Everything You Need To Know About The Exploding Tablet Market

Steve Jobs with iPad

[credit provider=”Wikimedia Commons” url=”http://commons.wikimedia.org/wiki/File:Steve_Jobs_with_the_Apple_iPad_no_logo.jpg”]

The tablet market is exploding, but it’s sometimes easy to miss just how fast it’s growing.Morgan Stanley Research has a good report on the state of the tablet market and, more importantly, where it’s going.

Summary in four words? Tablets will be HUUUUUGE.

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[slide
permalink=”no-other-category-of-mobile-device-has-ever-grown-so-fast-1″
title=”No other category of mobile device has ever grown so fast.”
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permalink=”whats-more-its-huge-in-the-enterprise-as-well-2″
title=”What’s more, it’s huge in the enterprise as well.”
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[slide
permalink=”most-people-hadnt-expected-tablets-to-be-so-big-in-the-enterprise-its-a-toy-etc-3″
title=”Most people hadn’t expected tablets to be so big in the enterprise. (“It’s a toy”, etc.)”
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[slide
permalink=”global-demand-is-huge-look-at-china-4″
title=”Global demand is huge. (Look at China!)”
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[slide
permalink=”over-40-of-people-want-tablets-as-prices-drop-more-and-more-will-get-them-5″
title=”Over 40% of people want tablets. As prices drop, more and more will get them.”
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[slide
permalink=”its-not-just-a-fad-interest-is-growing-6″
title=”It’s not just a fad: interest is growing.”
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[slide
permalink=”people-use-tablets-mostly-to-consume-content-7″
title=”People use tablets mostly to consume content…”
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[slide
permalink=”which-happens-to-be-what-people-use-pcs-for-as-well-8″
title=”…Which happens to be what people use PCs for as well!”
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[slide
permalink=”people-are-shifting-some-of-the-time-they-spend-consuming-content-on-their-pc-to-their-tablet-but-still-use-mostly-their-pc-to-create-content-this-is-consistent-with-our-personal-experience-9″
title=”People are shifting some of the time they spend consuming content on their PC to their tablet, but still use mostly their PC to create content. (This is consistent with our personal experience.)”
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[slide
permalink=”people-are-using-pcs-less-and-less-10″
title=”People are using PCs less and less…”
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[slide
permalink=”this-means-tablets-are-cannibalizing-pcs-watch-out-microsoft-11″
title=”This means tablets are cannibalising PCs. (Watch out Microsoft!)”
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[slide
permalink=”tablets-are-already-eating-into-pc-sales-12″
title=”Tablets are ALREADY eating into PC sales.”
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[slide
permalink=”and-itll-have-more-effect-in-the-future-13″
title=”And it’ll have more effect in the future.”
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[slide
permalink=”and-tablets-are-destroying-netbooks-14″
title=”And tablets are DESTROYING netbooks.”
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[slide
permalink=”were-going-from-a-computing-world-dominated-by-one-device-the-pc-to-one-with-many-devices-smartphones-tablets-laptops-desktops-side-note-this-is-bullish-for-the-cloud-which-is-needed-to-tie-it-all-together-15″
title=”We’re going from a computing world dominated by one device (the PC) to one with many devices (smartphones, tablets, laptops, desktops). Side note: this is bullish for the cloud, which is needed to tie it all together.”
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[slide
permalink=”bears-tablets-are-still-really-small-bulls-look-at-how-much-growth-theres-left-were-with-the-bulls-16″
title=”BEARS: “Tablets are still really small!” BULLS: “Look at how much growth there’s left!” (We’re with the bulls.)”
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[slide
permalink=”85-million-tablet-shipments-by-2012-is-reasonable-17″
title=”85 million tablet shipments by 2012 is reasonable.”
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[slide
permalink=”but-over-a-hundred-million-is-possible-in-2012-as-well-18″
title=”But over A HUNDRED million is possible in 2012 as well.”
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permalink=”everyone-and-their-brother-is-coming-out-with-an-android-tablet-this-year-19″
title=”Everyone and their brother is coming out with an Android tablet this year.”
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[slide
permalink=”if-youre-a-gambler-heres-the-stocks-you-should-buyshort-if-you-want-to-play-the-tablet-narrative-20″
title=”If you’re a gambler, here’s the stocks you should buy/short if you want to “play” the tablet narrative.”
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[slide
permalink=”quick-rundown-of-the-big-tablet-milestones-coming-up-this-year-21″
title=”Quick rundown of the big tablet milestones coming up this year.”
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[slide
permalink=”this-is-our-favorite-chart-tablets-are-part-of-a-bigger-narrative-which-is-the-mobile-internet-and-will-be-hhhhhuge-22″
title=”This is our favourite chart: tablets are part of a bigger narrative, which is the mobile internet, and will be HHHHHUGE.”
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[slide
permalink=”more-charts-ok-23″
title=”More charts? Ok!”
content=”Read Mary Meeker’s latest amazing presentation on the future of tech →
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