Apple's worldwide notebook share approaching 5 percent

Posted:
in General Discussion edited January 2014
The worldwide market for notebook computers shrank 6 percent during the first quarter of 2008, but the effects of the squeeze were nowhere to be found at Mac maker Apple Inc., which saw sales rise 7 percent to boost its position in the global rankings for the first time in about a year.



Data released this week by DisplaySearch ranked Apple 7th amongst the world's largest notebook manufacturers, up from the 8th position it's held since the first quarter of 2007. The firm now estimates the company's global share at 4.6 percent, thanks to sales of more than 1.43 million portable systems during the three-month period ending March, an increase of 61 percent year-over-year.



Apple wasn't the only notebook maker who managed to buck the historic trend that has seen unit volumes decline quarter-to-quarter from the fourth calendar quarter to the first, noted John Jacobs, Director of Notebook Market Research at DisplaySearch.



"Dell, perhaps as a result of an increased focus on retail and Greater China, as well as Toshiba, avoided this trend," he said. "Also of particular note were Apple’s 7 percent and Samsung’s 15 percent [quarterly] growth. Apple’s entry-level notebook starts at more than $1,000, while Samsung, at present, only sells notebooks in Asia-Pacific, Europe, the Middle East and Africa, and greater China."



Overall, HP remained No. 1 in the notebook PC market for the seventh consecutive quarter, maintaining a lead of almost 2 million units over Dell. But Acer, which recently acquired Gateway and Packard Bell, is fast approaching the No. 2 slot, having sold just 156,000 units less than Dell in the first quarter.







Meanwhile, DisplaySearch said the most popular panel size and resolution continues to be 15.4" 1280 × 800, which accounted for almost 50 percent of all notebook PCs shipped in the quarter. In a distant second position was 14.1" 1280 × 800 with 22 percent share, though in China and the Asia Pacific countries, 14.1” notebook PCs had twice as much share.



Looking further into 2008, the research firm said it expects notebook PC shipments to continue to grow, with total units likely exceeding 135 million units for the year.



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Comments

  • Reply 1 of 23
    solipsismsolipsism Posts: 25,726member
    Asus may push Apple back to 8th it it can't get ahead of Fujitusu next year. Those Eee PCs are cheap and popular.
  • Reply 2 of 23
    Quote:
    Originally Posted by AppleInsider View Post


    The worldwide market for notebook computers shrank 6 percent during the first quarter of 2008,



    Am I mistaken, or does the table state that the companies in that list sold 35% more than the previous year?
  • Reply 3 of 23
    bageljoeybageljoey Posts: 2,004member
    Quote:
    Originally Posted by fpsanders View Post


    Am I mistaken, or does the table state that the companies in that list sold 35% more than the previous year?



    Yeah, that is what I thought at first. I think, however, the 6% shrinkage was between Q4 '07 and Q1 '08 (for which there was no chart). On the other hand, the year to year result shows significant growth, if that chart is correct.
  • Reply 4 of 23
    Quote:
    Originally Posted by fpsanders View Post


    Am I mistaken, or does the table state that the companies in that list sold 35% more than the previous year?



    Yeah, I don't get it either.
  • Reply 5 of 23
    Confusing info on AI, how completely unfamiliar.
  • Reply 6 of 23
    bageljoeybageljoey Posts: 2,004member
    Quote:
    Originally Posted by Walter Slocombe View Post


    Confusing info on AI, how completely unfamiliar.



    It really appears as if the writer did not realize she was working with two different data sets...
  • Reply 7 of 23
    Quote:
    Originally Posted by Bageljoey View Post


    It really appears as if the writer did not realize she was working with two different data sets...



    Well, Apple's increase was still more than the average... so I guess that is good, but this:



    Quote:

    which saw sales surge over 60 percent to boost its position in the global rankings for the first time in about a year.



    still sounds a bit silly.
  • Reply 8 of 23
    citycity Posts: 522member
    The "6% shrank" must be in comparison to the fourth quarter of 2007
  • Reply 9 of 23
    kasperkasper Posts: 941member, administrator
    Quote:
    Originally Posted by Walter Slocombe View Post


    Confusing info on AI, how completely unfamiliar.



    Quote:
    Originally Posted by Bageljoey View Post


    It really appears as if the writer did not realize she was working with two different data sets...



    Quote:
    Originally Posted by fpsanders View Post


    Well, Apple's increase was still more than the average... so I guess that is good, but this:







    still sounds a bit silly.



    You guys are right. The opening paragraph merged two incompatible data sets. I've corrected it.



    Sorry,



    K
  • Reply 10 of 23
    stevek9stevek9 Posts: 5member
    Would be nice to see a chart like this with revenue, rather than units sold.
  • Reply 11 of 23
    restalotrestalot Posts: 77member
    Analysts are dumb...



    The fundamental reason that Q4 quarterly sales are higher than Q1 quarterly sales is... wait for it... Christmas! Yep, turns out people buy more in Dec for that little event...



    These same "experts" were also surprised that Oct sales were lower than Sept missing a little thing called back to school... duh.
  • Reply 12 of 23
    bageljoeybageljoey Posts: 2,004member
    Quote:
    Originally Posted by Restalot View Post


    Analysts are dumb...



    The fundamental reason that Q4 quarterly sales are higher than Q1 quarterly sales is... wait for it... Christmas! Yep, turns out people buy more in Dec for that little event...



    These same "experts" were also surprised that Oct sales were lower than Sept missing a little thing called back to school... duh.



    I think everybody gets that. The point was that Apple, Dell and Toshiba bucked this normal and expected trend to sell MORE in Q1 than in the previous Q4 (despite the overall 6% decline). This is certainly something to note.
  • Reply 13 of 23
    bageljoeybageljoey Posts: 2,004member
    Quote:
    Originally Posted by SteveK9 View Post


    Would be nice to see a chart like this with revenue, rather than units sold.



    ...Or, if you really want to make Apple look good, they could chart it by profit from computer sales!
  • Reply 14 of 23
    bclapperbclapper Posts: 237member
    Quote:
    Originally Posted by AppleInsider View Post


    Meanwhile, DisplaySearch said the most popular panel size and resolution continues to be 15.4" 1280 × 800, which accounted for almost 50 percent of all notebook PCs shipped in the quarter



    And yet there is no 15" MacBook



    C'Mon - I want a 15" BlackBook Steve
  • Reply 15 of 23
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by AppleInsider


    Meanwhile, DisplaySearch said the most popular panel size and resolution continues to be 15.4" 1280 × 800, which accounted for almost 50 percent of all notebook PCs shipped in the quarter.



    Quote:
    Originally Posted by bclapper View Post


    And yet there is no 15" MacBook





    Yup. I've been saying this since... oh, I dunno... forever. Check my sig.



    Maybe someday Steve will figure out that it's a not such a great idea to try to force ppl up to an MB Pro and a $2000 price point just to get the most popular/standard screen size (yah, we know... there are other bennies to the MB Pro... but what if you just want the decent-sized screen?). This something that's probably turned off more than a few potential switchers, and makes not a few of even the Apple faithful unhappy.



    Unfortunately, I don't think they'll do it (15" MacBook) until it's about two years past stunningly obvious... prolly right around the time that 17" has become the standard size.



    Also, looking at the sales chart in the article, I had been more than half expecting Apple's worldwide Y-over-Y notebook sales increases to leave the PC notebook makers in the dust. But they're not, quite... Asus' and Lenovo's notebook sales are growing about as fast as Apple's, and even ginormous HP and Dell are making big gains. Even with the Vista albatross 'round their necks? Ugh.



    So maybe Apple is leaving too many sales on the table in the name of margins uber alles? Bears watching.



    Apologistas, paint it how you will, but a 15" MacBook is overdue. \



    Wouldn't want 13.3" to go away completely (some ppl like it, though obviously not the majority, as DisplaySearch confirms above), but seems obvious that a lot of ppl would want the option of 15" in the MB line.





    .
  • Reply 16 of 23
    matt_smatt_s Posts: 300member
    Quote:
    Originally Posted by TBaggins View Post


    Yup. I've been saying this since... oh, I dunno... forever. Check my sig.



    My dream laptop would be the MacBook Trail:



    ? 12" LED-lit LCD with MacBook style hinge

    ? External, optional DVD player/recorder

    ? 250 Gig HDD - option of solid state 250 GB SATA drive when Samsung starts shipping

    ? High impact, lightweight non-glare plastic case for superior WiFi broadcast and reception. Stop blocking the WiFi signal with metal! Even a retro look back to the 165 or 180 texture/color would be welcomed - anything different than metal, which Apple has been shipping now for almost 7 years.

    ? 2 USB 2.0, 1 1394a, 1 mini-DVI, 1-10/100/1G Ethernet, 1 headphone, 1 external speaker ports, 1 security port (obviously, power port required)

    ? A combo slot accommodating both CF & SD memory cards

    ? Easily replaceable HDD & RAM, just like the MacBook design

    ? Easily swappable battery & 2 battery bays

    ? Two-button grown-up hardware mouse (it should not take two hands to do in OS X what it takes one finger to do in Windows)

    ? Camera & Mic built in

    ? Optional graphics upgrade



    Small footprint & light weight are the design goals - instead of worrying about the thickness, worry more about the length x width + height. Nobody's really had to worry about thickness since around 1996, when laptops were 3-1/2" to 4" thick. This all changed awhile ago. The MBA attacks a non-issue.



    I agree that there should be a 15" MacBook. The 13" platform is goofy - it's nowhere as nice as the 15 but for travelers, it still gets interfered with by the seat back tray. So, it's the worst of both worlds.



    There should be a 15" & a 12" MacBook - the 15" would be the full featured MB unit - still a step down from the 15" MB Pro - and the 12" unit would be the MacBook Trail, made for the uber traveler... who needs full featured IO, long battery up time and extra storage in a small footprint, lightweight travel companion.
  • Reply 17 of 23
    piotpiot Posts: 1,346member
    Quote:
    Originally Posted by TBaggins View Post


    Also, looking at the sales chart in the article, I had been more than half expecting Apple's worldwide Y-over-Y notebook sales increases to leave the PC notebook makers in the dust.



    Wouldn't want 13.3" to go away completely (some ppl like it, though obviously not the majority, as DisplaySearch confirms above),



    Apple may not be leaving the others "in the dust" but their sales are still growing at nearly twice the rate of 'the rest' of the manufacturers.



    Of course DisplaySearch confirms that 15" screens are the most popular. They are the cheapest!



    As an example take a look at HP's site (where they conveniently group by screen size). Their 15" screen notebook range is the cheapest of all. They are all cheaper than the MacBook, share the same screen res, slower processors etc.



    Interesting to note that Sony seems to be growing the slowest.
  • Reply 18 of 23
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by piot View Post


    Apple may not be leaving the others "in the dust" but their sales are still growing at nearly twice the rate of 'the rest' of the manufacturers.



    Meh. In a market where Vista is bombing so hard, Asus and Lenovo probably shouldn't be growing as fast as Apple. Sorry-old-Dell shouldn't be within shouting distance of Apple's growth either. Let's face it, Apple's a wee bit too much in love with their high margins. I think it could end up being a bit dangerous actually, considering that the US is entering or already in a recession, and Apple is pretty US-centric in its sales profile. \





    Quote:

    Of course DisplaySearch confirms that 15" screens are the most popular. They are the cheapest!



    Awesome! So slap one in a MacBook and call it a day!





    .
  • Reply 19 of 23
    piotpiot Posts: 1,346member
    Quote:
    Originally Posted by TBaggins View Post


    Meh. In a market where Vista is bombing so hard, Asus and Lenovo probably shouldn't be growing as fast as Apple.



    Vista, XP or whatever is irrelevant. The whole PC market is not going to stumble just because Vista is perceived as a dog. People who need computers are still going to buy them.



    Quote:

    (re 15" most popular)Awesome! So slap one in a MacBook and call it a day!



    You missed the point! People are buying because of the price, not the screen size. If the cheapest PC laptops were all 13" screens ... then 50% of folk would probably be buying them.



    Look TB, I have no argument that there may be a gap in Apple's notebook line up. Just like there is the 'xMac' gap in the desktops. However I get tired of people complaining that Apple obviously doesn't know what they are doing and they are continuously "shooting themselves in the foot". Especially when the figures prove completely the opposite.
  • Reply 20 of 23
    tbagginstbaggins Posts: 2,306member
    Quote:
    Originally Posted by piot View Post


    Vista, XP or whatever is irrelevant. The whole PC market is not going to stumble just because Vista is perceived as a dog. People who need computers are still going to buy them.





    'Irrelevant'? You must be missing a lot of Apple's ads and marketing strategy, then. They really hammer home what a dog Vista is every chance they get (rightly so).











    Quote:

    You missed the point! People are buying because of the price, not the screen size. If the cheapest PC laptops were all 13" screens ... then 50% of folk would probably be buying them.





    Chicken and the egg... is 15" popular because it's cheap, or is it cheap because it's popular?





    Quote:

    Look TB, I have no argument that there may be a gap in Apple's notebook line up. Just like there is the 'xMac' gap in the desktops.





    Cool, 'cuz there sure is a gap in both places. \





    Quote:

    However I get tired of people complaining that Apple obviously doesn't know what they are doing and they are continuously "shooting themselves in the foot". Especially when the figures prove completely the opposite.





    The problem is that "success covers a great many flaws". Yep, Apple's doing well right now, and I'm very happy that they are. But that doesn't mean they can't do even better.



    Apple's growth is good now... imagine what it'd be if they 1) plugged a couple of the most obvious holes in their product line-up, and 2) got even moderately more aggressive on pricing/margins? They'd leave all the PC makers in the dust growth-wise, not just some as it is now.



    But, of course, the second you suggest such a course of action, you get accused of 1) wanting Apple to become Dell, i.e. 'all things to all people', and 2) of wanting Apple to become eMachines. Even though both accusations are of course ridiculous exaggerations, and even though these really aren't black or white 'either or' types of decisions. Apple won't become Dell if they make a 15" MacBook or a mid-tower, and they won't become eMachines if they hit a few pricepoints.



    Whatev. Apple has mousy worldwide marketshare, even with the recent growth. Changing that in a major way will require bold action, not niche products, excessive margin-love, and silly rationalizations.



    I think Steve eventually will get more aggressive (sometime after the iPhone has settled in worldwide), but it's going to take a loooong time. As always, he's much more comfortable with the market moving towards him than the other way 'round.





    .
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