With the tablet market, of late, having witnessed a notably much faster growth than earlier anticipated, investment banking firm Morgan Stanley has made an upward revision in its tablet forecast, way up from its comprehensive predictions in February last year.
In the wake of a 20 percent higher tablet shipments over the last two years, as compared to the Morgan Stanley’s February 2011 estimates, the company said in its latest “Blue Paper” report to clients that it has – on the basis of a survey of “purchase intentions” - updated its tablet-shipment forecast to a much higher figure.
According to the company, the currently expectations of 133 million and 216 million tablet shipments in 2012 and 2013 respectively mark 57 percent and 122 percent higher figures vis-à-vis the original estimates.
As per Morgan Stanley’s analysis, despite the fact that the Apple iPad is currently the most dominant player in the tablet arena, there are indications that Microsoft has moved from “a challenged to a best-positioned company” in the tablet market.
Even though the Microsoft tablet predictions is largely all conjecture at this point, Morgan Stanley – expressing the opinion that Microsoft’s biggest opportunity will result from the packaging of Office with Windows 8 tablets – said in its “Blue Paper” report: “Our survey suggests 25% of users expect to buy Windows 8 tablet and Office is a key feature, especially for those considering their first tablet purchase.”