Tablet sales are beginning to make major inroads into the notebook PC market, according to a Goldman Sachs report.
Analyst Bill Shope predicts 19.1 million notebook sales will to be lost to tablets globally in 2011, and 26.1 million will be lost in 2012.
Shope believes total tablet unit shipments will jump to 54.7 million in 2011, with 35 percent PC unit cannibalisation, and to 79.2 million in 2012, with 33 percent cannibalisation
Like a number of analysts, he has taken serious note of Apple’s claim in its last earnings call that more than 65 percent of the Fortune 100 have either deployed or are piloting the iPad.
