Printer market affected by tablet PCs
By James • Feb 17th, 2011 • Category: Industry News
- Photo: jared moran / Flickr
While there has been no shortage on prophesying the effect tablet PCs will have on computing, Morgan Stanley has just released a report that has caught us – and likely many others – off guard. It talks about how tablet PCs will negatively affect the printing supplies and greater printer market.
More tablets sold, less printing done
More specifically, the Morgan Stanley report suggests that there is (and will be) a negative correlation between tablet PC sales and printing done – in other words, the more tablets sold, the less printing will be done. Morgan Stanley says it best, writing [via SAI]: ‘Printing behavior is structurally changing; we expect a reduction in enterprise and commercial printing.’
Given that printing is a two-part business, comprising the actual printing hardware, and the ink consumables, this is not a good thing for company’s heavily invested in the printing field. Furthermore what many people don’t realise is just how much money printing companies make from printing supplies, meaning the slightest dip in sales could be the difference between profit and loss.
Why HP’s tablet strategy is suddenly critical
With the Morgan Stanley report suggesting printing supply orders will see a 2-5 per cent drop in developed markets in 2012, this puts companies like HP, Lexmark and Ricoh at risk, with these companies either being entirely built on printing, or being significantly reliant on that part of their business.
As such, Silicon Alley Insider makes an astute observation as to why the HP TouchSmart tablet PC is so important to Hewlett Packard – it might allow the company to offset the drop in printing supply revenue through revenue garnered from tablet PC sales. In fact HP is much more fortunate than Ricoh and Lexmark both, in that it is significantly divested from the printing supplies business, whereas its competitors are not.
What about tablet PC printing
Even though tablet PC printing solutions like Apple’s Air print and similar Honeycomb solutions are exciting, the Morgan Stanley report is spot on in asserting these devices will negatively impact the unnecessary waste of paper and print. After all, why print a document to show to someone when you can just lug it to on your portable, show the document in digital form and make decisions based on that? Done deal.
Tags for this article: printers, tablet pc, tablet PC sales

