> Samsung is selling a silly amount of smartphones, their sales growth recently is astonishing. Since tablets are fundamentally the same components with a bigger screen, (and again, those components are by and large made by Samsung) I really wouldn't count them out.

I'm also betting on them, I mean, they were the ones (together with LG) who almost took Sony out of the flat-screen TV business (Philips has already left that market) so they know what they're doing.

Thing is, is everyone needs a phone. You make a good cost/value phone, get it in stores, and som people browsing for their next phone will buy it

Tablets are a different sort of purchase, and its looking like there will be at least two markets - a low-end, powerful enough to use any HD movies/music/other content you want, and a high-end as laptop replacement. The cost for the low-end device is going to asymptote towards zero, quickly. So that looks like primarily a market for content providers. The high-end device, Apple seems to own the mindshare on, so far

The hardware is disappearing, so its build a software/content platform or die. Who could have predicted in 2006 that the major computing platforms of 2012 would be run by Apple, Google and Amazon?