Wed Apr 20, 2011 13:04
The global tablet market could reach $49 billion by 2015, according to a new report.That's up from zero in 2009, according to Neil Mawston, director of Strategy Analytics. He has not yet broken out how much of that $49 billion will be captured by Apple and its iPad, though that forecast is expected soon.
"What I would say is that Apple captured 84 percent of all tablets shipped worldwide in 2010, which is a very high level of share that is inevitably going to be a target for the flood of Android vendors piling into the market over the next few years," Mawston said.
Earlier this month, Gartner said Apple and the iPad will dominate the tablet market through 2015. In 2010, Apple captured 83.9 percent of the market. This year, Gartner predicted that number will drop to 68.7 percent and continue falling to 47.1 percent by 2015, when Android will grab 38.6 percent.
How many iPads Apple will sell over the next few years, however, depends on who you ask. Carolina Milanesi, a Gartner research vice-president for mobile devices, told PCMag.com that in talks with component providers, "the numbers we have been told vary from 40 to 60 million." Brian White from Ticonderoga Securities, meanwhile, put that number at 45 million.
Also last week, Gartner and IDC released reports that showed a decline in PC shipments during the first quarter of 2011. IDC, however, said tablets were not completely to blame for the drop, pointing also to extended PC lifetimes and the lack of compelling new PC experiences.
Earlier this month, Deutsche Bank analyst Chris Whitmore said slow PC sales can be attributed to the "greater than expected" cannibalization of the market by smartphones and tablets.
Apple has not yet released any specific numbers about iPad 2 sales, but is expected to provide some details during its Wednesday earnings call.