“In August, according to IDC, China overtook the U.S. as the world largest consumer of personal computers,” Philip Elmer-DeWitt reports for Fortune.
“On Wednesday, Morgan Stanley issued the results of a survey suggesting that Apple is the best positioned of all PC manufacturers to capitalize on the boom,” P.E.D. reports. “Summarizing the results of a proprietary Alphawise survey of 1,553 consumers in 16 Chinese cities, Morgan Stanley’s Katy Huberty reports [that when] asked which brand of computer their next PC would be, 21% of Chinese consumer chose Apple.”
P.E.D. reports, “They rate Apple as the most desirable PC brand, well ahead of other international and domestic PC makers — including Beijing-based Lenovo.”
Much more in the full article here.
Only one thing to say to that: BUY AAPL now!! It’s free money… 🙂
Damn straight, but how many actually put their money in the right place?
If you do an EGG analysis using vectors from emerging markets, and express the data on a TOST graph, it looks like AAPL goes up, down, then up again.
@macman
buy apple shares now…a year from now…five years from now…ten years from now
will still be the easiest money you could ever make
The trend in desirability is great, but there is a big difference between want and ability to pay for it. In five years I can envision Mac share in China at 20%, but not next year.
iPad growth, on the other hand, will be huge.
If anything iPads will cannibalize Mac sales. But I think Apple is aiming for 100% of the emerging smart appliance market rather than 20% of the antiquated PC market.
At 21% Market share in China, alone, AAPL will be a $725/ share stock by 2014!!!!!! Only dinky sloppy Europe can dampen the rise!
Happy 401k 🙂 USA !
apple should ramp up mac marketing every where.
I’ve not seen a new imac ad on TV in my area for ages.
As for Mac Pros or minis, some people don’t even know they exist (a lot of third party stores don’t carry them).
Apple has focused on iOS devices the last several years with great results but perhaps they should ride on mobile’s success (the halo) and push macs harder. (from latest data I have which is a couple of years old: Dell with a tiny fraction of Apple’s profits spends more on marketing, so does Microsoft )
Mac’s 10% market share in U.S is great rising from 2% 10 years ago but it could be 20% or more.
Cheaper macs, a mid tower maybe, might be an idea especially for developing markets.