Reports have recently been published looking at the effect of the iPad
on the shipment of netbooks, and while the early data seemed to be less
than conclusive, more modern data seems to have a different look on
managed to sell two million iPad
devices in just two
months, and while many million netbooks have been sold worldwide, they
have the benefit of being available in nearly every country. But will
tablets as a whole hurt the sales of netbooks as a whole? Maybe.
According to a new Forrester report on the subject, the tablet industry
as a whole, which will gain a lot of new players between now and this
time next year, could soar to sell 20.4 million units in 2015. That's
compared to just 3.5 million this year, but the new wave of Tablet
are in the earliest of stages, and only a few are actually available to
purchase. That's a compound annual growth rate of 42%, and if the report
is true, more people will use tablets than netbooks by 2014, and by
2015, tablets will make up 23% of all PC sales.
That's a pretty amazing figure. Of course, it's just research, but these
guys have a history of doing this the right way. Forrester Research
Analyst Sarah Rotman Epps had this to say about the report: "Tablet
growth will come at the expense of Netbooks, which have a similar
grab-and-go media consumption and Web browsing use case as tablets but
don't synchronize data across services like the iPad does. Consumers
didn't ask for tablets. In fact, Forrester's data shows that
the top features consumers say they want in a PC are a complete mismatch
with the features of the iPad. But Apple is successfully teaching
consumers to want this new device."
What will be interesting to see is how netbooks change over the next
five years to combat the increase in attention given to tablets. Will
they grow thinner and more powerful? Larger? More unique in form factor?
We doubt the existing netbook will look like the netbook of 2015, while
tablets can only take so many shapes and still be considered a tablet.
So, do you think the tablet or netbook will win the eventual sales war?
It ought to be an interesting fight if nothing else.