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A third of tablet sales will cannibalise PC growth in 2011
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Global tablet shipments will more than double to hit 47.9m this year, with nearly a third of worldwide sales set to cannibalise PC growth, particularly among notebooks and netbooks, according to JPMorgan. The 32.1% estimate is significantly higher than JPMorgan's 18.9% cannibalisation rate last year and reignites the debate regarding the impact of tablets on the PC market. JPMorgan predicts tablet sales will continue to have a negative impact on PC shipments in 2012 with 35.1% of the 79.6m units shipped eating into PC shipments. The predictions support recent figures from Gartner and IDC that claim that tablet sales stunted global PC shipment growth to just 2.7% year on year in Q4 2010.
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