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I always laugh when this inevitably happens.
My father-in-law once wanted to invest in a workstation vendor. (Yes, this was long ago.) He wanted my opinion, since I'm an engineer and worked on workstations. Sales of workstations were booming, going from thousands per year to tens of thousands per year in short order. I told him to not bother, that the market was about to saturate and sales would drop to replacement level. He was surprised. I pointed out to him, that there were only a quarter of a million people in the US who needed these systems. They were selling at a rate that would replace the previous generation with a newer, much more satisfactory generation in a year or so. The rate of sales was skyrocketing. Sure enough, after the workstation industry had sold a hundred thousand of the first generation and a quarter million of the second. Poof! the market dropped to about 10% or so of the previous rate of sales.
Also works for tablets. Or any other disruptive new technological device. Accelerating sales of popular device->Over expansion of manufacturing->Market saturation->Dramatic drop in sales to replacement levels->Large percentage of manufacturers go out of business.
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