little explaining: Leaving aside AMD and Dell, Morgan Stanley believes tablets will actually help push users more toward the ‘paperless office,’ and so they write that cannibalization of printing supplies is a much-understated potential area for cannibalization, and that that could hurt Ricoh and Lexmark.”
Read more in the full article, including two key charts, here.
[Thanks to MacDailyNews Reader “Tayster” for the heads up.]
they missed microsoft and intel i think.
Intel really doesn’t produce its own platforms.
And Microsoft would like to think that they do…
People underestimate the power of an instant on 10 hour battery life portable computer to change the way people work.
Most long time MDN readers know that you disregard anything Kathryn Huberty writes. Why are there so many new people on MDN since they went to whatever WordPress does for them?
Hahaha, I wonder how this new Morgan Stanley report compares to Mary Meeker’s report from last week that she now produces for Kleiner Perkins.
Huberty? No thanks.
if anything with all the good news lately and for years now for AAPL
Buy BUY AAPL stocks!!!!!!!!!!!!
2011 = $422 Add $101.99/yr
2015 = $828 oh yeah 🙂
> The best-positioned companies in this are the dominant tablet companies or the arms merchants…
The ONLY “tablet company” specifically mentioned is Apple. The rest are the “arms merchants.” I supposed Samsung is also a tablet maker, but they benefit far more from this trend by being a supplier to Apple (not a competitor).
what about HP? I think they will do OK. I’m still sticking with Apple.
Apple started own this market anyway you look at it.
IPad is alone in it’s functionality and MultiTouch technology.
Why’s everyone talking about tablets ( plural) when there ain’t any to speak of and there won’t be any worth considering formidable competitors for at least a few years?
Apple started and owns this market anyway you look at it.
IPad is alone in it’s functionality and MultiTouch technology.
Why’s everyone talking about tablets ( plural) when there ain’t any to speak of and there won’t be any worth considering formidable competitors for at least a few years?
How can I forget Katie Huberty slapping a giant Sell on Apple in summer of 2008, causing it to crash downward from 180’s to 100’s, quite a treat for the shorts. Did she foresee the looming financial collapse? If so, she kept that explanation to herself…she just wrote that Apple had run out of steam and the Mac and iPhone projections were far too optimistic. Not enough innovation and too much competition for little Apple.
I remember going through huberty.