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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.
Comments (16)
  • Intel should do wonderfully :)
    28 May 2013, 01:28 PM Reply Like
  • Let's see... most popular tablets are:

     

    1. iPad mini ... nope, no Intel inside here.
    2. Google Nexus 7 ... again, no Intel here.
    3. iPad 4 ... hmmm, no Intel.
    4. Google Nexus 10 ... somethings wrong, because there is no Intel, again.
    5. Samsung Galaxy Note 8.0 ... OK, the gig's up, no Intel!

     

    Yeah, Intel will do wonderfully as Apple... no, Google ... er, I mean Amazon ... no, no, that's not right ... Samsung, yes, Samsung will use the Atom in their 10" tablet, while all others will continue to use Samsung's own Exynos.
    28 May 2013, 02:15 PM Reply Like
  • Google Nexus 7 is more popular than the iPad 4?
    28 May 2013, 02:35 PM Reply Like
  • i disagree with you
    28 May 2013, 02:59 PM Reply Like
  • The order is arbitrary. Could have used "*" for bullets, I guess.
    28 May 2013, 03:26 PM Reply Like
  • I replied to Mr Eassa's comment saying how it is so amazing how he is the first one to comment and its usually about pumping the stocks he owns or to bash Apple. It was removed by the management evidently wanting to protect him. Let's see how long this one lasts.
    29 May 2013, 04:10 PM Reply Like
  • Management likes him
    29 May 2013, 09:35 PM Reply Like
  • rocback,

     

    If you think I'm trying to "pump" a $120B market cap company, then you are obviously unaware of how the stock market works. Your comment was reported and removed because you made a personal attack on me.

     

    I would report this one, too, but I spent enough time crafting this reply to your rather poorly thought out comment that I would rather leave your comment and my reply as a very clear juxtaposition of intelligent discourse against emotionally driven drivel.
    30 May 2013, 02:04 AM Reply Like
  • Agree on Ashraf's comment about Intel. As for the news, never fear, the AAPL bashers will find a way of dismissing it for lack of innovation or poor use of cash OR OR OR....

     

    Thanks for the upbeat information. :)
    28 May 2013, 01:52 PM Reply Like
  • So, do I start analyzing companies based upon how pleased they are after they hear good industry-related news?

     

    Post-News Pleased Factor

     

    AAPL PNPF: 89.3
    HPQ PNPF: 72.7

     

    AAPL must be a screaming (a pleased sort of screaming) buy.
    28 May 2013, 02:13 PM Reply Like
  • Ashraf, welcome back. Very few have missed you.

     

    Also, How is Nexus 7 more popular than the iPad?
    28 May 2013, 02:17 PM Reply Like
  • Again, order was arbitrary. Sorry for the confusion. :-)
    28 May 2013, 03:28 PM Reply Like
  • SP5524,

     

    I wouldn't be surprised if the N7 were more popular than the larger iPads, but the iPad Mini seems to be far and away the most popular individual tablet SKU.
    28 May 2013, 04:02 PM Reply Like
  • I'm just a novice trying keep up with my investment. Will suppliers turned competitors such as Sumsung and now Foxconn hurt aapl very badly? How soon will the squeeze effect aapl bottom line?
    28 May 2013, 03:25 PM Reply Like
  • So what's the downside?
    There's gotta' be a downside!
    28 May 2013, 03:49 PM Reply Like
  • Great data. Love to see the breakout of the forecast by OS. Now that IDC includes Windows 8 tablets and hybrids in the tablet category, it is not hard to understand the flattening of PC demand, since these devices are purchased in preference to a PC as defined by IDC.

     

    For Intel it is good news - they are likely to be powering many variants of the tablets sold in the second half. For Microsoft it is good news to the extent of the growth in Windows 8 tablets and of course its own Surface tablets.

     

    It is interesting to juxtapose the market growth with Apple's recent guidance for flat revenues year over year. It can only mean one of the following (a) Apple's guidance is grossly understated (b) Android and Windows devices are taking share in spades or (c) IDC's forecast is out of touch with reality.

     

    I think Apple is calling what it sees, albeit perhaps somewhat conservatively. We will soon know which is the case.
    28 May 2013, 05:56 PM Reply Like
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