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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 the Fire 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 PC growth, 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."

Source: Canalys

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By Brandon Hill on 11/21/2011 12:24:46 PM , Rating: 4
I thought that Steve Jobs said that the iPad was "post PC"...

Interesting how these firms are now lumping the iPad in to pad the numbers.

RE: Hmmm...
By lightfoot on 11/21/2011 1:03:31 PM , Rating: 5
You know the old saying:

"If you can't beat them, move the goalposts."

RE: Hmmm...
By GulWestfale on 11/21/2011 7:19:24 PM , Rating: 1
but the ipad isn't a PC... the Mac is barely a PC. wtf?

RE: Hmmm...
By Samus on 11/21/2011 11:59:45 PM , Rating: 2
Might as well include Cell phones and iPods while your at it. I don't see people doing research projects, school papers, and accounting on their iPad's, so its far from being a substitute or replacement to the PC.

It's just a toy. All tablets are just toys.

RE: Hmmm...
By Wolfpup on 12/19/2011 10:46:09 AM , Rating: 2
Yeah, I don't think something that's not even an open (iOS) platform is a PC. Not to mention, why stop at the iPad? If the iPad counts, the iPod and iPhone certainly count too...

RE: Hmmm...
By nafhan on 11/21/2011 1:37:11 PM , Rating: 3
PC's for people who never really needed PC's in the first place...

RE: Hmmm...
By MrBlastman on 11/21/2011 2:06:04 PM , Rating: 4
I think it is disgusting that they consider the Ipad a PC.

Closed platform? -- Check
Lack of adequate, tactile UI devices (i.e. keyboard) -- Check
Inability to upgrade/customize hardware -- Check

Sorry, the iPad fails the PC test. A recreational device it most definitely is but a PC it wholeheartedly is not.

RE: Hmmm...
By Tony Swash on 11/21/11, Rating: 0
RE: Hmmm...
By Master Kenobi on 11/21/2011 8:17:38 PM , Rating: 3
Well given your rather small requirement list, why not call an iPhone a PC as well? I mean if you get right down to it the iPad is nothing but the iPhone enlarged a few times over.

PC is going to be more about a specific form factor in the long run and lets face it a Tablet is a specific form factor, a cell phone is a form factor, a PC has several form factors itself. Server, Workstation/Desktop, and Laptop. I don't consider Netbooks a true form factor but rather a smaller cheaper Laptop, they utilize the same format.

I will have to disagree with your assessment that the technology has changed the definition of what is accepted as a PC. What they have tried to do here is combine several market segments into one and call it good.

Calling an iPad a PC is like calling a golf cart a sedan.

RE: Hmmm...
By sigmatau on 11/21/2011 9:17:16 PM , Rating: 2
I was going to say the same thing.

My Android phone can do more than the Ipad can so it must be a PC too?

RE: Hmmm...
By MrBlastman on 11/21/2011 10:59:50 PM , Rating: 2
Can you run a high end flight simulator on an iPad where:

You export instruments and devices in-sim to multiple PC's to distribute the load and then display/control those devices on those respective machines in a full-blown homebuilt cockpit--i.e. MFD's, HUD, Gauges?

You plug in multiple--I mean a LOT of external I/O devices into the iPad such as a homebuilt cockpit with multiple panels each containing many switches/buttons/levers/throttles/sticks/pedals/spe akers/microphones/head tracking devices etc.?

Load these homebrewed/modified/modded simulators onto the iPad without an app store--completely outside the control of a parent body?

Develop applications on it using the standard input devices designed for it? (i.e. in the iPad's case, just the glass based keyboard)


You can't do any of the above. The iPad completely fails at being a PC. It isn't one.

RE: Hmmm...
By Urbanmech on 11/21/2011 11:36:00 PM , Rating: 2
See, you are the minority here.

My mom for example, has no interest in any of that, email and internet is what she wants, and tablets do everything that she needs.

Yes, a dedicated PC is wonderful for those who really want to take advantage of the possibilities, but we are a small number compared to those who just want a basic internet machine. They use a computer all day at work, and have very little interest in spending their home time on one.

RE: Hmmm...
By bupkus on 11/22/2011 3:37:18 AM , Rating: 2
Tablets: PC's for people who never really needed PC's in the first place...
See previous post.

RE: Hmmm...
By Reclaimer77 on 11/22/2011 11:54:06 AM , Rating: 1
See, you are the minority here.

No YOU are. The majority of people are NOT exclusively using iPad's for everything and calling it a PC.

My mom for example, has no interest in any of that, email and internet is what she wants, and tablets do everything that she needs.

A $200 eMachines from Wal-Mart can do email and internet and MORE than an iPad while still costing less. So I'm not sure what you're on about here. Love the "mom" example though lmao. Like that's relevant.

They use a computer all day at work, and have very little interest in spending their home time on one.

So the iPad isn't a PC! Ah ha, you just said it right here in this quote. When they come home from a long day of using a "computer", they want to use something that isn't one.

RE: Hmmm...
By drycrust3 on 11/21/2011 2:35:49 PM , Rating: 2
I totally agree. This article lacks definition. It calls any computer a "PC", it doesn't regard a "PC" as an i86 type CPU using an IBM BIOS variant motherboard with a separate monitor, keyboard, mouse, and computer with a rotating disk HDD.
It is pretty obvious they have lumped iPads into this, but iPads don't run Flash! How can you call an iPad a "PC"? Even my 10 year old Compaq 32 bit single core 2 x 40 GB HDD computer upstairs using Ubuntu can run Flash!
In one sense, they are right, HP will probably not supply as many desktops and laptops as this year, and that is because they threw away the good work of Hurd and others and decided to chase after a mirage, but equally Apple probably won't ship as many of their pre-iPad notebooks and desktop computers as well.

RE: Hmmm...
By luseferous on 11/21/11, Rating: 0
RE: Hmmm...
By anactoraaron on 11/21/2011 4:50:03 PM , Rating: 2
Not really. When I go into Best Buy/Walmart/Fry's etc. and ask them to show me their selection of "personal computers" they will most definitely NOT take me to their 'tablets' section.

Tablets are nothing more than media consumption/limited gaming devices. I think more of "personal computer" as something that will be more productive. Show me a tablet that will run Full Photoshop 5.5 and I will change my opinion.

RE: Hmmm...
By luseferous on 11/21/2011 7:17:41 PM , Rating: 2
Thats why I called it a very limited and not very good computer.

I don't care if its made of bits of string and chewing gum and powered by a hamster wheel. If it computes its a computer.

If it was designed for personal use/ownership then its a Personal Computer.

Same goes for many other devices that are not regarded as computers. PC does not equal a Intel/AMD/Micorsoft based device. They are just the most prominent examples of Pc's and so people assume that is the definition.

RE: Hmmm...
By TheRealArdrid on 11/21/2011 8:07:19 PM , Rating: 2
Then, by that definition, almost every CE company (Sony, Microsoft, Nintendo, etc.) should be on that list.

RE: Hmmm...
By luseferous on 11/21/2011 8:21:23 PM , Rating: 2
yep :)

RE: Hmmm...
By luseferous on 11/21/2011 8:25:19 PM , Rating: 2
you could make a distinction between general purpose PC's and more single function PC's but even that line is pretty blurry.

RE: Hmmm...
By Reclaimer77 on 11/21/2011 10:32:53 PM , Rating: 1
Thats why I called it a very limited and not very good computer.

Then shit so is my old ass PDA. It's a personal computer too, just not a very good one!

Sorry but you guys are full of it. A pad is not a PC, end of discussion.

If it was designed for personal use/ownership then its a Personal Computer.

That's the most open ended generic "definition" of the term ever. Ever. I guess my freaking digital camera is a PC too!

I think it's clear that "PC" needs to be broken into standard desktop and "mobile" computing brackets. I'm fine with scoring iPads as mobile computing. But to call it a PC, and claiming they had a 241% jump in "pc" sales in one year, is marketing/statistical bullcrap. This is simply Apple, who's entire history of pc marketshare has been abysmal, moving the goalposts.

RE: Hmmm...
By luseferous on 11/22/2011 9:53:16 AM , Rating: 2
That's the most open ended generic "definition" of the term ever. Ever. I guess my freaking digital camera is a PC too!

Exactly! The term Pc is a very generic and open definition. Its not my definition its the accepted one.

If you want to say the Ipad is not a desktop form factor Pc with a monitor and keyboard then no argument from me. But saying its not a computer is just silly.

Love them or hate them they fit every definition of PC that I can think of.

RE: Hmmm...
By Reclaimer77 on 11/22/2011 11:45:40 AM , Rating: 1
The term Pc is a very generic and open definition.

Except it's not. The term itself might be "generic", but the items it's in reference to have always been of a specific type and form factor.

The term water heater is pretty generic too. But when you think of "water heater" do you think of the standard cylinder shaped tank heaters we use today, or do you think of an iron pot over a fire? I mean hey, the iron pot is technically a "water heater" too! But umm, yeah, you get the point.

RE: Hmmm...
By Helbore on 11/22/2011 8:04:45 AM , Rating: 2
I have an old calculator that fits that description. Heck, I used to have a digital watch that fits that description!

It probably describes my car, too.

RE: Hmmm...
By luseferous on 11/22/2011 9:29:46 AM , Rating: 1
Okay then please define why an Ipad is not a computer ?

Is it because it can't run the latest photoshop ?
A 386/486/pentium1 would not be able to do that are they computers ?
Is it because it lacks a hard disk ?

What about a tablet running windows 7 or 8 or a diskless workstation are they not computers?

Is it because its got a closed Operating system ?
So would it be a computer if you could put Windows or Linux on it ?

And to those making silly comments about calculators etc...
YES they are. They have A CPU, RAM, An O/S of sorts so of course they are computers.

So please define a computer and then tell me why the Ipad is not one or an Xbox or a Nintendo DS etc.

RE: Hmmm...
By jonmcc33 on 11/21/2011 2:37:45 PM , Rating: 2
Yes, the iPad is in no way a PC. iPads don't even sell near the number that PCs do anyway.

iPad 2 success
By daveinpublic on 11/21/2011 1:37:44 PM , Rating: 3
As an iPad user who upraded to an iPad 2, and I can see why it's so successful. For most computer users, you can do everything you do on a PC with an iPad. I use a computer for Final Cut Pro etc, so I can't replace my computer, but I can sure use it for a ton of stuff that I usually do! I've told my family how great it is, but they never paid any attention until they tried it.

RE: iPad 2 success
By Articuno on 11/21/2011 1:42:56 PM , Rating: 3
Who the hell needs a $500 Web browser? Buy a netbook if you want portability, buy a laptop if you want portability without the sacrifice of performance, buy a desktop if you want performance at the price of portability.

Anyways, iPads aren't PCs, they're toys. Just another idiotic "marketing research firm" spouting things to stir up popularity.

RE: iPad 2 success
By drycrust3 on 11/21/2011 4:26:27 PM , Rating: 4
you can do everything you do on a PC with an iPad

Can I load a Linux distribution onto it?

RE: iPad 2 success
By Master Kenobi on 11/21/2011 8:09:33 PM , Rating: 2
Yes, but it requires a pointless amount of work. Heck I even saw WebOS running on it a few months ago.

RE: iPad 2 success
By Helbore on 11/22/2011 8:17:33 AM , Rating: 4
As I work in IT for a living, I've seen the exact opposite. Plenty of my clients (the execs, usually) bought iPads when they first came out and got me to set them up for them (you can't expect an executive to know how to set up his own email account, even on an iDevice!)

It almost exclusively goes the same way. They're all impressed by it for the first hour or so. Then they start asking if they can get it to do certain things - such as run bespoke company databases. It's amusing, but I will answer "no" to almost every "can it do..." question they ask. By the end of it, they are supremely disappointed by it's lack of capabilities.

I now only have one client who uses his iPad for work (he owns a restaurant and uses it to carry copies of their menu and wine list around) and that's it. Everyone else gave up and it's gone on to their other halves.

It doesn't deserve the title of "PC." It's bloody useless in almost all productivity tasks. It's a big smartphone without the phone.

RE: iPad 2 success
By Dorkyman on 11/22/2011 12:25:38 PM , Rating: 2
Helbore, be careful. Can't bring common sense into these discussions.

Remember, to a dreamer all things are possible. Whether they are PRACTICAL, well, that's another issue.

By silverblue on 11/21/2011 12:24:35 PM , Rating: 2
Canalys says Apple's domination is due to competitor's inability to "produce comparable devices at attractive prices."

More like "produce comparable devices at lower or similar prices without getting sued over half-baked trademark infringement claims."...

...but what do I know?

RE: Inability?
By darkhawk1980 on 11/21/2011 12:44:14 PM , Rating: 2
Anything to get more hits to your homepage. Even if it is taking a metric like PC shipments and lumping in something that is much less than a PC.

But hey, if people want to skew the numbers to make Apple look better, it'll just be an even bigger fall when it comes around.....

By Breathless on 11/21/2011 1:28:29 PM , Rating: 2
Too bad the webcam conversations can never look as good as they do in those pics, since the iPad 2 webcam is crap-o-licious.

RE: hmm...
By B3an on 11/21/2011 3:55:20 PM , Rating: 1
Typical false Apple advertising. Nothing but lies.

By euler007 on 11/21/2011 2:42:21 PM , Rating: 2
These fly-by-night analysts assume two things:
1- The tablet mania will continue forever and Joe six pack will line up to upgrade their Ipad X to the Ipad x+1 forever.
2- Apple will always have 90% of the market share for tablets, so Joe Six-pack won't buy the Kindle Fire and techheads will choose the ipad over the latest Android tablets (who refresh much faster)

RE: Sure
By Tony Swash on 11/21/11, Rating: -1
RE: Sure
By Tony Swash on 11/21/2011 7:25:01 PM , Rating: 2
Not sure what happened there - my reply to the thread further up the page got posted twice ??

Article Misleading
By MarioJP on 11/21/2011 9:38:43 PM , Rating: 2
The definition of a "PC" means a computer capable of installing anything without any restrictions or "pointless hours" to get it to work for you to use personally. The ipad is a form of a computing device. Hence "computing device" not a PC.

That's like calling your blu ray player a console because it can play movies just like your PS3 can. Does that Bluray player qualifies as a "console" because they both can play movies??. Heck I should call these smart TV's a PC then. But in reality its a TV with Internet capabilities hence considered a electronic consumer device.

I lol'd
By messele on 11/22/2011 3:12:05 AM , Rating: 2
Ah the guys on here are so funny! I don't give a hoot how you define a "PC" (the Altair 8800, the world's first PC, had no display, no storage and was programmed with flip switches) but what is funny is how everybody is tripping over themselves to define something by their own perception of what it should be.

Dance puppets, dance!

That's BS. Pads are not PC's
By BZDTemp on 11/22/2011 2:22:44 PM , Rating: 2
If we are counting Pads then there are lots of other stuff that should be counted. Why not count game consoles, smartphones, cameras, scientific calculators...

Gruber says........
By Tony Swash on 11/21/11, Rating: -1
RE: Gruber says........
By Solandri on 11/21/2011 2:53:15 PM , Rating: 4
That's just silly. Microsoft owns 90% of the PC OS market, Intel holds 80% of the PC CPU market. Those percentages have been steady for over a decade.

Apple holds just 15% of the global smartphone market, and 75% of the tablet market, and those percentages are falling.

In the PC OEM market (desktop and laptop computers, not IBM-compatibles), Apple doesn't even make the top 5. The folks claiming Apple is up there with Dell and HP are padding Apple's "PC" numbers by including iPads. If you're gonna count iPads as a PC, then you should include all laptops in the mobile device category, and iPads are only about 10% of the "mobile device" market.

RE: Gruber says........
By Tony Swash on 11/21/11, Rating: 0
RE: Gruber says........
By retrospooty on 11/21/2011 8:20:59 PM , Rating: 2
apple is wildly profitable lately thanks to ipod, iphone , iPad, but big? No , not even close. With their high prices and closed platform they still risk fading fast as cheaper open platforms take over like pc did over mac in the 90s. If apple wants to play in the big leagues, they need to open up, branch out, make far more models with different features high and AND low end and lower their prices dramatically. Not impossible, but unlikely.

RE: Gruber says........
By Tony Swash on 11/22/11, Rating: 0
RE: Gruber says........
By retrospooty on 11/22/2011 7:08:16 AM , Rating: 2
Your not gettin' it. Yes Apple is more profitable right now. Profit is not largeness or "big". Profit is money.

If Apple were to stop making products today, the world would beat on. If MS were to stop, the financial world would grid to a halt. Even Apple manufacturing would stop. Every plant that make s every Mac, and pad is made using PC's and the enterprise software they run on. The entire world run on MS software. People just "play" on Apple products.

I am not saying Apple is "doomed" They make good stuff that people like. Good for them. I am just saying you are over-inflating thier importance in this world. They are no-where near being able to accomplish what MS has. Not by a log long long longshot, and add some extra length just to be fair.

RE: Gruber says........
By Tony Swash on 11/22/11, Rating: 0
RE: Gruber says........
By retrospooty on 11/22/2011 6:00:13 PM , Rating: 2
No, you are confusing profit with importance. YOU said Apple is bigger than MS - Simply not true. Apple makes expensive toys that alot of people like. I am not taking that away from them, I say hats off to them. They have changed the tech industry for the better and I hope they continue to do so.

But dont confuse profitable toys with importance. The entire world runs off MS software, including every manufacturer that makes every single Apple product, including Mac's. As fun as Apple's toys are, they arent anywhere near as "big" as MS and have absolutely no chance of getting there.

RE: Gruber says........
By bupkus on 11/22/2011 3:45:55 AM , Rating: 2
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........
By Solandri on 11/22/2011 11:24:25 AM , Rating: 2
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 thwart 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........
By Tony Swash on 11/22/2011 1:00:48 PM , Rating: 1
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.

"The Space Elevator will be built about 50 years after everyone stops laughing" -- Sir Arthur C. Clarke

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