Well, tablets or pads aint pure pcs either. They are more and more like highend mobile sets with much larger display. Ex. Samsung Galaxy tab.
With current spreading speed of 3G+ networks and service fees downgrade, which will atract more people to buy highend sets, especially in china and europe. In US after current analog tv signal band is fully replaced by wifi handset biz would reach to its golden age.
What about future, 4G is in place but beyond? Who has products that can fulfill our demand? Qualcomm, infineon (intel) or?
Apparently still a very lucrative part of the industry, judging from the players involved. The tablet being mentioned here is interesting, but I suspect they're still not sure to what market it belongs. Good signs for the industry are a hopeful sign for the rest of the economy.