Updated. Wednesday, UBS sent a research note that increases its forecast for the number of tablets sold this year, while simultaneously knocking down its expectations for the PC industry’s growth. The opposite trajectories of PC and tablets indicate consumers are, in certain cases choosing to opt for a tablet instead of a new laptop. And that’s not great news for PC makers, since right now not many are buying their tablets either.
Update: For the tablet forecast, UBS says it was driven to update that number based on Apple’s rather stunning revelation last week that it sold more than 20 million 9 million iPads between April and June this year. The research group also manages to sneak in a little “I-told-you-so” regarding the overall growth of the tablet market while it’s at it:
We are raising our 2011 tablet forecast to 60 million from 55 million and 2012 to 90 million from 80 million. The vast majority of our forecast change is a result of our upward revision to our Apple iPad forecast (37.9 million from 32.3 million in 2011 & 53 million from 46.9 million in 2012), implying ~63% share of the market. We believe consensus is near our once-controversial 55mn forecast but is likely to rise.
To read the full, original article click on this link: Yes, tablets are eating PCs’ lunch — Apple News, Tips and Reviews
Author:Erica Ogg
