Acer, HP, Lenovo PC sales may have ‘fallen off a cliff’ in July

Apple Store“Computer shipments have suddenly ‘fallen off a cliff’ in the past month, JP Morgan analyst Christopher Danely said in a new research note,” Electronista reports.

“Checking with Taiwan suppliers, he understood that Acer, HP and Lenovo have all cut their orders for notebooks, chips or both as of July,” Electronista reports. “Other companies weren’t named, but [the trio’s] positions in the top five PC builders points to others being affected as well.”

Electronista reports, “Shrinking orders across multiple companies could be signs of a somewhat unexpected contraction of the overall computer business. Whether it will affect the wider market isn’t as clear. Companies that focus on high-end computers, such as Apple, have continued growing computer sales at above the average industry rate, even at the height of the world economic slump when some lower-cost rivals were scaling back.”

Read more in the full article here.

MacDailyNews Take: Tipping point?

[Thanks to MacDailyNews Reader “jax44” for the heads up.]

36 Comments

  1. I don’t think Apple is hitting anywhere near the sales potential of the iPad yet. Imho it’s still fairly expensive – apple can get more competitive than they currently are on price. They just have no need to at the moment as there is no competitor in sight, and they can pretty much sell all they can make make. Apple could also further compete with lower end models like the rumoured 7″ version – I’d go for a 7″ one. This would be more like the iPod/iPod nano twin attack on different price points which has been so effective in MP3 player space.

    With lower priced iPads, a bigger range, then watch sales of low end laptops/netbooks really nosedive.

  2. > Companies that focus on high-end computers, such as Apple, have continued growing computer sales at above the average industry rate…

    “Such as Apple”? What other example is there?

    That line might as well say, “Companies that do not rely on Microsoft have continued growing computer sales at above the average industry rate…” It’s easy to “beat the average” when the average is basically set by Windows PC makers, and Apple is the only player with a uniquely desirable offering.

    Interesting that “the cliff” came just as iPad was ramping up production and sales.

  3. Yes I have heard of an iMac, I own a 17″, a 24″, and a 27″, I can build a pc that gets 4 times the framerate (wich is important if u want to play at a native resolution) for the same price!!

    I don’t care if a mobile gpu is good enough for the majority, it’s not good enough for everything!

    And what does apple offer me a Mac pro with an upgraded video card is gonna be $2500-$3000 and STILL not match the framerate of my $1500 gaming rig

    Sorry, you can’t proovemewrong here it’s impossible

  4. @ Tt

    But the fact remains… Most gamers play on consoles. The “gaming rig” market isn’t all that big. Not that consoles are better, but they are a lot cheaper than $1,500, so by your own logic, they’re better than PCs.

  5. “Yes I have heard of an iMac, I own a 17″, a 24″, and a 27″, I can build a pc that gets 4 times the framerate (wich is important if u want to play at a native resolution) for the same price!!”

    So let me get this straight, you have bought 3 iMacs, but still complain that you can build a better PC yourself? So why not sell the 3 iMacs, build your Franken-PC and use your profit to get laid?

    Methinks I smell a troll…

  6. “Companies that focus on high-end computers, such as Apple, have continued growing computer sales at above the average industry rate. . . .”

    What companies other than Apple?

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