In this video, Andrew Tonner reviews the drivers of consumer electronics: smartphones and tablets. In this market, Apple and Google are the major players, with entrenched businesses and markets. The PC is projected to decline and to probably drag on Dell, Hewlett-Packard, and even Microsoft. Wireless connected devices are the wave of the future, Andrew says, and Apple and Google are most likely to benefit.

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Andrew Tonner owns shares of Apple. The Motley Fool recommends Apple and Google and owns shares of Apple, Google, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.