Intel enters the tablet market, Windows and Android are correct

According to several analysts in the industry, Intel is rapidly expanding its share of the tablet market, growing rapidly from 7% to 7% in the tablet market in the first quarter of 2013, and showing that the company has The potential for greater profits in the field of tablets.

Ross Seymore, a research analyst at Deutsche Bank SecuriTIes, said that Intel's market share in the Windows tablet market has reached more than 90%. According to a survey report previously released by market research company Strategy AnalyTIcs, Windows tablet PCs accounted for 7.5% of the global tablet PC market share in the first quarter of 2013.

Seymore pointed out that due to Intel ’s continued overweighting of the Atom version of the Clover Trail chip for Windows 8 and the Lexington chip specifically for Android, it is expected that Intel ’s shipments of tablet SoCs in the second quarter of this year will double the first quarter.

The picture shows the global tablet PC operating system shipments and market share in the first quarter of 2013

Global Tablet PC Operating System Shipment and Market Share in the First Quarter of 2013

Seymore expects that global tablet PC shipments in the second quarter will be the same as those in the first quarter. Apple ’s iPad shipments still dominate the market, but it is expected to gradually see a sharp decline, and hints that Intel is expected to further seize more market share.

Seymore said: "We noticed that Intel did not pay much attention to the tablet market in 2012, so any market share and revenue performance it achieved in 2013/2014 will help to compensate for the weak tradition. PC market. "

He also said that the price point of Windows Tablet PCs equipped with Intel Clover Trail Atom SoC is currently as low as $ 449. At the same time, these tablet PCs are expected to bring a blow to the ARM SoC due to their similar performance and more efficiency as the ARM SoC.

Seymore believes that the Atom version of the Bay Trail that Intel expects to launch in the second half of the year is bound to be a more attractive chip-it will be the first SoC that can support both Android and Windows 8 at the same time, allowing OEMs to simplify platform design and make The product price point dropped to $ 200.

According to a report by Strategy AnalyTIcs, global branded tablet shipments reached a record 40.6 million units in the first quarter of 2013, an increase of 117% from the first quarter of 2012. The company's tablet research director Peter King said: "Demand for tablets, including consumers, businesses and education users, is still strong."

King also stated that Android ’s branded tablet shipments in the first quarter reached a 43% market share, a 34% increase from the first quarter of 2012. Global Android tablet shipments reached 17.6 million units, a 177% increase from the same period last year.

And if it includes ODM or other contract manufacturers of white-label tablet computing, Android tablets will have a 52% share in the first quarter, which is higher than the 41% share of Apple ’s iOS market.

King further stated that most of the white-label tablets are low-cost Android models, and the target market is also different from branded tablets.

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