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目次

The Internet tablet is entering a crowded market of mobile devices, but it has the opportunity to carve out a portion of the fast growing mobile electronics market segment for those that can deliver a complete solution that includes the device, content, applications, and wireless services that offer a unique usage model to users at an attractive price. 

This report examines the potential for what In-Stat defines as an Internet tablet by:

• Examining the evolution of the mobile electronics market
• Comparing tablets to other mobile devices
• Evaluating the keys to success in terms of technology, content/applications, wireless services, and business models
• Providing an outlook for both consumer and commercial segments of the market
• Analyzing the bill-of-materials of a tablet and forecasting the future trends
• Examining the initial products and strategies of some of the initial market entrants, such as Apple.

The report also provides TAM figures for silicon and non-silicon components based on the device forecasts and estimated bill-of-materials.

Table of Contents

• Overview
• PC, Smartphone, or MID 2.0
  • The Crowded Mobile Market
  • Market Migration
• Keys to Success
  • Technology
  • Applications/Content
  • Wireless Services
  • Business Models
• Outlook
  • Component TAM
• Key Players
• Conclusions

List of Tables

• Table 1. Comparison of 2010 Tablets to Other Mobile Devices
• Table 2. Forecast for Mobile Devices (Units in Thousands)
• Table 3. Estimated Tablet Bill-of-Material (BoM) Cost Forecast (US$)
• Table 4. Commercial Tablet Forecast (Units in Thousands, ASPs in US$, Revenue US$ in Millions)
• Table 5. Consumer Tablet Forecast (Units in Thousands, ASPs in US$, Revenue US$ in Millions)
• Table 6. Total Internet Tablet Forecast (Units in Thousands, Revenue US$ in Millions)
• Table 7. Silicon and Non-Silicon Component Total Addressable Market (TAM) (Units in Thousands, Component Pricing in US$, TAM US$ in Millions)
• Table 8. Announced Tablets

List of Figures

• Figure 1. Convertible PCs
• Figure 2. MIDS and Tablets
• Figure 3. Tablet Positioning in the Mobile Market
• Figure 4. Functional Migration in Mobile Market
• Figure 5. Forecast for Mobile Devices (Units in Thousands)
• Figure 6. Commercial Tablet Forecast (Units in Thousands, Revenue US$ in Millions)
• Figure 7. Consumer Tablet Unit Forecast by Scenario (Units in Thousands)
• Figure 8. Consumer Tablet Revenue Forecast by Scenario (US$ in Millions)
• Figure 9. Internet Tablet Forecast (Units in Thousands, Revenue US$ in Millions)38

iPadが牽引するタブレットPC半導体市場は2014年に40億ドル

アリゾナ州スコッツデール、2010年2月8日
iPadの新発売によって、Appleだけにとどまらない、非常に大きなビジネスチャンスが出現したといえる。iPadは、この新しいタブレットPCというセグメントを牽引し、半導体の市場機会は2014年には40億ドル規模となるだろうと、米国調査会社インスタット社は報告している。バッテリやディスプレイなどのその他の部品ベンダにとっても、大きなビジネスチャンスとなるだろう。

「タブレットPCは、急速に、携帯事業者などのバリューチェーン全体の企業にとって最優先の製品となった。さらに重要なのは、タブレットのビジネスチャンスは、スマートフォンやネットブックなどのモバイル機器と補完し合うということである」とインスタット社のアナリストJim McGregor氏は語る。

インスタット社は、下記についても調査した。

• タブレットPCの最大実現可能市場(TAM)における出荷数は、2014年に約5000万である
• デバイスの部品一覧表(BoM)によれば、主流のタブレットPCの初期の価格設定は400ドルから500ドルの範囲だろう
• これまでのところ、AppleとICDだけがキャリア戦略を示しており、Appleだけがコンテンツやアプリケーションなどの全体のソリューションを示している
• タブレットPCは、スマートフォンとPCの中間にあり、家電メーカーやコンピュータのOEMの関心をひきつけている

インスタット社の調査レポート「インターネットタブレットの台頭:機器タイプ別比較分析、主要関連企業、成功へのカギーThe Rise of the Internet Tablet: The Keys to Success」は、インターネットタブレットPCの世界市場を調査している。インターネットタブレットの市場潜在性を精査し、部品表の分析、市場トレンドの予測、Appleなどの市場で先行するメーカーの製品と戦略の分析、デバイスに使用されるシリコンやシリコン以外の部品のTAMの予測と部品表の予測を記載している。

(原文)
iPad Energizes $4 Billion Tablet PC Semiconductor Opportunity by 2014

SCOTTSDALE, Ariz., February 8, 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.

Recent In-Stat research, The Rise of the Internet Tablet: The Keys to Success (#IN1004604WH), covers the worldwide market for Internet tablet PCs. It includes:

• Examination of the potential for the internet tablet.
• Analysis of bill of materials and forecasting of future trends.
• Examination of products and strategies of some of the initial market entrants, such as Apple.
• TAM figures for silicon and non-silicon components based on device forecasts and estimated bill of materials.