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More and More Tablets

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PC World reports an interesting prediction from an ARM executive:  Over 50 new tablet PCs will be introduced this year.

View the PC World article here.

If true, this is good news for Intel and ARM and every other company that supplies components for these devices.  But what does it mean for the open market?  At Smith, we think it will result in volatility.  The already diverse landscape of processors is becoming more so.  These new devices will mean even more processor configurations and even less certainty for end-product production forecasts.  Demand and supply will both be affected.

The volatile market outlook for mobile processors will make open market solutions vital for manufacturers.  Nimble, just-in-time sourcing that counts the open market as an important channel will win the day.


Todd Traylor, Vice President, Global Trading
Written on Thursday, 11 March 2010 13:51 by Todd Traylor, Vice President, Global Trading

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