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Tuesday, May 28
IDC has again raised its tablet forecasts: the firm now expects shipments to grow 58.7% in 2013...
IDC has again raised its tablet forecasts: the firm now expects shipments to grow 58.7% in 2013 to 229.3M units. That's up from a March forecast of 190.9M units, which itself was up from a forecast of 172.4M. 55% of shipments are expected to involve sub-8" tablets vs. 27% in 2012. With IDC estimating Q1 shipments rose 142% Y/Y to 49.2M, further hikes don't seem far-fetched. Meanwhile, following a 13.9% Y/Y drop in Q1, IDC now expects PC shipments to fall 7.8% Y/Y in 2013 to 321.9M, and predicts tablet sales will outpace PC sales by 2015. Revenue crossover could take longer, given IDC forecasts a 2013 tablet ASP of $381, and a PC ASP of $635. AAPL and GOOG must be pleased, MSFT, INTC, AMD, DELL, and HPQ less so.