“So far, Apple’s popular iPad tablet does not appear to be cannibalizing the company’s PC sales. Apple recently announced that its share of the PC market hit 4.19% in the second quarter of 2010, up from 3.49% in the first quarter. Apple competes with other PC manufacturers like Dell and HP,” Trefis writes for Seeking Alpha.
“Apple’s PC share gains came despite the April 3 launch of the iPad tablet computer,” Trefis writes. “Considering Apple’s robust PC market performance, it does not appear that many consumers are choosing iPads over Apple Macintosh notebook or desktop PCs. We believe this could be due to the halo effect that the ballyhooed iPad launch created around all Apple products, including Macs.”
“It remains to be seen whether iPad will become a cannibalistic threat to the Mac in the long term,” Trefis writes. “Apple sold 3.47 million Macs in the second quarter of 2010, which is 18% more than the 2.94 million Macs sold in the first quarter. Worldwide PC shipments totalled 82.87 million in Q2 of 2010, down from 84.37 million in Q1, according to Gartner, a tech market research firm. Meanwhile, we expect Apple to sell around 4 million iPads in all of 2010.”
MacDailyNews Take: Idiocy. Far too low; that’s not half as many iPads as Apple will sell this year (maybe not even a third).
Trefis writes, “Although the iPad may well be boosting Mac sales in the short term by stimulating consumer interest in all things Apple, we can’t say whether this happy trend has long-term legs. In the past, the iPod has exerted a similar halo effect on Mac sales. On the other hand, the iPhone cannibalized a significant portion of iPod sales.”
MacDailyNews Take: No, iiPhone most certainly did not. Newsflash: Every iPhone contains an iPod. Just because Trefis doesn’t recognize that fact and measure accordingly, doesn’t mean that they should claim cannibalization. The fact is: iPod sales are increasing rapidly – unless you fail to account for every iPod built into every iPhone and iPad.
Full article here.
MacDailyNews Take: Obviously, Trefis’ core competency is creating interactive Flash graphs (hint: you might want to start exploring HTML5, Trefis). It’s when they attempt to go beyond that with “analysis” that they quickly get themselves in trouble. Laughably low unit iPad shipment estimates and incorrect assumptions do not bolster your credibility, Trefis, they greatly diminish it.