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Forumer storico
October 2010
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The iPad has already cut into U.S. notebook sales, according to a report from Morgan Stanley tech analyst Katy Huberty. In January, when the iPad was announced, notebook sales grew by 29% compared to the same period the year before. By July, sales rose by only 2%. Accordingly, Huberty lowered her forecasts for global growth in PCs, projecting notebook sales to increase 17% this year (down from her previous estimate of 20%) and 12% in 2011. Desktop sales will be downright anemic, eking out only 3% growth next year.
Some observers believe it's too early to declare the iPad a PC slayer. "There is very little hard evidence that the iPad is killing notebook sales, and to say so represents the height of hysteria and speculation," wrote Stephen Baker, an analyst at research firm NPD Group, on the company's blog in September. He blamed sagging notebook sales growth on other factors, such as the lack of pricing deals from vendors. However, it's important to remember the iPad is a new product, and a slew of tablets will be released next year. Analysts expect consumers may put off upgrading laptops and buy tablets instead. Households that used to have shared family desktops and laptops for the kids could replace those laptops with tablets. Already, one study of American iPad owners found nearly half use it as their primary computing device.
All of this means that growth in PC sales will slow. "The role of the personal computer is diminished," says Mark Margevicius, a research director at Gartner. That, in turn, means growth for companies such as Intel, Dell, HP and Microsoft will stall, unless they figure out ways to profit from the new computing wave.
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Death of the PC | Technology | Trends | Canadian Business Online
...
The iPad has already cut into U.S. notebook sales, according to a report from Morgan Stanley tech analyst Katy Huberty. In January, when the iPad was announced, notebook sales grew by 29% compared to the same period the year before. By July, sales rose by only 2%. Accordingly, Huberty lowered her forecasts for global growth in PCs, projecting notebook sales to increase 17% this year (down from her previous estimate of 20%) and 12% in 2011. Desktop sales will be downright anemic, eking out only 3% growth next year.
Some observers believe it's too early to declare the iPad a PC slayer. "There is very little hard evidence that the iPad is killing notebook sales, and to say so represents the height of hysteria and speculation," wrote Stephen Baker, an analyst at research firm NPD Group, on the company's blog in September. He blamed sagging notebook sales growth on other factors, such as the lack of pricing deals from vendors. However, it's important to remember the iPad is a new product, and a slew of tablets will be released next year. Analysts expect consumers may put off upgrading laptops and buy tablets instead. Households that used to have shared family desktops and laptops for the kids could replace those laptops with tablets. Already, one study of American iPad owners found nearly half use it as their primary computing device.
All of this means that growth in PC sales will slow. "The role of the personal computer is diminished," says Mark Margevicius, a research director at Gartner. That, in turn, means growth for companies such as Intel, Dell, HP and Microsoft will stall, unless they figure out ways to profit from the new computing wave.
....
Death of the PC | Technology | Trends | Canadian Business Online
