Analyst punditry is exhaustive about why tablet shipments declined during calendar first quarter 2014. Apple missed Wall Street consensus by about 3 million iPads. Tech-Thoughts analyst Sameer Singh expected tablet shipments to exceed PCs during the first quarter, and that didn’t happen. But major reason why is significant.
He writes today: “As of now, we can assume that ~20 percent of all smartphones shipped have screen sizes large enough to become acceptable substitutes for tablet computing tasks”.