Combined Mac and iOS shipment growth would make Apple world's second largest PC maker
iPad and Mac shipments both outgrew the Windows PC market in CYQ3 2011, and if combined would boast a 99% growth rate and make Apple the second largest PC maker in the world.
In a report released on Tuesday, analyst Horace Dediu of asymco contrasts Apple's Mac OSX's 27.7% growth rate with Windows-based systems' 2.5% for the third quarter of 2011. He added that if iPads were included with Mac OS X, Apple's "computer" shipment growth rate would be 99%, making it the world's number two PC maker with 15% market share, falling just short of HP's 15.7%.
Apple sold a record 11.2 million iPad units in the quarter ending in September seeing a 166% unit growth, doubling the company's PC shipment growth despite a record-breaking 4.89 million Macs shipped.
During Apple?s Oct. 18 quarterly earnings conference call, Chief Executive Officer Tim Cook admitted that iPad sales cannibalized Mac sales but that iPad growth is coming primarily at the expense of Windows PCs.
?With cannibalization like this, I hope it continues,? Cook said.
By comparison, Windows PC makers are seeing "low-end disruption," or losses in market share over the last three years, with the most affected companies being smaller OEMs, which decreased 10.5% to around 30% share. Larger manufacturers like HP, Acer and Dell lost 2.6%, 3.9% and 3.4% share respectively, while Lenovo saw a 4.48% growth over the same period.
While small "other" OEMs have seen a decrease in share in the low-end PC industry, similar small companies are growing in the mobile phone sector as communication moves up market, which he calls "new market disruption." The "other" phone OEMs grew from 15% to 24% in the same quarter.
The analyst sees Apple taking advantage of the "low-end disruption" in the PC sector with the iPad, and "new market disruption" in the mobile phone market with its iPhone line.
Dediu suggested that the company's Mac business continues to grow alongside iOS devices is because its PC line ?consists of 74% portables," with products like the MacBook Pro and Air being ?largely unmatched" and having "a near monopoly in their target price.?
Although Apple?s Mac line has continued to see a higher growth rate than PCs for more than 20 quarters, Windows still holds the 82% of the market, followed by iOS with 10.5%, OS X with 4.7% and Android with around 3%.
In a report released on Tuesday, analyst Horace Dediu of asymco contrasts Apple's Mac OSX's 27.7% growth rate with Windows-based systems' 2.5% for the third quarter of 2011. He added that if iPads were included with Mac OS X, Apple's "computer" shipment growth rate would be 99%, making it the world's number two PC maker with 15% market share, falling just short of HP's 15.7%.
Apple sold a record 11.2 million iPad units in the quarter ending in September seeing a 166% unit growth, doubling the company's PC shipment growth despite a record-breaking 4.89 million Macs shipped.
During Apple?s Oct. 18 quarterly earnings conference call, Chief Executive Officer Tim Cook admitted that iPad sales cannibalized Mac sales but that iPad growth is coming primarily at the expense of Windows PCs.
?With cannibalization like this, I hope it continues,? Cook said.
By comparison, Windows PC makers are seeing "low-end disruption," or losses in market share over the last three years, with the most affected companies being smaller OEMs, which decreased 10.5% to around 30% share. Larger manufacturers like HP, Acer and Dell lost 2.6%, 3.9% and 3.4% share respectively, while Lenovo saw a 4.48% growth over the same period.
While small "other" OEMs have seen a decrease in share in the low-end PC industry, similar small companies are growing in the mobile phone sector as communication moves up market, which he calls "new market disruption." The "other" phone OEMs grew from 15% to 24% in the same quarter.
The analyst sees Apple taking advantage of the "low-end disruption" in the PC sector with the iPad, and "new market disruption" in the mobile phone market with its iPhone line.
Dediu suggested that the company's Mac business continues to grow alongside iOS devices is because its PC line ?consists of 74% portables," with products like the MacBook Pro and Air being ?largely unmatched" and having "a near monopoly in their target price.?
Although Apple?s Mac line has continued to see a higher growth rate than PCs for more than 20 quarters, Windows still holds the 82% of the market, followed by iOS with 10.5%, OS X with 4.7% and Android with around 3%.
Comments
iPad and Mac shipments both outgrew the Windows PC market in CYQ3 2011, and if combined would boast a 99% growth rate and make Apple the second largest PC maker in the world.
He added that if iOS devices were included with OSX, Apple's "computer" shipment growth rate would be 99%
[ View this article at AppleInsider.com ]
So are we talking about all iOS devices or just the iPad? It wouldn't make much sense to include the iPod Touch or the iPhone if we're talking about being the largest 'PC' manufacturer (and TBH, including iPads is a bit of a stretch even though it does make sense).
So are we talking about all iOS devices or just the iPad? It wouldn't make much sense to include the iPod Touch or the iPhone if we're talking about being the largest 'PC' manufacturer (and TBH, including iPads is a bit of a stretch even though it does make sense).
I was told by someone at a store last week that the iPad is not a computer ..
So are we talking about all iOS devices or just the iPad? It wouldn't make much sense to include the iPod Touch or the iPhone if we're talking about being the largest 'PC' manufacturer (and TBH, including iPads is a bit of a stretch even though it does make sense).
Just the iPad. HP shipped 16.6 million PCs. Apple shipped 11.2 million iPads and 4.9 million Macs. AI's headline is misleading.
I don't think it's a stretch at all. I use my iPad as a laptop replacement. I'm starting to wish I had Xcode on there.
So are we talking about all iOS devices or just the iPad? It wouldn't make much sense to include the iPod Touch or the iPhone if we're talking about being the largest 'PC' manufacturer (and TBH, including iPads is a bit of a stretch even though it does make sense).
My thoughts exactly.
I too was confused about whether the stat was about Mac and iPad or Mac and all iOS. I agree that considering it appropriate to aggregate sales of the Touch with sales of Mac Pros is maybe a bit overbroad.
Including iPads may be a stretch, or it may be appropriate. I think that history will teach us, as things progress. The iPad may well be a transition device to a new class of electronic wonderment. It may be the new form factor for personal computers.
We don't know yet.
But including iPads in with Macs makes a certain amount of sense even now, I think, if it is indeed true that iPad sales displace Mac and PC sales. If so, they can (and maybe should) be considered together.
The most interesting analysis, however, would slice and dice things in many different ways, so we could see all the differences. Too often these stories concentrate on a single way of looking at the data, or only a few highlights, rather than giving lots of perspectives.
And HP who are the only ones ahead of Apple are really serious about the PC business ... Oh wait a minute ...
That really is a sad commentary on the industry. Sad but true.
OSX is really only 4.7%?
I was told by someone at a store last week that the iPad is not a computer ..
I was told by someone at a store last week that the iMac is not a computer...
I was told by someone at a store last week that the iMac is not a computer...
That's not even the same thought.
That's not even the same thought.
You don't recall the years of comments that Macs aren't PCs? Your comment is the same rhetoric. So why aren't iPads PCs or computers? Are they not personal? Do they not compute?
Last year the complaint was that you had to use PC to activate and update the device. That's no longer true so what keeps Apple's tablet from a PC while decades of other tablets still get to be called PCs?
You actually have a definition to use that would make sense but you offered none so it looks like you're just mimicking someone's anti-Apple agenda.
I posted this in a previous article about how iPad is ruling tablet for web usage and iOS is the leading mobile platform...
It's fantastic how quick and easy it is to recategorized devices depending on the statistic one is trying to peddle. The iPad is like the chameleon of consumer devices!
These PC OS platform statistics look terrible! Ah, that's a lot better! But these "largest PC vendor" stats don't look right. Apple isn't quite at the top! Hang on... if the iPad is counted as a "PC" then what are we going to do with the "media tablet" stats? Oh no! I've just realized iOS isn't the highest selling smart phone OS That makes heaps of sense! If only we didn't include the iPad as a PC and a media tablet we could create a new "mobile OS" category that iOS can win! Cool. So is Android's growth much higher than iOS at the moment? Doesn't Android have a lot of apps as well? Oh. Well that makes sense. Isn't Android getting a lot of quality apps now as well? Doesn't that mean Apple over-charged me for my iPhone? Well now I'm confused.
You don't recall the years of comments that Macs aren't PCs? Your comment is the same rhetoric. So why aren't iPads PCs or computers? Are they not personal? Do they not compute?
Last year the complaint was that you had to use PC to activate and update the device. That's no longer true so what keeps Apple's tablet from a PC while decades of other tablets still get to be called PCs?
You actually have a definition to use that would make sense but you offered none so it looks like you're just mimicking someone's anti-Apple agenda.
I've heard people say that any computer that doesn't run Windows is merely a toy. Apple is always claimed to be a company that sells very expensive but not very useful toys.
I was told by someone at a store last week that the iMac is not a computer...
I was told by someone at a store last week that a fish isn't a tree.
...Although Apple?s Mac line has continued to see a higher growth rate than PCs for more than 20 quarters...
While I'm sure you are just repeating something you read, that statistic always sounds like it was written intentionally to deceive. When the PC side grows by roughly 300 million units in 2010 and the Mac side grows by 20 million units, that is not higher growth.
While I'm sure you are just repeating something you read, that statistic always sounds like it was written intentionally to deceive. When the PC side grows by roughly 300 million units in 2010 and the Mac side grows by 20 million units, that is not higher growth.
You've failed to understand that it's about percentage. You've also failed to understand that a single PC vendor within all vendors selling PCs will obviously sell less units than the whole, which should have a been a red flag that you're not reading the data correctly.
If they would just add a file manager capability to iOS and a shared file space for apps, iOS devices would arguably be PC's. Should be pretty simple to just create a Finder-like app ported from OSX and give apps permission to access at least a limited shared file space.
Never. Gonna. Happen.
It was a conscious decision for iOS to NOT have a file manager.
... that iPad sales cannibalized Mac sales but that iPad growth is coming primarily at the expense of Windows PCs. ...
And it is exactly the low end of the PC market that used to be responsible for the market (and mind) share with price-minded buyers (families and company projects, even schools, on a tight budget).
But with the iPad, Apple now is undercutting a large part of that market. Except for the power typists, the iPad more than fulfills the needs of those consumers.
Maybe Apple should advertise (and detail) more the potential of using an iPad with bluetooth keyboards.
The fact that iOS5 also removes the need of a "master" computer to run iTunes, will further simplify the "system management" aspect of owning a computing device.