20100713-Goldman Sachs-The rise of the iPad and tablets

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The rise of the iPad and tablets: Assessing
winners and losers in the global TMT ecosystem
    【出版时间及名称】：2010年7月13日
      【作者】：高盛
      【文件格式】：pdf
      【页数】：53
      【目录或简介】
Table of Contents
What has Apple done differently with the iPad? Designing for “5Cs” of user experience 4
We see specific winners and losers that can be attributed to the “5Cs” of user experience 5
Specific hardware and software choices allow Apple to take a different path with the iPad 6
The iPad could drive meaningful shifts in industry profitability—just like the iPhone 8
Proprietary consumer survey suggests significant potential for cannibalization of traditional PCs 9
Our model assumes 40% cannibalization from tablets; netbooks are being impacted most 21
Impact on Software: Negative for MSFT, positive for CRM, CTXS, SFSF, TLEO, VMW 25
Impact on the Taiwan OEM/ODM supply chain: iPad food chain should benefit, while netbook suppliers should suffer 38
Impact on Japan Technology: Positive for Murata, negative for Japanese PC/HDD vendors 40
Impact on Entertainment sector: Still early, but see more opportunities than threats 42
Impact on Internet: Amazon should still be able to take share in books 44
Impact on Retail: Negative for Barnes & Noble and RadioShack, less so for Best Buy 45
Impact on Telecom Services: Positive for Towers—we favor SBA Comm., Crown Castle 48
Impact on IT Services: Positive for Syniverse 49

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