RBC: 185 million tablets sold by end of 2014, Android to dominate long-term

In a note to investors on Thursday, RBC Capital Markets General Manager Mike Abramsky reiterates the firm’s belief that the tablet market is poised to explode over the coming years. RBC forecasts a rise in global tablet revenue from $11 billion in 2010 to $70 billion in 2014, noting that leadership will be achieved through a differentiated user experience, innovation, value and the surrounding software ecosystem, among other things. Abramsky views Apple’s iPad as the clear leader in the space right now, though he notes that the iOS tablet’s dominance will likely be short lived. “While Apple’s iPad may continue to set the bar high for experience, we expect Android to dominate (40% share Tablets by 2014), given its broader support from OEMs and carriers and expected budget-priced Android Tablets from Asia,” Abramsky writes. But he also notes that several Android tablet makers will exit the market along the way. “Too many vendors entering the market sets up for a pending shakeout.”

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