iPad to Stimulate $4B Tablet PC Semiconductor Opportunity by 2014

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 $4.1 billion in 2014, according to 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.

In-Stat


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