Tablet day is here. You wait for the next proper tablet to come along (for about a year after the appearance of the Archos 5), then all of a sudden three show up at once. Maybe even more than three.
This only actually happens if you’re in Berlin - at the InternationaleFunkaustellung (TheInternational Funky Stellar Stuff Show or IFA). It is a trade show for consumer electronics and it has new tablets on show including, most significantly:
The Samsung Galaxy Tab which is the one with the most hype. It even appeared fleetingly on the BBC nine o’clock news. It’s a 7-inch tablet with a capacitive touchscreen and the latest Android 2.2 (Froyo) together with full access to the Android Market. It’s due to be launched - in terms of being actually available in shops to buy - from October 2010.
The Toshiba Folio 100. This is a 10-inch tablet with (reputedly) the fastest processor - NVIDIA's dual-core Tegra 250, but no access as yet to the full Android Market. It also has a rather vaguer release quoted of “Q4 2010”, probably November.
The ViewSonic Viewpad 7. This has a similar 10-inch screen, and the new operating system, but only a 600 MHz processor
The Archos 70 and 101. These are the 7-inch and 10.1-inch offerings in a range of five Android tablets. The others are 4.3 inches and smaller so there probably more appealing to those with very small pockets and handbags - and very acute eyesight to match. In a change from the Archos 5, these two new larger tablets have proper capacitive touchscreens. But should we worry a little about the smallness of the company and its profile outside France?
So, isn’t that more than three? Well the attrition rate for this kind of tablet between the announcement and the shop has been mind-blowing up to now. But with the huge success of the Apple iPad and the amount of hype surrounding these announcements, at least three should be genuinely available by Christmas. (For all the latest tablet updates, check out our tablet guide here.)
Does this represent a sea change in the consumer IT market as whole? Are we seeing Android releases equivalent to the first few PCs that appeared using the IBM’s standard physical architecture specification 30 years ago? These new tablets are all lighter and more energy efficient than the smallest Windows netbook - none one of them contain Microsoft software or Intel processors. Watch this space.
If our view is that this is a real tipping point, the long term investor might respond accordingly. That would mean backing the tablet makers, like Samsung Electronics,Toshiba and Archos - and, of course, for Arm Holdings, which designed the CPU chips contained in all these Android devices
Perhaps the change is less positive for Microsoft and Intel whose PCs and laptops have reined supreme. But their tablets, while they have been around for some years, have never really caught on as they have been prone to seeming heavy, hot and slow and have been plagued by short battery life. Last week, Intel bought German wireless chip maker Infineon and may have been prowling around Arm, but the European competition authorities might take a rather dim view of these activities.
