“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.
I’m personally going to purchase a new macpro before an ipad.
Work then fun.
Of course the iPad is not cannibalizing Mac sales. Steve Jobs is smarter than the iPad wannabes about to flood the market. The iPad is mainly positioned to consume content not produce (although it can do that too). You start adding a front facing camera, USB ports, Flash support and you have a damn Macbook. Some of these idiots want to add a phone to their slates (Dell already has)? Stupid. There’s an iPhone for that. Steve Jobs is in complete control and he can only sit back and laugh as the competition scrambles to out “spec” the iPad. People buy Apple products for the complete experience not for specs on a sheet of paper (i.e., Android lover).
Personally I’m waiting for the next gen Mac Book Pro that takes and adds on new paradigms like USB 3, SSD as standard, touch screen perhaps, lotso RAM, faster single or dual quad processors (yeah I know that’ll eat up battery life), and other unforeseen technologies only Apple can deliver. Maybe in 2011 if I’m lucky. Until then, my 2005 dual 2.7 G5, 2007 Mac Pro 8 proc 3Ghz, 2009 iMac, and old 2004 Powerbook will have to do! Oh yeah and two iPods and fully equipped iPad!
Only think more revolutionary than the iPad is MDN’s hysteria over the relatively useless gadget.
Hmmm …
“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).”
Perhaps I’m mistaken … isn’t the current sales number close to, or surpassing, that “4 million” number suggested? Will nobody get one for Christmas?
Revolutionary = non-think Troll
It’s not hurting Mac sales because it’s such a small percentage of the pc market. If the mac was a mature part of the market it might.
Then again, it has enough good positive attributes that it almost takes it out of the p.c. realm to create it’s own niche and category.
The iPad is what’s making me want to get a Mac for my next computer! The fact that I have to take out a second mortgage to get one the one I want is the only thing stopping me.
I plan on buying an iMac as my main computer and having an iPad as my on the go computer. It’s much better then carrying a laptop every where and it does everything I need.
I’ve been waiting for years for the G5 Powerbook.
Sometimes it’s better to buy good enough and sell it on the internet, when better than last year is released.
Just sayin’.
Who the fuck cares???
13″ MacBook Pro
Mac Mini Server
iPad 64 3g
Delivery at 3:00 tomorrow!
Not sure if the original article was edited afterwards, but from MDN’s article above: “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).
And if you check the original article: “Meanwhile, we expect Apple to sell around 10 million iPads in all of 2010.”