Canalys: Apple May Beat HP to Become Leading Global PC Vendor Thanks to iPad
November 21, 2011 12:17 PM
comment(s) - last by
Canalys is including iPad sales in its estimates
A new study predicts that Apple will become the leading global PC provider by the second half of 2012.
Canalys, an independent analyst house that offers smart market insights to IT, expects Apple to surpass Hewlett-Packard to become the top global PC vendor before the second half of 2012 with help from the iPad 3.
"Apple has seen its PC market share expand from 9 percent to 15 percent in just four quarters, though iPad shipments in its core market -- the United States -- are likely to come under pressure in Q4 due to the launch of
and Nook at extremely competitive price points," said Tim Coulling, Canalys analyst. "HP and Apple will fight for top position in Q4, but Apple may have to wait for the release of iPad 3 before it passes HP."
Apple iPad 2
According to Canalys' predictions, Apple has already made its way into the No. 2 spot in the worldwide PC market in Q3 2011 largely due to the
success of the iPad
. Canalys expects full-year 2011 global PC shipments to hit 415 million mainly due to heightened iPad sales.
In addition, iPad shipments are expected to hit 59 million units by the end of 2011 with Q4 accounting for 22 million alone.
Canalys predicts that North America PC shipments will reach 103 million for 2011 entirely, with 32 million units accounting for Q4 alone. The popularity of pads has increased 2011 volumes, growing 18 percent year-on-year. The EMEA PC market, however, will contract 6 percent at an annual rate (excluding pads).
Apple MacBook Air
The study also noted that netbooks have helped with 2011
, with shipments expected to reach 211 million with a 10 percent year-on-year increase. Ultrabooks, on the other hand, need a significant price drop in order to increase adoption.
Canalys says Apple's domination is due to competitor's inability to "produce comparable devices at attractive prices."
This article is over a month old, voting and posting comments is disabled
RE: Gruber says........
11/22/2011 3:45:55 AM
Your assessment of Apple's size is based on a bloated market cap. Apple is riding high but will not forever. Most highly successful tech companies start with something very new and innovative and then after some number of years slip into entrenchment.
Apple may very well replace MS in some measure but then they just may become entrenched as well. Apple was once circling the bowl; what's to prevent that from happening again?
RE: Gruber says........
11/22/2011 11:24:25 AM
It's not quite that simple. Apple's market cap matches their P/E ratio, buoyed by their large (enormous by industry standards) profit margins on their products. Normally in those situations, the market responds by encouraging competitors to offer similar products with a smaller profit margin. High profit margins are unhealthy for the economy overall - they only crop up when there's a big market inefficiency. An extremely efficient economy will have razor thin margins.
Apple has been trying to stave this off with patent lawsuits. Unfortunately, patents (and copyrights) fall outside of the scope of the market. They're designed to
market forces ostensibly to provide a greater good (future innovation). Since it's something that's outside the market's control, it's difficult to predict what exactly will happen. The ITC has a history of ruling against non-U.S. companies regardless of the issue at hand (e.g. they ruled against Research in Motion, a Canadian company, based on patents which the USPTO eventually overturned). And it looks like they just ruled against HTC (a Taiwanese company) in their case against Apple.
So yeah if this were totally up to the market, you'd be correct and Apple's market cap whittled down. But with the unpredictability of the distortion to the market by IP law, it's impossible to say how long Apple's ride will last.
RE: Gruber says........
11/22/2011 1:00:48 PM
Alternatively one could point to the fact that Apple has the best organised supply chain in the business, and a SKU inventory that is utterly minimal (which minimises the number of components in the supply chain) and minute compared to it's competitors and a very deep planned future product strategy which allows Apple to use it's cash mountain to buy up components before it's competitors know what is happening.
When Jobs built Apple V2 he took everything he had learned in three decades at the heart of the tech business and crafted a business machine that is awesome in it's ability to innovate, disrupt, take profits and out manoeuvre it's competitors. The legal stuff is a side show.
Taking the comparison I made earlier about Apple being the combined Microsoft and Intel of the new devices age then Apple is only at the equivalent point that Wintel was in around 1990, Apple is only just taking off.
This is an interesting page of data.
Note the proportion of profits that Apple takes with just three handset models.
"There's no chance that the iPhone is going to get any significant market share. No chance." -- Microsoft CEO Steve Ballmer
Apple Veterans Plotted to Kill PowerPC Long Before Jobs' Return
November 14, 2011, 3:02 PM
26% of Kindle Fire Customers Delaying iPad Purchases; iOS/Android Crush Nintendo, Sony
November 10, 2011, 12:55 PM
JPMorgan Chase Report: Apple Reduces iPad Orders to Vendors
September 26, 2011, 11:51 AM
AT&T Defeats Purpose of New Apple SIM, Locks iPad Air 2 SIMs to Its Network
October 24, 2014, 2:17 PM
Get Ready for "Microsoft Lumia" Smartphones in Next Few Months
October 24, 2014, 12:26 PM
Report: Samsung Galaxy S5 to Receive Android 5.0 Lollipop in December
October 24, 2014, 11:26 AM
Dreadful Fire Phone Sales Lead to $170M Writedown for Amazon
October 24, 2014, 8:55 AM
Xiaomi Moves Data Out of China to Woo EU, America, Escape Security Concerns
October 23, 2014, 5:11 PM
Android Wear’s First Major Update Brings GPS, Offline Music Support
October 23, 2014, 1:34 PM
Most Popular Articles
Chinese Government Declares Digital War Against America's Top Tech Firms
October 20, 2014, 12:07 PM
Samsung Announces Galaxy S5 Plus with Snapdragon 805 Processor, LTE-A
October 22, 2014, 3:40 PM
Windows 8.1 + Android "Sell Mini PC" w/ Bay Trail Creates New PC Form Factor
October 20, 2014, 5:07 PM
Apple's iPad Air 2 Features Triple-core A8X Processor, 2GB of RAM
October 21, 2014, 8:32 PM
Apple Releases iOS 8.1; Adds Apple Pay Support, SMS Relay, Instant Hotspot
October 20, 2014, 1:00 PM
Latest Blog Posts
The Surface Mini That Was Never Released Gets "Hands On" Treatment
Sep 26, 2014, 8:22 AM
ISIS Imposes Ban on Teaching Evolution in Iraq
Sep 17, 2014, 5:22 PM
Space Terrorism is a Looming Threat For the United States
Apr 23, 2014, 7:47 PM
Facebook Aims to Provide Internet to "Every Person in the World" with Drones, Satellites
Apr 1, 2014, 10:20 AM
Retail Mobile Sites Experience Outages in Light of Simplexity's Bankruptcy
Mar 14, 2014, 8:48 AM
More Blog Posts
Copyright 2014 DailyTech LLC. -
Terms, Conditions & Privacy Information