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Apple's share of US PC market slips to 8% at hands of Acer

post #1 of 92
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Apple's share of the US computer market fell to 8 percent during the fourth calendar quarter of 2008 from 9.5 percent in the third as the Mac maker surrendered its third place ranking to surging netbook maker Acer, according to market research firm Gartner.

Preliminary data released by the firm Wednesday shows Mac growth to have slowed to 8.3 percent during the three-month period ending December, representing 1.225 million Macs shipped domestically. Apple has still gained a over a point in market share on a yearly basis, shipping 96,000 more systems than it did during the fourth quarter of 2007. However, its performance is down from quarter to quarter with 29.4 percent growth during the September quarter, when it reportedly shipped 1.645 million units to Americans.

Still, Apple is one of just three top-tier PC vendors in the US who would have seen positive growth during the quarter based on Gartner's data. Toshiba has shipped just over a million systems stateside to boost its share of US market to 6.5 percent, representing 12 percent yearly growth. Meanwhile, netbook maker Acer is expected to have had its unit shipments surge over 55 percent in the fall to propel its share to 15.2 percent from summer's 8.8 percent while reclaiming its third place ranking from Apple.

Market leaders Dell and HP retained their respective positions atop the market, though both saw a yearly decline in unit shipments. Dell shipped 4.465 million systems domestically, a decline of 16.4 percent that pushed its share of the market down to 28.6 percent from 30.8 percent. HP remained a close second, shipping 4.288 million units. Although its unit shipments fell 3.4 percent on a yearly basis, HP still managed to boost its share of the market to 27.5 percent, up from 25.7 percent during the September quarter and 25.6 percent from the year-ago quarter.

Preliminary U.S. PC Vendor Unit Shipment Estimates for 4Q08 (Thousands of Units) | Source: Gartner

And these companies weren't alone on the international stage. Â*The worldwide PC industry suffered its worst growth rate since 2002 during the fourth quarter as worldwide shipments totaled 78.1 million units, a mere 1.1 percent increase from the fourth quarter of 2007, according to Gartner.

"The United States experienced steeper than expected shipment declines due to the recession. The Europe, Middle East and Africa (EMEA) region was also affected by the economic slow down across key countries," said analyst Mika Kitagawa. "Asia/Pacific recorded the worst shipment growth since Gartner started its PC statistics research. Latin America met expectations, but its growth was much lower than in the past."

The lone growth driver for the 2008 holiday PC season was the mini-notebook segment, according to Kitagawa, who noted that the mini-notebook segment outpaced overall mobile PC growth as more and more vendors offered creative sales promotions. This, however, has to record declines in worldwide PC revenues as customers opt for cheaper systems.

Preliminary Worldwide PC Vendor Unit Shipment Estimates for 4Q08 (Thousands of Units) | Source: Gartner

Hewlett-Packard managed to grow above the worldwide average in the fourth quarter to maintain its first-place worldwide ranking; however, its year-on-year growth was its lowest since its merger with Compaq in 2003. For its part, runner up Dell showed strong growth in Asia/Pacific but struggled to increase shipment volume in North America and EMEA.

Meanwhile, number 3 Acer continued to show staggering growth with worldwide PC shipments growing 31.1 percent, driven by low priced mini-notebooks like its Aspire One netbook in addition to low-cost systems through much of its lineup. Â*Lenovo maintained the fourth position in the worldwide market but suffered a shipment decline for the first time since 2006, while Toshiba grew faster than the worldwide average by heavily targeting the consumer market.

Apple does not rank amongst the top 5 PC vendors worldwide, and hence no data was reported for the company in the global demographic.

For the year, worldwide PC shipments totaled 302.2 million units, a 10.9 percent increase from 2007.

Gartner's previous reports for PC market share over earlier parts of 2008 are available below:

Third quarter 2008 (summer)
Second quarter 2008 (spring)
First quarter 2008 (winter)
post #2 of 92
Yeah ...let's compare Apple's profit to Acers for more clarity about the picture that matters.
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post #3 of 92
So much for a "nacient" market.

Sent from my Dell Mini 9 netbook running OS X 10.5.6.
post #4 of 92
Just the notebook market or the entire PC market?

9.5% of quarterly sales is quite good in any case.
post #5 of 92
Apple, license Mac OS X to any PC out there and you will get 90% worldwide market share in three years! DO NOT MAKE THE SAME MISTAKE AS WITH THE ORIGINAL MAC IN 1984!!!
post #6 of 92
Apple is doooomed.
post #7 of 92
Quote:
Originally Posted by Adjei View Post

Apple is doooomed.

Normally, I'd disagree and say everyone is reading too much in to one story. But, with Jobs' failing health, high-priced computers in a weak economy, sloooow updates to hardware, and a lackluster Macworld...things are looking a little gloomy. Of course, I say all this b/c I want to buy more Mac stuff and hope they'll update their hardware and lower prices

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post #8 of 92
There is actually some good news in those numbers as Apple achieved its growth without much discounting. Given HP and Dell's decline in units, and Acer's units are mostly $300-400 netbooks, Apple's share of consumer revenue spent on computers has clearly gone up.
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post #9 of 92
With or without Jobs announcing the product the revolutionary mactouch had better come out soon.
And I'm talking BEFORE June here.
post #10 of 92
Quote:
Originally Posted by Olternaut View Post

With or without Jobs announcing the product the revolutionary mactouch had better come out soon.
And I'm talking BEFORE June here.

Yes. Unless Apple ships the product you made up, in the time frame you made up, they are surely doomed.
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post #11 of 92
Quote:
Originally Posted by addabox View Post

Yes. Unless Apple ships the product you made up, in the time frame you made up, they are surely doomed.

Hey Ireland and wizard69 we have a new member of the mactouch club. Welcome addabox!!
post #12 of 92
Quote:
Originally Posted by zunx View Post

Apple, license Mac OS X to any PC out there and you will get 90% worldwide market share in three years! DO NOT MAKE THE SAME MISTAKE AS WITH THE ORIGINAL MAC IN 1984!!!

Name one company that has gone against Microsoft's desktop operating systems, on the same terms, and actually lived to tell about it. DR-DOS, OS/2 and Be tried and are simply gone. Windows has also displaced or marginalized most of the server operating systems, such as Netware and various versions of UNIX. Even for free, Linux and the BSDs just aren't cutting it on the consumer end unless you count the network routers. I am not convinced that Apple can necessarily do that, and I doubt that it's worth it, Apple taking a different approach to the market is the reason they've succeeded.
post #13 of 92
Quote:
Originally Posted by Olternaut View Post

Hey Ireland and wizard69 we have a new member of the mactouch club. Welcome addabox!!

I swear to God, you kids better not make me come down there.....
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post #14 of 92
Market share slips, $ share doesn't
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Citing unnamed sources with limited but direct knowledge of a rumoured device - Comedy Insider (Feb 2014)
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post #15 of 92
It's because the Mini was over a year and a quarter old. You could buy a 2.0 Ghz Dell Studio Hybrid with better specs for half the price of the 2.0 Ghz Mini. Still can, as a matter of fact.

Tim Cook said in October that Apple doesn't compromise on quality. Someone better point the new CEO to the machine they were supposed to be using to steal marketshare. If "revenue share" is all that's important to him, then the Mac really is doomed again.
post #16 of 92
What the hell is a MacTouch and were can I see a pix of it in the wild. How come the rumor sites don't mention it?
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After 3 netbooks from acer, toshiba, hp, I find contentment in my 11.6 MB Air. Hoping the 8-hr battery version shows up soon.
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post #17 of 92
The only one that always wins will be Microsoft. Even in the worse economy business and people have to buy cheap computer, automatic ch-ching for MS.
post #18 of 92
Steve chose to stay out of the Netbook market.

The following is a quote from an AppleInsider article.

"We're not tremendously worried. As we look at the netbook category, that's a nascent category. As best as we can tell, there's not a lot of them being sold. You know, one of our entrants into that category if you will is the iPhone, for browsing the Internet, and doing email and all the other things that a netbook lets you do. And being connected via the cellular network wherever you are, an iPhone is a pretty good solution for that, and it fits in your pocket."

Steve said no so Apple of course followed the almighty and lost a huge share of the market.

http://www.appleinsider.com/articles...cheap_pcs.html

I wish Steve nothing but the best in his current health matters but get him the heck out of Apple's decision making process MAKE him step down as CEO and let Apple move on.
post #19 of 92
Ummmmmmmmmmmmm do some of you realize that Netbooks have a high return rate?


Linux based Netbooks stinking up the joint

I think Apple simply needs to do the Netbook/Mactouch right and make it affordable for Mac users not all users and we'll be fine.
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post #20 of 92
Quote:
Originally Posted by MacOldTimer View Post

Steve said no so Apple of course followed the almighty and lost a huge share of the market.

Netbooks are a huge share of very little. They don't cost a lot, there's not a lot that can be made on them, and still require a similar level of engineering as a regular notebook even if many of the purchased parts are less expensive. I don't think Apple has actually ruled it out, the comments I've seen from the company make it look hedged, like they are keeping an eye on it, and will strike when and if they feel they need to, not because of peer pressure.

If the netbook market does hold rather than just a flash in the pan, then maybe Apple will do something, but fighting for market share on the low end is basically fighting to pick scraps off of bones.
post #21 of 92
Quote:
Originally Posted by mark2005 View Post

There is actually some good news in those numbers as Apple achieved its growth without much discounting. Given HP and Dell's decline in units, and Acer's units are mostly $300-400 netbooks, Apple's share of consumer revenue spent on computers has clearly gone up.

Acer would have to sell a heck of a lot more "netbooks" to make margins anywhere near Apple's. This is interesting news, but a bit misleading.

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post #22 of 92
Quote:
Originally Posted by Adjei View Post

Apple is doooomed.


Yep, anytime now.
post #23 of 92
You can't sell a premium product in the midst of major economic depression and expect to continue gaining market share against discount competitors. Apple products are obviously superior, but at the end of the day, right now, the price is keeping a lot of people away.
post #24 of 92
How much of Acer's growth is due to the late 2007 acquisition of Gateway and the early 2008 purchase of Packard Bell? I don't see any talk of this in the article.
Apple's growth was organic, not buy-out driven. They could pay cash for Dell.
These numbers need to be adjusted for acquisitions!
post #25 of 92
Quote:
Originally Posted by min_t View Post

What the hell is a MacTouch and were can I see a pix of it in the wild. How come the rumor sites don't mention it?

Your kidding right? Do a search on that term from this site alone will bring you up a big listing of forum posts.
Its widely expected.....at some point....that Apple will unveil either a tablet or a netbook of some manifestation soon. Of those who think it will be a tablet of some sort many have nicknamed it the "mactouch". I personally think its not going to be a tablet or a netbook but some new category of mobile that no one has thought up yet.
post #26 of 92
Are these number seasonally adjusted. I suspect Apple does a pretty good third quarter from students, so relative to everyone else, does their market share spike every year for back-to-school?
Where is the analysis? What do the numbers really mean?
post #27 of 92
Quote:
Originally Posted by JeffDM View Post

Netbooks are a huge share of very little. They don't cost a lot, there's not a lot that can be made on them, and still require a similar level of engineering as a regular notebook even if many of the purchased parts are less expensive. I don't think Apple has actually ruled it out, the comments I've seen from the company make it look hedged, like they are keeping an eye on it, and will strike when and if they feel they need to, not because of peer pressure.

If the netbook market does hold rather than just a flash in the pan, then maybe Apple will do something, but fighting for market share on the low end is basically fighting to pick scraps off of bones.

So in short you're saying Apple will chase the puck when "they think" it becomes profitable.

The truth is Apple doesn't want to make an affordable computer. They never have and that will hurt them in this economy.

You either don't travel for your job or don't know what you're talking about from a business point of view (Yes I know you're a moderator). I love my Acer for travel and need nothing more than it when I'm on the road.

Yes I have my iPhone but it doesn't compare to a netbook when you are trying to update a spreadsheet for a presentaton or for that matter make changes to anything.

Let Apple figure out Copy and Paste and then maybe they'll be ready for he Netbook Market.

By the way. Acer ranks among the world's top five branded PC vendors (Google Acer).

I wouldn't call that picking at the bones.
post #28 of 92
Quote:
Originally Posted by MacOldTimer View Post

So in short you're saying Apple will chase the puck when "they think" it becomes profitable.

Good one. But I've never liked Job's use of the "puck" metaphor. Apple trails on technology as often as they lead. They seem to do things on their own time.

There is a difference between a fad and a sustainable business.

Quote:
Yes I have my iPhone but it doesn't compare to a netbook when you are trying to update a spreadsheet for a presentaton or for that matter make changes to anything.

Just to make it clear, I didn't say the iPhone compares with a netbook, and I do not presume to suggest that.

Quote:
By the way. Acer ranks among the world's top five branded PC vendors (Google Acer).

I wouldn't call that picking at the bones.

What I meant by "picking at the bones" is profitability. We'll see how much money they actually make, a sale is meaningless to a business unless there is a profit in it.
post #29 of 92
Acer added 1MM units. Even if they are half the price of normal laptops, the question is if the added units made up for deteriation in average selling price.

From where I sit, a Netbook is an extra computer rather than a main computer. It might extend the time between purchase of a "main" computer, but it is a net benefit to both the consumer and the manufacturer (more money gets spent/more value is felt).

The market isn't as "nascent" as it was last August, and Apple is now trailing: every other manufacturer has a netbook offering (sans Toshiba?).

I think I represent Apple's current problem pretty well: my wife and I are not in a hurry to upgrade our Macs given the current economy. I am however happy to plunk down less than $500 on a new computer. This is a major problem to Apple, because it suggests that there is limited value (even to their high-end customers) for their premium product line.

Maybe it is a good time for SJ to step down.
post #30 of 92
Quote:
Originally Posted by JeffDM View Post

Just to make it clear, I didn't say the iPhone compares with a netbook, and I do not presume to suggest that.



What I meant by "picking at the bones" is profitability. We'll see how much money they actually make, a sale is meaningless to a business unless there is a profit in it.

That's a short sighted as Steve's nascent comment.

Edit:
On a second topic. Windows 7 is going to run on current Netbooks. But obviously 88% of the Market share means Microsoft isn't as forward thinking as you and Steve Jobs.
post #31 of 92
Quote:
Originally Posted by MacOldTimer View Post

That's a short sighted as Steve's nascent comment.

Edit:
On a second topic. Windows 7 is going to run on current Netbooks. But obviously 88% of the Market share means Microsoft isn't as forward thinking as you and Steve Jobs.

How is making a profit short-sighted? Selling a lot more units doesn't help much if you have to reduce the margins a lot to make that happen. Winning a popularity contest isn't necessarily the same as good business.
post #32 of 92
Quote:
Originally Posted by JeffDM View Post

How is making a profit short-sighted? Selling a lot more units doesn't help much if you have to reduce the margins a lot to make that happen. Winning a popularity contest isn't necessarily the same as good business.

You win. You are not worth my time to argue with.
Obviously ACER is a big loser and they don't know we're in a recession and that selling $3,000 BLOAT BOOKS is the future.

Way to GO STEVE, YOU DA MAN.
post #33 of 92
Quote:
Originally Posted by hmurchison View Post

Ummmmmmmmmmmmm do some of you realize that Netbooks have a high return rate?


Linux based Netbooks stinking up the joint

I think Apple simply needs to do the Netbook/Mactouch right and make it affordable for Mac users not all users and we'll be fine.

Notice any word in particular? ... LINUX. I know ASUS said high returns of Linux while low return on Windows. I don't find that shocking at all as Linux is still half baked (I know I download a copy yearly just to try out). It doesn't meet what consumers can get with OS X or Windows. I know that most of Acer's Netbook sales are Windows XP and at Walmart. And to decry them as horrible is crazy, as they are about as equal as the $2500 Sony Vaio 11" Ultraportable I bought in 2004 in terms of specs (Minus DVD Drive).

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post #34 of 92
Quote:
Originally Posted by UltimateKylie View Post

Notice any word in particular? ... LINUX. I know ASUS said high returns of Linux while low return on Windows. I don't find that shocking at all as Linux is still half baked (I know I download a copy yearly just to try out). It doesn't meet what consumers can get with OS X or Windows. I know that most of Acer's Netbook sales are Windows XP and at Walmart. And to decry them as horrible is crazy, as they are about as equal as the $2500 Sony Vaio 11" Ultraportable I bought in 2004 in terms of specs (Minus DVD Drive).

You realize saying you download LINUX every year to try out is stating the obvious that you don't know what you're talking about.

Linux is OPEN SOURCE and there are many flavors of Linux, each with their own features.

If you don't know of what you speak don't put it into words. It just makes you sound (fill in the rest).
post #35 of 92
Quote:
Originally Posted by Adjei View Post

Apple is doooomed.

1996 called...

post #36 of 92
Quote:
Originally Posted by MacOldTimer View Post

Obviously ACER is a big loser and they don't know we're in a recession and that selling $3,000 BLOAT BOOKS is the future.

Way to GO STEVE, YOU DA MAN.

You have a cute name there OldTimer.... but you really are sounding more and more troll-like.

"Bloat Books" ??
"You da man" A little tactless today, don't you think?

Your whole netbook 'argument' is not even particularly strong. Did you read the original post? Any of those figures sink in?

The whole armada of PC makers, together with their new "saviour", the low profit NetBook, managed to increase there sales by ..... a massive ONE percent. Even better in the US where the rise of the almighty NetBook has lead the charge DOWN by 10 percent.

Compare that with poor old timer Apple. Somehow, with a sick leader, no bloody NetBook strategy, no firesale prices, no mini-tower.... somehow.... probably by just being evil.... they have increased their Mac sales.... and their marketshare.
post #37 of 92
Quote:
Originally Posted by hmurchison View Post

...I think Apple simply needs to do the Netbook/Mactouch right and make it affordable for Mac users not all users and we'll be fine.

hear, hear!

Quote:
fighting for market share on the low end is basically fighting to pick scraps off of bones.

didn't apple itself suggest the iPhone and iPodTouch are a version of a netbook, a powerful little computer that can browse, etc? how is that different from fighting for market share on the low end? I don't see any reason apple couldn't position a superior netbook at a price between the Touch and the Macbook. The company's given up hundreds of thousands of unit sales and billions of dollars of revenue by choosing to stay out of that not-nascent market.
post #38 of 92
Quote:
Originally Posted by piot View Post

You have a cute name there OldTimer.... but you really are sounding more and more troll-like.

"Bloat Books" ??
"You da man" A little tactless today, don't you think?

Your whole netbook 'argument' is not even particularly strong. Did you read the original post? Any of those figures sink in?

The whole armada of PC makers, together with their new "saviour", the low profit NetBook, managed to increase there sales by ..... a massive ONE percent. Even better in the US where the rise of the almighty NetBook has lead the charge DOWN by 10 percent.

Compare that with poor old timer Apple. Somehow, with a sick leader, no bloody NetBook strategy, no firesale prices, no mini-tower.... somehow.... probably by just being evil.... they have increased their Mac sales.... and their marketshare.

The entire point of my original posting is to say that Steve Jobs called the Netbook market nascent.

That in itself says that Apple missed the boat and will be following the rest of the market to put out a Netbook. Nascent by meaning is to say it's in its infancy or beginning to develop.

That is supposed to be Apple's claim to fame and interpet what is the next up and coming market. Steve Jobs comments make him sound as bad as Steve Ballmer when he discounted the iPhone as a toy. He is passed his time and needs to move on.

By the way Apple is currently trading at 79.30 after hours. Steve's not hurting anyone but the shareholders and they won't put up with it for very long. Especially with his lack of vision of late.
post #39 of 92
Quote:
Originally Posted by rtdunham View Post

hear, hear!



didn't apple itself suggest the iPhone and iPodTouch are a version of a netbook, a powerful little computer that can browse, etc? how is that different from fighting for market share on the low end? I don't see any reason apple couldn't position a superior netbook at a price between the Touch and the Macbook. The company's given up millions of sales and billions of dollars by choosing to stay out of that not-nascent market.

Because Steve said it isn't the right time. The market is still in it's infancy. Plus they can't figure out how to make a Netbook for less than $1000.
post #40 of 92
Quote:
Originally Posted by piot View Post

You have a cute name there OldTimer.... but you really are sounding more and more troll-like.

"Bloat Books" ??
"You da man" A little tactless today, don't you think?

Your whole netbook 'argument' is not even particularly strong. Did you read the original post? Any of those figures sink in?

The whole armada of PC makers, together with their new "saviour", the low profit NetBook, managed to increase there sales by ..... a massive ONE percent. Even better in the US where the rise of the almighty NetBook has lead the charge DOWN by 10 percent.

Compare that with poor old timer Apple. Somehow, with a sick leader, no bloody NetBook strategy, no firesale prices, no mini-tower.... somehow.... probably by just being evil.... they have increased their Mac sales.... and their marketshare.

Your comment in itself makes you "Trollish". Lack of Tact seems to be a prerequisite for posting in this room. Lack of knowledge is the norm here.

Apple has put out nothing innovative since the iPhone and Touch.

They are riding a wave and their latest round of overpriced Notebooks and $2000 Monitor seem to indicate that they don't know the market anymore.
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