Tablet PC growth will hit Wintel?

An investor report by investment bank Goldman Sachs analyst Bill Shope on Monday pointed out that tablet computer growth will hit Intel.

Xiupu wrote in the report: "Because Apple defined the direction of the electronic media and computing industry, iPad rivals are not surprised at the popularity of tablet computers. However, most tablet computers do not use Intel processors and Microsoft operating systems."

Xiupu expects tablet PC shipments to reach 54.7 million units in 2011, mainly using the ARM architecture, running Apple iOS or Google Android operating systems. He stressed: "With this development, non-Wintel technology will enter the PC field for the first time in 30 years."

Xiu Pu also pointed out that as PC manufacturers join hands with Intel competitors to launch more products, it will set more obstacles for Intel to enter the tablet PC market.

He wrote: "We think Intel processors will face fierce competition."

Dan Olds, an analyst at Gabriel Consulting Group, a market research firm, said he believes tablet computers will play a big role in consumer and corporate markets, but cautions about whether tablet growth will erode PC sales.

Oz said: "There is no doubt that Intel is currently dominant in the field of processors and is facing fierce competition from netbooks and smartphones using low-cost ARM chips. This type of product is growing at an alarming rate, but can replace traditional PCs and The notebook is not yet clear. I personally think that after people buy netbooks, they still need the powerful processing power of traditional notebooks."