Report: All major notebook vendors, except Apple, significantly reduced notebook orders in July

Apple Online Store“Due to a strong nosedive in global consumer notebook demand, all the first-tier notebook vendors except Apple, reduced their notebook orders significantly in July” Joseph Tsai reports for DigiTimes.

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“Hewlett-Packard’s (HP’s) volume [dropped] back to the levels of April and May, a monthly low for HP in 2010,” Tsai reports. “Acer also saw its shipments drop to less than two million units, the company’s lowest monthly volume in 2010, according Digitimes Research senior analyst Joanne Chien.”

Full article here.

MacDailyNews Take: Have mass market consumers finally figured out that you get what you pay for and that sticker price is not the same as total cost of ownership?

[Attribution: Electronista. Thanks to MacDailyNews Reader “Arline M.” for the heads up.]

13 Comments

  1. And Apple can’t make their Mac and iOS products and devices fast enough. They can’t keep up and all the countries are not in play yet.

    How about that. Surprise!

  2. MDN: “you get what you pay for and that sticker price is not the same as total cost of ownership?”

    Which statement leads to why Microsoft is likely to start seeing a drop off in OS/MSO sales as their business sunsets.

    Ten years ago or more Warren Buffett noted he did not invest in Microsoft, even though he was/is a friend of Bill Gates because (to paraphrase) ‘I don’t invest in software business I don’t understand’, meaning he can’t see an indefinite income stream from Microsoft.

    One long day back, Hollerith Punch Cards, Fortran and CPM were ‘big’ as was later the ‘360’. All things end as change takes place.

    Apple has specialized in the last ten years making things happen much MUCH faster, with much higher quality with many thousands of engineers and not just a handful cranking out a design every year or three.

    The old days of building ‘biege boxes’, ‘white boxes’ and ‘black laptops’ from old stock parts is darned near over.

    $500 is now the consumer price for top quality web and content access, and the mass market is thus better for it as the market expands.

    And for those of us who need 3D, finite element analysis and such, Apple has earned our trust.

  3. breeze, the tables turned all the way when the iPad came out. They saw the tables start to turn when the iPhone and A4 chip came out. When I was at the 8/28/2010 rally in Washington DC, almost all I saw was iPhones or iPod touch devices around me. Maybe 75% to 85% of the hand held devices. I have been told by a freshman last year that the MacBook had 75% or more of the campus market. Should be more this year and if they ever can get a job, they will bring their Macs with them to work.

  4. I think the tipping point might be now.

    Then again, it might not.

    Seriously though, in my microscopic corner of the universe, I’ve suddenly seen family, friends and associates suddenly buy Apple products, who in the past would have never ever considered Apple products–iPhones, iPads and MacBooks, not just an iPod here or there.

  5. Sometimes people need a few crappy laptops to use as stepping stones to get to Apple’s walled garden of paradise, where the products just work, and the experience is positively great, and later if you wanted to upgrade your Apple product, it is actually worth a good chunk of change because they are quality products that still work like the day you bought them and they are easy to sell.

  6. Converted yet another starving (grad) student friend to Mac a few weeks ago. She’s now the proud owner of a new Macbook (white). The steep discount offered by the store, almost 20%, definitely helped a LOT ” width=”19″ height=”19″ alt=”grin” style=”border:0;” />

    * $100 for recycling an old PC, which I happened to have laying around; and they beat Apple’s $50 edu discount by taking $100 off when we passed on the bundled MS Office suite. Schweet!!

  7. @Jersey-Trader

    “I have been told by a freshman last year that the MacBook had 75% or more of the campus market. Should be more this year and if they ever can get a job, they will bring their Macs with them to work.”

    This where almost a decade of the iPod is starting to have real impact. Think of all the iPod toting kids, who are now enamored of Apple products and see Windows as grandad’s computer, like a Buick or a Model-T.

    Now that they’re spending THEIR OWN MONEY, making the own choice it’s a different story entirely. Macs are entering the workplace from BELOW, from the users.

    iOS devices are the Special-Ops, softening the target.
    Macs are the Stryker assault! (my cousin commanded a Stryker group in Iraq)

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