“According to UBS analyst Maynard Um, the iPad is having a negative impact on the entire PC industry,” Paczkowski reports. “‘Sales of traditional notebooks appear to be feeling pressure from the iPad, causing a scramble by vendors to launch iPad-like tablets,’ Um wrote in a note to clients.
Paczkowski reports, “He expects iPad unit shipments for calendar 2011 to be 28 million, a number Um says ‘could still be conservative.'”
Full article here.
MacDailyNews Take: The worm has turned. And, Microsoft, thou hath been neutered. First by iPod, then by iPhone, and now by iPad. Mac OS X-based iOS is the Redpill, bitch. Windows is destined to become a skidmark on the pages of the history of computing. Meanwhile, Apple keeps racking up record Mac sales quarter after quarter after quarter. Ain’t life grand?!
Just yesterday I saw an iPad devouring a Toshiba netbook. Gruesome sight. Picked his teeth with the track(clit) ball afterwards and belched up a SIM card.
Oh yeah baby. Makes you feel good.
My parents were in town over the weekend. Visiting from cross country. They packed one of their windows laptops, and never used it. Both of them were using our iPads instead. I don’t think I talked them into replacing their laptops anytime soon (my dad is cheap), but they certainly liked them and were amazed at the battery life. It may take a while, but the tide is definitely turning.
@Cubert:
Sick….but in a fun kind of way:-)
@Cubert
I LOL’d!! Thanks for the morning chuckle.
Now if only the QWERTY keyboard layout would go away!
uhh
i was under the impression that all the other companies said that ‘No-one will buy tablets. People won’t know what to do with them.”
what happened?
@Cubert
That reminded me of an old Onion piece circa 1999, where a Mac was found beating up PC inside a server room.
Old Onion were fantastic, but yours was succinct and deadpanned to hilarious effect.
Ain’t the “iLife” grand?
Other, better analysts are already over 40M for 2011
Monkey Boy is growing hair
The clunky computer age is giving way to the smart appliance age.
magical.
Is any one shocked that own 1 or 2 of the iPads? What is missing in the thinking is that Apple has a huge market share in the high end computer market. So, iPads and 75% of the college students with MacBooks are taking the low end and Apple Macs at the high end.
So where does the spam and virus infested blue screen of death Microsoft Windows PCs fit in? Do they really not sense the tsunami racing over the Windows world.
There is more good news coming in re Apple vs competitors:
1. All the competitor “tablets” will further cannibalize PC sales, and Windows.
2. 80% of the competitor’s tablets will be embarrassing failures, hurting their brand awareness.
“Ain’t life grand?!” Hopefully that’s the new stock price.
These are the “good old days.”
Given the iPad’s staggering success, the next “glass” will be full to the brim, now that Apple knows it has a high-volume, low-cost winner on its hands. And not just a “winning” (successful) product, but one that has the potential to defeat the PC competition with a strategic end-around.
Previously Apple must have been concerned about the iPad’s cannibalizing its Mac sales, but instead it seems to have blessed the Mac with a halo effect. Again, this reassurance will encourage Apple to throw caution to the winds, go for the jugular, and make version 2 a “killer” product. A Doorbreaker Day is on its way. Apple’s best days lie ahead; what’s happened so far is only a prelude.
Wow a “conservative” 28 million.
Can’t wait for everyone to start including “tablet” numbers in their PC market share numbers.
And the iPad is just now geting visibility on the street…just the beginning.
History will marvel at Apple’s timing to release the iPad…essential for it to take off.
MacDailyNews Take… you always have such a way with words! I couldn’t have said it any better!
@Jersey_Trader: I’ll buy an iPad for every member of my family when Apple releases a second generation iPad with FaceTime support.
Not to pick nits, but technically, iOS is not based on Mac OS X; it is based on OS X, which is the foundation for iOS, AppleTV, as well as Mac OS X (and Mac OS X Server). Normally, I wouldn’t but MDN likes to call out everyone who improperly capitalises iPod touch (lower-case t), so I felt this was necessary.
On the subject at hand, if the entire PC industry is hurting, and the sole cause of that is Apple, then there is a slight possibility that they (i.e. HP, Dell, Toshiba, Acer, Fujitsu, and perhaps even MS) might initiate some common strategy to counter Apple’s growing threat. Individually, none of these companies possesses any quality that would enable them to mount meaningful attack on Apple; however, together, theoretically, they could be fairly massive entity with a lot of might, if only they could figure out how to use it.
Chances are very little, but if at some point a charismatic leader emerged in one of the companies and started rallying support in fight against Apple, it isn’t difficult to see others following, in order to save their businesses.
Indeed, life is grand. I stopped proselytizing Apple years ago because the need is no longer there. The other day I was on a flight and freaking everyone was sporting Macs on the plane. Apple won. Cheers, they deserve it! Here’s to a company that believes in excellence and puts the consumer first. Maybe one day wall street and other companies will wake up to this simple fact as to why Apple is so successful.
Beware, the ipadosaurus!. Taking a byte out of the (meager) competition!.
To continue on thoughts above, this large group of companies would likely have plenty of money to grease Washington. Regardless of which party is in charge, they both just LOVE special interest money and would gladly launch some anti-trust (or any other kind of) investigation into Apple, possibly even squeezing an injunction of some kind (from a friendly judge) which could seriously impact Apple’s ability to innovate and protect their IP.
The problem for the Netbook manufacturers is that they need volume sales to make money. If the iPad is reducing their sales volume then they are in trouble.
I’m surprised that this is having an effect so quickly. Anyone hazard a guess at how many iPads have been sold? Maybe 5MM? Given that the PC market is ~40MM per quarter having Apple take 2-3M from netbook or cheap laptop sales could be significant.
You know Apple didn’t want to enter the low margin PC business. So they looked at what a lot of people do with netbooks and found it was mostly surfing and email. That’s all my wife does with her macbook. They realized they could make a tablet with those functions a lot cheaper than a netbook. Look how it’s taken off. Quite brilliant.
I also need to add to the cheering chorus here, along the lines of G Spank. You walk around Manhattan, with Starbucks stores on (practically) every block. It is becoming more and more difficult to spot a Windows laptop in there; increasing majority of computers show a glowing apple on the back of their display.
When we realise that the global market share of Mac is still in single digits (not even 7%), we realise two things:
1. Enterprise market is one massive segment of computer market;
2. Developing world is one massive segment of computer market
These two account for bulk of those Windows machines, and we shouldn’t forget Point-Of-Sale (spelt out, rather than using an acronym POS, to avoid confusion/redundancy), ATM and other similar kiosk or special purpose terminal installations.
When individuals make their own computing decisions, based on their prior experience with Windows, they will almost always chose a Mac. Those that don’t fall in two categories: people who (think they) can’t afford even $800 for a refurbished MacBook, and those who are simply stuck in their Windows ways and just don’t want to change.
Headline should read “devouring”,no?
Isn’t it that the prolonged (double dip?) recession shifts the market to low end devices particularly for students?
Looks like many people hold on upgrading their machines.
MDN is overexcited and gets carried away thus mispredicts.
Success of iPad is one thing but iPad killing Windows PC is not likely happening in forseable future … If at all. Connection is very slim there.
Just my 2c. Sorry if I’ve hurt your feelings or burst your bubble.
Only a few years ago, we were debating when Apple and Mac would reach the “tipping point”. How many of us predicted it would be the iPhone and iPad which drive us to, and epitomize, that point. Yes, boys and girls, we have reached and passed that tipping point.
Predrag…
I understand your position, but the only problem for anyone wanting to build a case is that Apple has not used a monopoly in one market to illegally create a monopoly in another market.
iPads work with Windows just as they do with Macs. So does iPhone and iPod touch. The fact that people like HP et al can’t build a better user experience doesn’t, can’t and won’t make Apple a candidate for anti-trust unless someone changes the law. And whilst justice may be blind (and more than a little hard of hearing), no judge is that stupid.
MCCFR
I completely agree; I’m just concerned that, since money can corrupt, gobs of money could buy all kinds of government-sanctioned (or government-initiated) action. It took way too long to get government action against MS, precisely because gobs of money made the case against them go away, until it could no longer be swept under the rug. Eventually, when one cabinet was replaced by the next, the final sentence was a slap on the wrist.
I have no doubt, Apple would prevail in any anti-trust case brought against them, but an ongoing litigation against the federal government would most certainly inhibit their ability to pursue the business as effectively as before. These other guys need anything they can get to stay competitive.
This was well said:
“”Besides, the Iphone is like a Model T”-Chris Z
That’s the only thing in your post that you got right. And you got it right for exactly the wrong reason. The Model-T revolutionized car manufacturing, wiped out some 30 competing car makers, made Ford a household name for almost a century and altered the direction of the industrial revolution forever. As unintended as your compliment was, I have to admit that it was spot on.”
Same goes with iPad
The point, she’s been tipped!!
I visited our local Chapters bookstore recently and checked out the extensive magazine section, especially the computer section. Years ago I would have to search all over to find MacWorld, etc. which was usually stuffed way in the back.
Not so these days!! Every single magazine in the premium shelf (front and centre) was a Mac publication, 7 different titles, 4 of which had the iPad on the cover, there were another 8 or 10 in the next top two rows.
The times they are a’changin !!!
Palaver
The conclusion from the headline is not much of a stretch, really. Netbook computers, as a category, have been in existence for no more than two – three years; pretty much since the beginning of the recession. Throughout that recession, these netbooks were the brightest spot in the IT industry (aside from Apple, of course), growing at a very healthy double-digit rate. Then, iPod arrives (four months ago), and suddenly, netbook sales start dropping just like the rest of the PC industry (again, except Apple, of course). Since we had about four months of iPad on the market, we can take a look at sales rates from period before and after the iPad, and it is clear that there has been a slight, but noticeable change right around April. There was no other catalyst event in April that could explain away this change, other than iPad introduction.
This bubble will be rather difficult to burst.
@DogGone
tech.fortune.cnn.com/2010/09/06/apples-ios-pie-chart/
7.2 Million is the estimate
Even staunch PC-shops will be holding off on purchases of NoteBooks until they see what Google and the traditional PC makers have to offer in the mobile space.
The TCO of an iPad must be way less than either a traditional desktop, laptop or notepad. The lack of Office on both Android and iPad will turn into a problem for MS’s stranglehold as corporate uses are tied to Office and Exchange, and the latter is no longer a problem. It ‘Word-compatible’ replaces ‘Word’ on company buying lists then MS becomes an also-ran.
My “laptop usage” for online consumption has dropped 80%.
My iPad (and it’s 10 hour battery) is my goto device for cruising the net.
Sent from my iPad.
… Apple Store yesterday to buy an “old” nano. The sales clerk had an “oopsie” with her touch and had to Log In (she said). I said I didn’t realize they were multi-user and she replied “since 4.0”! Well, the iPad isn’t multi-user. “Wait until November!”
Well, that’s one of my two wishes fulfilled. And I’m not so sure a camera with FaceTime is all that important to me! Must wait, though. V1.0 is just asking for trouble. That’s my story and I’m sticking to it! Yes. Indeed. <want … WANT>
To I was at the…: (funny name, btw)
Your sales clerk more likely had to log into the POS (point-of-sale) application, and not the touch itself. As most current iPod touch (and iPhone) owners with 4.0 can tell you, there is no multi-user support yet, nor has it been announced for 4.1, nor 4.2.
@ Predrag
Not to pick nits, but you didn’t even mention Darwin or Mach. ;P
“Mac OS X-based iOS is the Redpill, bitch.”
Very funny MDN, very funny indeed.
I think Jersey_Trader brings up a great point. Apple always owned the high end computer market and let the others fight amongst themselves at the low end.
The reason? Apple never wanted to compromise on quality.
But now SJ figured out a brilliant solution to capture the low end of the market WITHOUT compromising quality…..the iPad.
Brilliant….just frikken brilliant. Buh-bye cheap-assed PCs.
Eventually Macs and iPads will become so closely related that the prjudice stopping people buying into the Mac eco system will dissipate entirely.
As I said in another post,
Apple is blowing through the “competition” like plasma through tall grass
: )
Windows-PCs are not dead, yet – for a long time.
What will happen, though is that margins for almost everything but servers will come under even more pressure than today.
AAPL already own the 1000+ USD laptop and desktop market – they probably make close to or more profit selling a large iMac/MBP than HP’s average resale price for a PC/laptop.
Manufacturers will probably try to negatiote lower prices for Windoze from MSFT – the hardware is at a point where you simply can not cut down the price (quality) any more.
Traditional PC manufacturers might soon find themselves in a shrinking market, where market share and even volume can only be gained by taking it from a competitor (currently, shipments still rise absolutely).
Not a pretty outlook.
IBM saw the writing on the wall and let go that business before it turned into a millstone around their neck.
@ hardmanb
This is so true
“There is more good news coming in re Apple vs competitors:
1. All the competitor “tablets” will further cannibalize PC sales, and Windows.
2. 80% of the competitor’s tablets will be embarrassing failures, hurting their brand awareness.”
and they must know it.
Isn’t this actually a positive impact on the pc market?
Also apple can not be cannibalizing the pc market, as the are by no means the same species
Don’t let go of the Mac “desktop.” There’s plenty of heavy lifting that to do that I’m not going to waste my time doing on a windoze box.
Apple proves you CAN have the cake and eat it too. On one hand, iPad is “cannibalizing” sales of Windows PCs (“cannibalizing” is not the proper term here – it means “eating its own kind”). On the other hand, iPad (along with iPod and iPhone) is helping to boost Mac sales to record levels through the “halo effect.”
But… But.. But………. But it doesn’t have a keyboard… …. *silent*
This headline speaks about “Bloodbath” – But actually should be a “Bullshitbath”.
Common – two or three analysts fondle each others balls.
And some apple-fanboys dream their dayream.
It’s all about Apple’s perfect Marketingmachine.
I’am totally with “Predrag’s” opinion.
Sorry!