The tablet is the TV
I love the title of this piece of research (“The Tablet is the TV – December 2012”) on the tech industry from Tongyang Securities.
Its key thesis is that while PCs are in secular decline (nothing new here), the TV manufacturers are waiting in vain for a turnaround; tablets are the new (primary?) screens.
What surprised me is the high rate of TV/viewership in most of the developing countries was higher than the ones in the developed ones (at ~10%)
It predicts Korean companies (chiefly Samsung, LG) to benefit at the expense of the Japanese TV companies. I think this also underscores the tectonic shifts that are happening in the advertising space as the players there try to understand how to make money from the “second” screen. Let me know if you need the report.