14 DAY TRIAL // Unlike Retrevo, In-Stat sees the iPad as a product that promises significant opportunities not just for its makers, but for other parties as well, including an ability to energize the emerging tablet PC segment, while creating a potential semiconductor opportunity of over US$4.1 billion in 2014. The company dealing with market intelligence also asserts that battery and display providers are likely to capitalize on the device big time.
In-Stat describes itself as a company that handles market intelligence, combines technical, market and end-user research and database models, and analyzes the Mobile Internet and Digital Entertainment ecosystems. It has roughly 30 years of experience in research and consulting, and points out to its relationships with market players as a sign of great competence.
“Tablets have quickly become a high priority for competitors across the value chain, including mobile operators,” Jim McGregor, In-Stat analyst, says. “Even more important is that the opportunity in tablets is complementary to other mobile devices, particularly smartphones and netbooks.”
Its latest report, “The Rise of the Internet Tablet: The Keys to Success,” covers the worldwide market for Internet tablet PCs, and includes an examination of the potential for the Internet tablet, an analysis of bill of materials and forecasting of future trends, examination of products and strategies of some of the initial market entrants, like Apple, and TAM figures for silicon and non-silicon components based on device forecasts and estimated bill of materials. The company points readers to the key findings from its latest study. Those are:
- 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.
Interested parties can purchase the In-Stat report online at this address. It costs $2,995 (US).
Softpedia note
The mentioning of Apple being the only current tablet vendor providing the complete experience is spot on. In fact, this aspect alone is likely to sell the iPad to at least half of the iPhone / iPod touch fan base. However, it is still hard to predict exactly how successful the iPad will be, with the device not even present on Apple Store shelves yet.