Apple Mac primed for market share gains as consumer portable market grows

“Research firm IDC recently released forecasts for the notebook market by form factor and end market. In a note to clients, Bear Sterns analysts Andrew J. Neff, Bill Hand, and Ted Chung commented on the results and implications for the major players in this market,” The Consumer Electronics Stock Blog reports.

Bear Sterns analysts’ list of factors:
• Notebooks should eclipse desktops in mature markets: Notebook shipments are expected to exceed desktops in several mature markets (US, Western Europe) by late 2007 or early 2008
• Consumer market accelerating notebook growth. The mix of notebook shipments in consumer eclipsed that of corporate for the first time in 2005, with the gap expected to increase over time to nearly a 50/50 desktop/notebook split in 2010 for consumer as compared to only a 57/43 desktop/notebook split for corporate. Overall, IDC forecasts a 20% CAGR (from 2005-2010) for consumer notebooks versus 15% for corporate, which is particularly positive for Hewlett-Packard given its higher-margin consumer/retail notebook business and, to a lesser extent, Apple and Gateway.

MacDailyNews Note: It is unclear if Boot Camp was factored into this expectation. After all, who in their right mind would buy an ugly Windows-only HP, Gateway, or any other OS-limited laptop when only an Apple MacBook or MacBook Pro can run both Mac OS X and Windows (and Linux, too, of course)? This presupposes, of course, that Apple Mac’s ability to run both major OSes gets out to and is understood by the average consumer. Why might Apple bother to do such a thing as Boot Camp and then not publicize it when it’s out of Beta? We’ll explain that one after someone tells us why Apple bothered to make the world’s most advanced operating system and has not publicized that fact for the past five years.

Bear Sterns analysts’ list of factors continues:
• Growth driven by emerging notebook sub-categories: for example, equipped with screens above 17” and marketed as desktop replacements.
• Enabling technologies underpin notebook growth: multicore processors, increasing connectivity capabilities, etc.

More details in the full article here.

Advertisements:
Apple’s brand new iPod Hi-Fi speaker system. Home stereo. Reinvented. Available now for $349 with free shipping.
Apple’s new Mac mini. Intel Core, up to 4 times faster. Starting at just $599. Free shipping.
MacBook Pro. The first Mac notebook built upon Intel Core Duo with iLife ’06, Front Row and built-in iSight. Starting at $1999. Free shipping.
iMac. Twice as amazing — Intel Core Duo, iLife ’06, Front Row media experience, Apple Remote, built-in iSight. Starting at $1299. Free shipping.
iPod Radio Remote. Listen to FM radio on your iPod and control everything with a convenient wired remote. Just $49.
iPod. 15,000 songs. 25,000 photos. 150 hours of video. The new iPod. 30GB and 60GB models start at just $299. Free shipping.
Connect iPod to your television set with the iPod AV Cable. Just $19.

Related articles:
RUMOR: New Apple MacBook to come in colors – April 12, 2006
iBooks to be rebranded ‘MacBook’ upon release as soon as this month – April 11, 2006
Dude, you got a Dell? What are you, stupid? Only Apple Macs run both Mac OS X and Windows! – April 05, 2006
Report: Apple 13.3-inch widescreen Intel-based ‘iBooks’ due in June – April 04, 2006
Apple trademark filing suggests ‘iBook’ to be rebranded ‘MacBook’ – March 06, 2006
Analyst: Apple to unveil Intel-based iBooks, ‘real’ video iPod at special event in April – February 09, 2006
Report: more Apple MacBook Pro models coming, iBook may be re-branded ‘MacBook’ – January 12, 2006
RUMOR: Apple iBook to become ‘MacBook’ while ‘MacBook Pro’ will offer more screen size choices soon – January 11, 2006

31 Comments

  1. MDN: “We’ll explain that one after someone tells us why Apple bothered to make the world’s most advanced operating system and has not publicized that fact for the past five years.”

    It has – it´s called an Apple Store.
    Go in and test OSX for yourself. Lots of Windows owners do, you can, too.

  2. “Why would Apple bother to do such a thing as Boot Camp and not publicize it?”

    To build on Bob’s answer, Apple has already gotten a bunch of FREE coverage from newspapers. Why spend when you can get it for free? Sound like a better deal for Apple, doesn’t it?

  3. While the Apple store is a great place to see os X not everyone has one close by. People who live in major metropolitan areas have easy access to an Apple store but those in more rural areas may have to travel several hours to get to one (or even a Comp USA). The Apple store doesn’t reach everyone.

  4. Windows is advertised all the time on my TV. Presumably it shows up on other TV’s also. Why is that the only Apple ads I see, show people thrashing about with white buds growing out of the side of their heads?

    Never anything educated or intelligent. AAARRRGHHHHH!!!

  5. Boot Camp would not be advertised until it is released. Apple has to be able to backup a product that is released. And, beta software is not something that you advertise.

    I expect that boot camp will be shown at the Apple Developer Conference.

  6. Also, its very hard to show OS X in an advertisement. Many people think a window is a window.

    I could see advertising iLife as something that changes your life, but the Expose capability is NOT a capability because it looks cool.

  7. Why would Apple bother to do such a thing as Boot Camp and not publicize it?

    My guess is because it’s in beta and still waiting for a few key drivers (like iSight). We’ll probably hear a lot about Leopard and its dual-boot or virtualization ability. At least I hope so.

    MW: COURT. What’s apple in COURT for today?

  8. Also keep in mind that Dell pretty much has to heavily advertise, since they don’t sell in retail stores. That’s no excuse for Apple’s lack of advertising for the Mac, though.

    Here’s to hoping that Apple will finally do a REAL “Switcher” ad blitz, since now the only thing Windows users have to switch now is the hardware!

  9. Stop…Apple is doing great. They currently do not need to advertise because they are doing a good job selling everything they have.

    Imagine if demand went up 25% or 50% (marketshare increase from 4% to either 5% or 6%) where would Apple frond the manufacturing capacity? Apple’s having a tough time meeting demand for the MacBook Pro already.

    MW: “slowly” …how Apple is building its marketshare.

  10. “who in their right mind would buy an ugly Windows-only HP, Gateway, or any other OS-limited laptop when only an Apple MacBook or MacBook Pro can run both Mac OS X and Windows (and Linux, too, of course)?”

    Who? Those that already don’t care about Macs or OSX or Linux. Those that believe Windows to be superior. Even at the same retail price, Macs cost more as a Windows machine– XP Pro off the shelf costs $300! The difference in prices, if someone is looking for “a laptop” can be signifcant. The question is: will someone looking for a Windows laptop, first and foremost, spend the extra cash to experiment with Apple hardware and OSX?

    Some will, most won’t.

Reader Feedback

This site uses Akismet to reduce spam. Learn how your comment data is processed.