Tablet Product and Market History

Tablet Product and Market History Geoff Walker Principal Analyst IMS Research August 9, 2011 v1.3 www.imsresearch.com © Copyright 2010 IMS Research...
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Tablet Product and Market History Geoff Walker Principal Analyst IMS Research August 9, 2011

v1.3

www.imsresearch.com

© Copyright 2010 IMS Research

Tablets…

“Insanity is doing the same thing over and over again but expecting different results.” -- Rita Mae Brown (novelist), “Sudden Death”, p.68, 1983

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Time Line  In the Beginning: 1970-1990  The First Consumer (Pen) Tablet Frenzy: 1991-1993  The First Tablet Crash: 1993-1994  The Apple Newton: 1993-1998  Tablets for Vertical Applications: 1994-2000  Webpads: 1999-2001 & Smart Displays: 2002-2003  The Second Consumer Tablet (PC) Frenzy: 2001-2004  The Second Tablet Crash (Slow Death): 2004-2009  UMPCs: 2006 & MIDs: 2007  Tablets for Vertical Applications: 2001-Present  The Third Consumer Tablet Frenzy: 2010-Present  Conclusions 3

In the Beginning: 1970-1990  Dynabook concept (1972 )  Alan Kay, PARC ● 9”x12”, 30 brands, 80% convertibles 11

The Second Tablet Crash (Slow Death): 2004-2009  Microsoft closed the Tablet PC blog in 2010…  Why did the Tablet PC fail? (“fail” =