Santa Clara, Calif.
tablet PC category expanded its role in the mobile PC market, with shipments of
72.7 million units, accounting for 25.5 percent of mobile PC shipments in 2011,
according to the latest NPD DisplaySearch
The Y/Y shipment growth rate for tablets in 2011 is expected
to reach 256 percent, as strong tablet shipments in Q3 ’11 appeared to be a
prelude to equally vigorous demand in Q4 ’11, the report said.
Introductions of significantly competitive new devices in Q4
’11, strong demand for incumbents, and additional distribution channels have
been catalysts for accelerated tablet PC shipment growth.
Tablet PC shipment growth is happening as NPD DisplaySearch
has slightly lowered its notebook PC shipment forecast. Notebook PC shipments
in 2011 are now expected to reach 187.5 million units, up 12 percent Y/Y, but
slightly less than the previous forecast of 188 million. Mini-note PC shipments
are expected to reach 25.2 million units, up 20 percent Y/Y.
Overall mobile PC shipments in 2011 are projected to reach
285.4 million units, up 31 percent Y/Y.
“In the short term, tablet PCs will be the growth accelerant
in the overall mobile PC market, as macroeconomic factors and hard drive motor
supply issues impact the market for notebook PCs,” said
, senior analyst at NPD DisplaySearch. “In the longer term, notebook PC
shipments will bounce back as ASPs continue to decline, Windows 8 launches, and
new form factors, such as Ultrabooks, continue to emerge.”
By 2017, notebook PC shipments are forecast to reach 432
million units, and tablet PC shipments are projected to reach 383.3 million
units. Ultrabooks are an emerging form factor that is expected to contribute to
demand in later years of the forecast. Demand for ultrabooks will be driven by
consumer interest in sleek design and convenience like instant-on and long
battery life. For the next two years, the premium price points of Ultrabooks
will temper demand, and there may be some supply limitations in production of
displays thin enough for Ultrabooks, the report said.
Tablet PC shipments will be driven by increasingly powerful
multi-core processors, mature operating systems, growing application libraries,
and higher resolution panels. NPD DisplaySearch forecasts that tablet PCs with
250 to 300 pixel per inch panels will make up nearly 25 percent of shipments in
The updated forecast also points to the following:
Mobile PC shipments into emerging regions are
growing, with 2011 shipments projected to be 138 million units, up 48 percent
Y/Y, and increasing to 452.8 million by 2017. Mobile PC shipments into mature
regions are estimated to reach 147.5 million units in 2011 and grow to 371.6
million units by 2017.
Mobile PC shipments will be up in late 2012 and
2013 with the introduction of Microsoft’s Windows 8 operating system and new
mobile processors from Intel.