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Apple leapfrogs HP in mobile PC

Posted: 23 Aug 2011 ?? ?Print Version ?Bookmark and Share

Keywords:mobile PC? tablet shipments? notebook PC?

In the second quarter of 2011, Apple Inc. shipped over 13.5 million mobile PCs, with 136 percent YoY shipment growth. Apple now reigns in the mobile PC market, taking the top position from Hewlett-Packard Co. (HP), according to market analyst DisplaySearch.

Based on DisplaySearch's quarterly mobile PC shipment and forecast report, nearly 80 percent of Apple's mobile PC shipments were iPads, which reached over 10.7 million units, garnering 107 percent YoY growth. Apple's total shipments (notebooks and tablet PCs) were 3.9 million more than HP's 9.7 million units for the quarter.

Mobile PC shipments ranking

From a category perspective, tablet PCs continue to be the engine of growth for the mobile PC industry. Tablet PC shipments were up nearly 70 percent QoQ and o over 400 percent YoY with nearly 16.4�million units shipped in 2Q11.

However, notebook PC shipments were down 2 percent�QoQ, but up 2 percent�YoY with nearly 48�million units shipped in 2Q11. A consumer notebook PC adoption slowdown continues to hold back the industry following a 2 percent�Y/Y drop in shipments in 1Q11. Worldwide mobile PC shipments (including notebook and tablet PCs) reached 64.4�million in 2Q11, up 10 percent�QoQ and 28 percent YoY.

Among the top five players, Acer experienced the largest decline in shipment growth. Acer's shipment growth declined in 2Q11, falling 4 percent QoQ and 12 percent YoY.

In the notebook PC category, Samsung and Dell had the fastest shipment growth, up 44 percent and 33 percent YoY, respectively. Dell was also up QoQ with 27 percent shipment growth, as it continues to take advantage of a rebound in commercial market PC shipments. Samsung's shipments fell 16 percent QoQ as it was unable to build off of strong shipment results in EMEA and China. Still Samsung was able to top 1Q11 shipment levels in North America and Asia Pacific.

"Preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline," said Richard Shim, senior analyst at DisplaySearch. "While part of the YoY 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," he noted.

Tablet PC shipment results show that even after removing Apple from growth rate calculations, worldwide YoY tablet PC shipment growth reached 25 percent, and shipments of non-Apple tablets reached over 5.6�million units for the quarter.





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