There is a school of thought that we believe is growing which says that the second screen in the room is rapidly becoming the first and only screen. TV will be viewed more and more on the tablet, and that the social experience of watching TV will be shared with your real friends, not your family who are physically on hand. If you have that view, then you will interpret the report this week from IHS that shipments of TVs in the US have declined by 11% in the first quarter, in a very different way to those who are devout believers in the shared screen. The numbers came from a TV Systems Intelligence update from IHS. It says that…