Smartphone + Tablet > PC Shipments Since CQ4:10 Global Unit Shipments of Desktop PCs + Notebook PCs vs. Smartphones + Tablets, 2005-2013E 700,000 CQ4:10: Inflection Point Smartphones + Tablets > Total PCs 600,000 Global Unit Shipments (MM) 500,000 400,000 300,000 200,000 100,000 0 2005 2006 2007 2008 2009 2010 2011E 2012E 2013E Desktop PCs Notebook PCs Smartphones TabletsNote: Notebook PCs include Netbooks. Source: Katy Huberty, Ehud Gelblum, Morgan Stanley Research.Data and Estimates as of 2/11 7
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