Apple maintains top mobile PC share in Q112 on 162% iPad growth YOY

Apple shipped nearly 17.2 million mobile PCs in Q1’12, accounting for 118% Y/Y shipment growth, according to preliminary results from the latest NPD DisplaySearch Quarterly Mobile PC Shipment and Forecast Report. Nearly 80% of Apple’s mobile PC shipments were iPads, which reached over 13.6 million units in the quarter, for 162% Y/Y growth.

Total mobile PC shipments in Q1’12 were 76.2 million units, a seasonal drop of 15% compared to Q4’11. Shipments grew 30% Y/Y, with tablet PCs growing 124% Y/Y and notebooks and mini-notes growing 12%.

From the regional perspective, the China market stood out with Q/Q shipment growth. “The China region had sequential quarter shipment growth, achieving 13% for mobile PCs overall, 12% for notebook and mini-note PCs, and 16% for tablet PCs,” said Richard Shim, NPD DisplaySearch Senior Analyst, in the press release. “This is noteworthy given the sequential declines in all other regions as well as the declines in other product categories including TVs and monitors.”

Tablets fueled Apple’s mobile PC growth, enabling the company to reach 22.5% share in Q1’12, nearly twice HP’s share. The other brands in the top five relied on notebook PC shipments to establish their positions.

Table 1: Preliminary Q1’12 Worldwide Top Five Mobile PC Shipment Rankings by Brand
NPD: Preliminary Q1’12 Worldwide Top Five Mobile PC Shipment Rankings by Brand
Source: NPD DisplaySearch Q2’12 Quarterly Mobile PC Shipment and Forecast Report

In the notebook and mini-note PC market, many of the top brands took a conservative stance on shipments, opting to focus on margins and profits as opposed to market share. HP was one of the few top players in the market to increase its unit shipments Y/Y, by nearly 700,000 units. HP maintained the top notebook and mini-note PC ranking with 16.2% share, although it lost some ground in EMEA with shipments down 17% Y/Y. Acer took the number two position, capturing 11.9% share, with 6.5 million units. While China was a key region for Acer in the quarter, Lenovo was the chief beneficiary of the China region’s strong shipment growth. Lenovo also gained ground in North America. Dell lost share to Lenovo as it continued its focus on the commercial market segment. ASUS was the most aggressive of the top five players in the notebook and mini-note market, gaining significant share in all regions, as it recovered after weak Q4 shipments.

Table 2: Preliminary Q1’12 Worldwide Top Five Notebook and Mini-Note PC Shipment Rankings by Brand
NPD: Preliminary Q1’12 Worldwide Top Five Notebook and Mini-Note PC Shipment Rankings by Brand
Source: NPD DisplaySearch Q2’12 Quarterly Mobile PC Shipment and Forecast Report

Apple continued its dominance of the tablet PC market, capturing 62.8% share in Q1’12. Barnes & Noble fell out of the top five. Amazon managed to hold on, but fell to #3 from #2. Samsung regained the #2 spot with its strongest results in EMEA. RIM and ASUS jumped back into the top five rankings after weak results in the previous quarter.

Table 3: Preliminary Q1’12 Worldwide Top Five Tablet PC Shipment Rankings by Brand
NPD: Preliminary Q1’12 Worldwide Top Five Tablet PC Shipment Rankings by Brand
Source: NPD DisplaySearch Q2’12 Quarterly Mobile PC Shipment and Forecast Report

Source: The NPD Group, Inc.

[Thanks to MacDailyNews Readers “Fred Mertz” and “Dow C.” for the heads up.]

11 Comments

  1. WTF?

    Apple has only 62.8% of the iPad market? Haha

    So the top 5 only add to 78.9% . So they are trying to tell us that other then these top 5, there is still 21.1% (or roughly 4.5 million) of the market going to some other companies?

    Really??!!………….. Who?

    1. I think if you read Mr Observer’s comment more carefully, you will see that he asks the question of who makes up the rest of the market beyond the TOP 5 to take 21% of the market.

      Reading can be tricky sometimes.

    2. Chris,
      As you pointed out, I can add and clearly past 5. But if you look at the supplied chart the lowest number is .5M.
      So, lets assume that everyone else on this so-called list also shipped .5M or less. That still leaves a minumum 9+ companies shipping something that resembles a iPad or tablet.

      I guess I just really wanted to see that list of lossers.

  2. It says that these are shipped… Not sold. If these charts were about sold items the percentages would be even more skewed in Apple’s favor. And if we were talking profit or revenue… Forget about it! Apple would be the only name that mattered.

    1. For the “sold” part, not really… All the Android and RIM junk eventually gets sold, and therefore shipped eventually equals sold. They just get sold at fire sale prices, and therefore at “negative” profit. Some (Kindle Fire) are even sold at a loss, BY DESIGN!

      So I agree about the “profit or revenue” part. It is definitely “skewed in Apple’s favor.” For example, Apple makes most of the available profit in the overall mobile phone market, selling a fraction of the overall units. Imagine how it is for profit (or revenue) share, with iPad at 62.8% of UNIT sales.

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