Tablet Shipments May Be 101 Million by 2012, Morgan Stanley Says

from Bloomberg:

>>Shipments of tablet computers may jump sixfold in two years to 101 million units in 2012, undermining sales of video-game players and traditional personal computers, Morgan Stanley

said.

The shipments may increase to 65 million in 2011 from 16 million last year, the investment bank said in a report today. The global penetration rate of tablet computers is estimated at 3 percent, compared with 75 percent for desktop computers, 63 percent for notebooks and 30 percent for smartphones, according to the report.

The nascent market may benefit Apple Inc. and Samsung Electronics Co. while having a “cannibalization” effect on makers of gaming devices including Sony Corp. and Nintendo Co., Morgan Stanley said.