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CES Preview: Tablet Deluge

Stocks in this article: MOT GOOG AAPL MSFT HPQ ARMH

Microsoft's response and Goldman Sachs' Motorola estimate have been added to this story.

NEW YORK ( TheStreet) -- If 2010 was the year of Apple's (AAPL) iPad, then 2011 is the year of everyone else's tablet.

The big theme at this week's Consumer Electronics Show is tablets, with tech watchers expecting a large number of new devices powered by Google's (GOOG) Android operating system.

(Stay tuned to TheStreet for live coverage of CES.)

2011 CES

"Tablets will be the key showing at CES this year," Brian Marshall, an analyst at Gleacher & Company told TheStreet."People are expecting 50 million-plus tablet units from the tech industry in 2011 ."

The Year of Android

"There will be a lot of products launched on Android," Jayson Noland, an analyst at Robert W. Baird, told The Street, adding that Google's operating system has been gaining great momentum. A recent Nielsen report showed that while Apple's iOS holds the most market share for smartphones, over the past six months, 40% of consumers buying handsets bought Android-powered ones.

Newly spun off as a separate entity, Motorola's (MMI) cell phone business, now called Motorola Mobility, will take center stage at CES Wednesday with a press conference that will likely mark the debut of its Droid Xoom The device is expected to run Honeycomb, the latest tablet version of Android, as well as a Tegra 2 graphics processor from Nvidia (NVDA). The Xoom will reportedly offer both front and rear cameras, although Motorola wouldn't comment when contacted by TheStreet.

Goldman Sachs analyst Simona Jankowski expects that Motorola's Android-based tablet will make it onto the market sometime this year. In a note released earlier this week Jankowski estimates that Motorola could ship 1 million of the tablets in 2011, a figure which could grow to 4.5 million by 2013.

Toshiba and Lenovo are also expected to debut Android tablets, with Toshiba rumored to have readied a 10-inch Honeycomb version.

Dell (DELL) could also unveil the successor to its Streak mini-tablet, a smallish 7-inch Android device with T-Mobile. "At this point we don't have any comment to provide for unannounced products," said a Dell spokesman in an email.

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