Bloodbath: Apple’s revolutionary iPad cannibalizing entire Windows PC industry

Apple Online Store“Apple’s iPad may not be cannibalizing Mac sales, but it’s evidently having a deleterious effect on the PC market–and not just the netbook segment,” John Paczkowski reports for AllThingsD.

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“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?!

51 Comments

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

  7. 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.

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