Apple iPad to Drive Tablet PC Semiconductor

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

The 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

The price is $2,995 (US).