Tablet and Notebook categories to converge
Its raining tablets… rather it’s a deluge. The Taiwanese and Shenzen factories are producing Android’s faster than Egyptian Anubis’s army. However iPad has a stranglehold on the Tablet markets so long and Tablets have threatened to cannibalize PC sales.
However, a contrarian view published by Bernstein Research analyst Toni Sacconaghi declares that tablets might not be cannibalizing on notebook sales as everyone initially thought. Instead, what could be happening is that there is a convergence of the of the 2 categories of portable machines coming into play. The demand for ultra-portable devices has seen the birth of MacBook Air, as well as Intel’s new breed of ultra-portables. Tablets are getting more powerful while the ultra-portables are getting lighter, and the distinction between the two is blurring. With falling prices and more powerful capabilities, it wouldn’t be too far-fetched to assume that convergence is indeed the case. In the next two to three years, the distinction between Tablets and Ultra-portables will be completely off. OEMs will offer notebooks at the weight of the touchscreen tablets and integrated keypad capability. We see the case of Asus Transformer as what could be one of the first of such Tablet-Notebook Hybrids: a broad harbinger of notebook and tablet convergence. Whether its solid-state storage prices decrease and low-power/high performance processors coming to fore, the convergence is writ large on the horizon. Ironically, availability of such notebook devices might undermine tablet sales, rather than vice versa.
In other words, the cannibalized becomes the cannibal. And in the end, it turns out that the post-PC era doesn’t mean that the PC is dead, but rather that it’s been born anew as a converged device — an ultrathin, touch-sensitive notebook.