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100 Million Tablets by Next Year: Morgan Stanley

Morgan expects tablets to cannibalize printing and games console makers and hurt AMD

Morgan Stanley has delivered itself of a 96-page study on the tablet that, based on multiple surveys, came to the conclusion that 100 million units could ship by next year, double what everybody's been saying. That would be 65 million this year, up from 16 million last year. Its findings suggest that two-thirds (67%) of corporations will buy the things or bow to their infiltration of their firewalls. International demand was particularly impressive in view of the US consumer bias in other people's numbers, outstripping US projections of purchase interest - like 41% in China to 11% in the US. Morgan expects tablets to cannibalize printing and games console makers and hurt AMD. PC sales could be down 5% over three years although the thing is still largely additive. Morgan picks Apple, Samsung, ARM, SanDisk and Broadcom as winners. As Forbes points out Fred Hickey, the darling contrarian who writes the High-Tech Strategist monthly newsletter, is warning of a tablet glut.

More Stories By Maureen O'Gara

Maureen O'Gara the most read technology reporter for the past 20 years, is the Cloud Computing and Virtualization News Desk editor of SYS-CON Media. She is the publisher of famous "Billygrams" and the editor-in-chief of "Client/Server News" for more than a decade. One of the most respected technology reporters in the business, Maureen can be reached by email at maureen(at)sys-con.com or paperboy(at)g2news.com, and by phone at 516 759-7025. Twitter: @MaureenOGara

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