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Morgan stanley 2011对table行业做的深度分析报告，主要涉及对产业上下游的影响。
Executive Summary
The New Computing Landscape............................................................................................................................................ 7
Hardware: Cannibalization Challenges PC Vendors ................................................................................................................. 19
Semiconductors: ARM Wins Round One in Tablet CPUs........................................................................................................ 29
Hard Disk Drives: Tablets Not Too Disruptive, Other Threats Linger ....................................................................................... 39
Memory Semiconductors: NAND Is Best Bull Case Play ........................................................................................................ 43
TFT-LCD and Touch Panels: Some Positives for Display Technology .................................................................................... 47
Imaging and Printing: Tablets to Reduce Printing Demand..................................................................................................... 51
Software: Opportunities in Management, Applications and Security......................................................................................... 55
Interactive Entertainment: Tablets Poised to Cannibalize Hardware ..................................................................................... 65
Cable/Satellite: Tablets Unlikely to Drive Incremental Cord-Cutting ......................................................................................... 73
Media: A Game Changer for Content Owners ........................................................................................................................... 77
Appendix I: Key Survey Takeaways ........................................................................................................................................ 82
Appendix II: US Tablet Survey Demographics......................................................................................................................... 84
Appendix III: Models ................................................................................................................................................................ 85
Appendix IV: Summary of Tablet Offerings.............................................................................................................................. 87
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