DuBravac said Internet TV has seen unit sales soar 160 percent year to date. The original CEA projection in January was 5.2 million units but if the trend holds it could reach 6.3 million units. But overall, TV sales will be down this year due to a sales drop in smaller screen sizes, which could be from tablet PCs cannibalizing the market. A more serious factor is price erosion, which was originally predicted to drop by 3 percent in LCDs and 9 percent in plasma. The combined categories have seen prices drop 15 percent year to date.
Speaking of tablet PCs, DuBravac said CEA's January projection of unit sales was conservative - 35 million - even though 17 million were sold in 2010. CEA's latest prediction is 42 million units sold during 2011, with fourth-quarter sales seen being especially hot as new players in the category finally begin shipping products.
He noted that smartphone and tablet sales during 2010 supplanted PC sales, with consumers turning to mobility as a key feature. And the avalanche of new suppliers entering the category is the overwhelming driver for consumers to buy one in the next 12 to 24 months. In tablets, 20 percent of those households that do not have one now -- 21.2 million in the U.S. -- intend to buy one during that period. In e-readers, 18 percent of households, or 18.2 million, intend to buy those products.
However all this interest in mobile tablets and e-readers does "not necessarily mean consumers sign up for cell services. Many of them use the product at home or at a place where they have a static Wi-Fi connection. Few use them at work or traveling." The main time they use them are weekdays (69 percent), and at night time (62 percent).
As fro digital cameras, DuBravac described the category as one that is "resisting decline" even as more smartphones have cameras topping 5 megapixels. Sales are up 11 percent year to date, with the under-$150 tier up in triple digits, and the $300 to $499 tier up 25 percent.