“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.
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Well the new designer Mac laptops are stunning, and they will run OSX Leopard AND Vista…
No they won’t run Vista well because it requires DirectX, a proprietory Microsoft graphics card format. Open GL used by Macs will run on top of it, but at much slower speed, much like Virtual PC is today on PPC hardware.
war, have you checked American demographics lately? The overwhelming majority of Americans live in urban areas. Apple Stores are probably within reach of a large majority of the population.
When will people realise the truth… Windowz Appologists make excuses like “I can build a box for 300.00, and Macs are too expensive”… these are the same people who refuse to pay 50,000.00 for a Mercedes when a 500.00 Yugo will do them just fine. While I agree that Macs are a little more expensive, they are more functional, so if you follow my train of thought you can see that , Yeah a Yugo is functional “enough” however; it doesn’t let you enjoy a great sound system, air-conditioning and cruise control not to mention the safety “features” included. So I say, go ahead and cruise around in your Yugo but when your ready to have some of the more premium “features” of a Modern OS you are more than welcome to show up at an APPLE store near you…
I think MS Users enjoy the challenge of setting up and maintaining an OS, but don’t like viruses and spyware, trojans and spam email with the latter attached. So when they are ready to stop fighting the OS and want to start enjoying it they will come. Apple doesn’t want 40-50% of MS to defect at once. Like others have said they don’t have the “capacity” to do it right. They may be ramping up though with the out-sourcing of all the hardware lately that may signal a change in attitude towards meeting demand… I say let them come when they are ready… stop preaching and wait….that’s my take…
MDN: leaders as in Steve Jobs and APPLE as leaders, MS and Gates as a followers
Jooop, what the hell are you talking about? If Windows is loaded on a Mac, that Mac can use any “proprietary Microsoft format”!
Do not believe what anal-ists say
Why does every story about marketshare have to turn into a major whine about Apple’s lack of Mac/OSX advertising? Are you all marketing wizards? Advertising experts? Advertising isn’t always effective in getting your product sold, sometimes it’s a total failure. Considering where Apple was when SJ returned and where they are now, I’d say they’re doing fine without all your advice.
But hey, if you really think you’ve got the ad campaign that’s going to put Apple in the 50% marketshare world, get your market research together, comp-up your campaign, and make your pitch to Apple. That’s the way the big boys and girls do it.
MDN word=get, as in get over it already with this advertising whine.