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HTC to offer Android 3.0 tablet PC in 1Q11, say Taiwan component makers

HTC plans to launch a tablet PC, possibly equipped with Android 3, in the first quarter of 2011, according to Taiwan-based component makers.  —  For marketing tablet PCs, HTC will have an advantage thanks …

DigiTimes Daniel Shen

Context & Ripple Effects

HTC's confirmed Desire HD and Desire Z launches, alongside its HTCSense.com cloud service, show the company extending its Android presence across devices and services. The component-maker report suggests a tablet was being considered as the next form factor in that broader push.

The timing matters because Acer had reportedly considered delaying its own tablet for Android 3.0. HTC's reported first-quarter plan therefore places the operating system release cycle, rather than hardware availability alone, at the center of Android tablet scheduling.

First-order effects

  • If the component-makers' report is accurate, HTC would add a tablet to a lineup centered on Android handsets and HTCSense.com, broadening its device footprint.
  • A first-quarter launch target would make Android 3.0 readiness a key dependency for HTC's tablet plan, since the report identifies that version as the likely software.

Second-order effects

  • Acer and HTC would be competing to translate Android 3.0 availability into tablet launches, increasing the importance of software timing in their product calendars.
  • HTC's existing handset and cloud-service positioning gives it a basis to present a tablet as part of a connected device portfolio rather than as a standalone product.

Third-order effects

  • If other Android hardware makers follow Acer and HTC in timing tablets around Android 3.0, platform release schedules will exert more control over tablet competition than individual manufacturers' launch ambitions.
  • The emerging contest is moving toward system-level device portfolios, where handset makers pair hardware breadth with cloud services and a shared operating system.

The trend: Android handset makers are seeking to extend their positions into tablets, with major platform updates becoming the gatekeepers for launch timing and portfolio cohesion.