While PC sales falter, IDC's tablet forecasts keep rising: the firm now expects 122.3M tablet shipments in 2012, up from 117.1M in September, 107.4M in June, and 106.1M in March. The iPad (AAPL) is expected to account for 53.8% (65.8M) of those shipments, Android (GOOG) tablets 42.7% (52.2M), and Windows (MSFT) tablets just 2.9% (3.5M). IDC now expects 282.7M shipments in 2016 (261.4M prior), but as the 2012 forecast changes show, that's pretty hard for anyone to guess.
This is one area recently that HP may have done something right. I think their lineup of tablets for the enterprise space was a very smart move IMO. While they also will have a consumer line as well, I think they will have a tough time to compete with Apple abd Google in that space.