Daniel Eran Dilger
DisplaySearch reports that Apple sold 13.6 million mobile PCs in the second quarter, 3.9 million more than second place HP.
Nearly 80 percent of Apple's mobile PC sales were iPads. DisplaySearch called tablets "the engine of growth for the mobile PC industry."
Quarterly tablet sales were up 70 percent sequentially and 400 percent over the year ago quarter, with DisplaySearch noting that 16.4 million units were shipped in the second quarter. Of those, 10.7 million were iPads.
Erasing Apple from the figures, the firm notes that shipments of other makers' tablets grew 25 percent over the past year, amounting to just over 5.6 million units.
While Apple sold as many iPads as it could build, competitors have been shipping many tablets that end users have left on the shelf. Samsung made news this winter for shipping 2 million Galaxy Tabs, but refused to say how many were sold through to users.
HP has slashed the price of its new TouchPad, but it has been reported that mounds of inventory remain unsold in stores.
Notebook sales were actually down 2 percent across the industry sequentially, but up 2 percent over the same quarter last year.
Richard Shim, a senior analyst for DisplaySearch, said in a release that “preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline. While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization.â€
While Apple continues to sell the most tablets, those sales haven't had a discernible impact on its own sales of Macs, which continue to far outpace the overall growth of generic PCs. Across many markets, PC vendors are actually experiencing a contraction of sales, indicating that rather than cannibalizing its own, the iPad is preying upon other species.
Wesley Hilliard
Charles Martin
William Gallagher
Christine McKee
12 Comments
Where's Toshiba?
Buh, buh, buh, but.. where is ANDROID?!
iPad counted among "PC" units, as it should be.
iPad counted among "PC" units, as it should be.
It all depends on what you're trying to do. For some purposes, it makes sense to include iPads. For others, it doesn't.
But at least this one presents a fair analysis. They're apparently including ALL tablets from all vendors, so it's self-consistent. It's infinitely better than the one a week or so ago which added up PC market share and included the iPad in Apple's number, but not all the other tablets.
The thing that strikes me as odd is that even including tablets, total notebook sales are down 2%. That means that without tablet sales, total notebook sales were down around 12% or so - which surprises me.
Buh, buh, buh, but.. where is ANDROID?!
Included with the other manufacturer's results. TouchPad would be included in HP's numbers, Xoom would be in Motorola's numbers, and so on.
The clowns who are attempting to compete with Apple don't have a clue. None of them. It's hilarious to watch one crap tablet after another fail in the marketplace and quickly become massive flops. I pity the fools who have wasted their money on any of those dead end tablets.
Apple is currently making a killing because Apple makes the best products combined with the best overall user experience at the right price, it's as simple as that.
Most people don't have a lot of money to throw around and spend due to the current state of the economy, and most people are going to buy what looks best, what is safe, dependable, reliable and what works the best, coming from a company that people trust and that has been around for decades. That company happens to be Apple. Apple also has the largest ecosystem by far, and that is also a very strong selling point for iOS devices. Why would anybody take a chance and waste their hard earned money on other tablets which face an almost certain death? Consumers aren't willing to pay hundreds of dollars to become beta-testers for companies releasing pathetic, unfinished, buggy tablets with a non existent ecosystem, no matter how much they are discounted or slashed in price. They want the original product, and we all know what that is.
The iPad competitors are all competing with each other in a race to the bottom, with ever lowering prices intended to entice frugally minded poor people, welfare recipients and just plain ignorant people. The average Joe or the average Mom or average Grandmother walking into a Best Buy isn't there to buy a tablet. They're there to buy an iPad.