PC assemblers hope (pray) that Apple’s iPad is delaying, not replacing notebook purchases

“Notebook manufacturers are hopeful that the recent debut of Intel’s Ivy Bridge processors, as well as the forthcoming launch of Windows 8, will boost laptop sales and counter the effect of Apple’s iPad,” AppleInsider reports.

“Notebook original design manufacturers who spoke with DigiTimes said although Apple’s iPad continues to have strong sales, they believe its negative effect on global notebook sales is declining,” AppleInsider reports. “They said that’s because most tablet-style devices ‘focus on entertainment rather than working and learning.'”

MacDailyNews Take: Most. Not iPad.

AppleInsider reports, “The story cites Simon Lin, chairman of Wistron, who said he believes the iPad has created demand for a new market, rather than replacing demand for more traditional notebooks.”

Read more in the full article here.

MacDailyNews Take: Hopes and dreams and unicorn tears. Pitiful self-delusion is absolutely crippling.

Ask yourself, “What does the vast majority use a computer for?” Web browsing, email, some word processing, and games. That’s about it. Really.

Of course, iPad does all of that and much, much more. Simon Lin is kidding himself to avoid severe discomfort:

When we were an agrarian nation, all cars were trucks because that’s what you needed on the farms. Cars became more popular as cities rose, and things like power steering and automatic transmission became popular. PCs are going to be like trucks. They are still going to be around. However, only one out of x people will need them. The move will make many PC veterans uneasy because the PC has taken us a long ways. We like to talk about the post-PC era, but when it really starts to happen, it’s uncomfortable. – Steve Jobs, June 1, 2010

Related articles:
Apple maintains top mobile PC share in Q112 on 162% iPad growth YOY – May 22, 2012
NPD: Apple leads mobile PC shipments in Q112 – May 22, 2012
iPad growth accelerates to 156%, tablet sales to ‘measurably’ exceed PCs – March 20, 2012
Apple’s new iPad could dramatically alter the Windows PC upgrade cycle – March 8, 2012
The PC is dying. The iPad and Mac are not – January 26, 2012

40 Comments

    1. My thoughts exactly. The PC makers should be more worried that more and more people who have experienced the magic of Apple will purchase an Apple product before considering a PC. I have had 4 people I know do just that. Current owners of a PC product, purchased iPhones or iPads, and bingo, bought a MBP, iMac, etc.

    2. Most iPad customers will probably still want a “full” computer (except maybe in Japan). So you are right… Their worry should not be the “delay” or an iPad replacing a Windows notebook. It should be more and more of those Windows PCs being replaced by Macs. It’s obviously happening, because Mac sales growth is significantly higher versus stagnant (or declining) sales for the rest of the industry.

      1. The real question is, with so many quarters of consecutive growth, starting at near 0, how long will it take Apple to hit a critical mass where the growth of the Mac starts to seriously erode the PC market in such a way that the top players can’t make enough profit to be worth making computers? How far away are we from that if HP has already started talking about exiting the PC market, and DELL in free fall?

        What exactly will it look like for the Windows monopoly to come undone? Will it be major hardware manufacturers exiting the space? The top manufacturers all being in the red at the same time, with decimated profits as Apple steals their lunch money? Will it be huge exodus of people from Windows over to Mac/iPad?

        1. What if Apple decides to slowly increase the size of the plants / number of plants and decrease their large profit margins.

          Right now decreasing the margin is useless because I am waiting from day one for my MBPRd and the wait is far from over. What if Tim tweaks the supply so that it can stay 5 days but with ever increasing the production and lowering the margins.

          No, I am not suggesting the gear is too expensive neither am I suggesting the margins become too small. I do know that a 3-4 week wait is often too much for someone who has 2000 – 4000 to spare for a great MBPRd or the likes…..What if there is no wait….

    3. Interesting. I needed an iPad adapter so I went to a local outfit called Mac Experience, a small Apple Authorized Reseller and Repair shop that is as close to an Apple Store as one can be.

      While I was waiting to be served three AARP-eligible couples bought new MBP Retinas. One was talking about how suddenly she could read the screen again (aging eyes, I guess). There was a fourth lady who was seriously into the iPad and couldn’t decide whether to get just the wi-fi or the 3G version.

  1. I’m surprised at how many people still drive trucks! I think it’s about image, rather than practicality. Here in Honolulu over half of the vehicles are trucks, many of them 4-wheel-drive. As if you really need it!

    “When we were an agrarian nation, all cars were trucks because that’s what you needed on the farms. Cars became more popular as cities rose, and things like power steering and automatic transmission became popular. PCs are going to be like trucks. They are still going to be around. However, only one out of x people will need them. The move will make many PC veterans uneasy because the PC has taken us a long ways. We like to talk about the post-PC era, but when it really starts to happen, it’s uncomfortable. – Steve Jobs, June 1, 2010”

    1. You really need a four wheel drive in case Honolulu gets hit with a big blizzard, unlike the drug store cowboys here in Colorado that need it for image.

  2. As reported, “They said that’s because most tablet-style devices ‘focus on entertainment rather than working and learning.”

    Correct, MOST, not ALL. When compared to iPad, other wannabes — like the M$ (sub)surface — are glorified media players.

    It’s amazing how so called tech leaders keep skating to where the puck USED TO BE. Jobs incredible misdirection trick of calling the iPad a media consumption device during its intro is still keeping them off balance while Apple is eating their lunch. Reminds me of when he said the iPod would not “do” video. Just shortly before they did.

    It’s the Art of War at its best…

        1. exactly, but don’t say something about an “Asian chick” because he’ll ream you a new one. Haha, what an ironic, despicable way to be caught. We all have our chosen allegiances and chosen foes don’t we? What’s the definition of integrity again?

            1. The word integrity has the same root as integral. It means to be whole. That is, not to be divided (as being one person or having one perspective in one case, and another in another). As you are with the king, so you are with the pauper. As you are with the “Asian chick” so you are with the truck driving mullet wearers. Or not, as we have seen this week from our brother E.

          1. What the hell does mullets have to do with anything, and anyway you slice it, I really like to see you haul 2 tons of the manure you been shoveling around in a car, 3I37ro.

            What is it with the last 4 previous posts you commented on with a number of downright ridiculous rant and failed one liners and then you come out all holy then thou criticizing everyone and everything.

            I get the Troll thing your doing, but you have no consistent meaning to anything you say other then to ridicule posters or put down Apple.

            Snobbery is only part of your problem.

          2. Yeah, I had a tasty run-in with this 3I3c7ro berzerker. Only respond (‘feed the troll’) if you relish in troll trampling. At the end of the day, there’s nobody home but a berzerker bot, a total waste of effort.

            1. When someone doesn’t understand something, the lower capacity individuals seem to have to resort to name calling. Rise up and show that you have more capability than your posts show.

            2. Our berzerker troll has spoken.

              Need I point out that all you do around here is troll. I think I’ll stay with my direct and informative protocol instead. I like helping people and being thoughtful. You could too, if you tried.

              Enjoy the nosh! Nom Nom Nom.

    1. My 4WD truck gets used when there’s a foot of snow on, with an inch of ice on top of that, and my neighbor needs to get to his dialysis appointment or we need to get to the emergency room. Or when the weather is good it might get used to pull a 6000 pound tractor over the mountain. Otherwise we drive the Honda Civic. Don’t assume everybody lives a standard suburban LA lifestyle.

  3. Waiting for the gloss to fade off the market leader who is running a warp speed with new products is looking at assuming the same position in the graveyard as Palm.

  4. The real problem for PC makers is that they are so focused on categories of products that the cannot focus on building a tool to help people accomplish the most common tasks. They want their product to be able to do everything, and that often compromises design.

    If PC makers would take a fresh look at what people want to do with their devices, they could come up with something unique or at least marketable and sellable. But they refuse to do so, and thus are stuck building the same basic products and wondering why they can’t differentiate themselves from the next guy.

  5. re “because most tablet-style devices ‘focus on entertainment rather than working and learning.”

    As long as they continue to believe something so mind-blisteringly incorrect, they are utterly doomed. First step – gather information and analyze it CORRECTLY.

    1. @ Bizlaw and Seamus: Thank goodness you guys aren’t working for Apple’s competition! We don’t want PC makers to focus on what people want to do with their devices or how ipad owners have figured out to to create great works on it, or to even gather information and analyze it correctly. Let them continue on their roads to oblivion. I want to see Michael Dell in line at a soup kitchen so bad.

      1. What an incredibly foolish comment. As a consumer, it would be to your benefit to have other good competitive products on the market, so you have higher quality at better price.

  6. Among my 300+ clients the iPad has definitely replaced several notebooks. I am, however, seeing a renewed demand for notebooks over the last two months. The iPad is great for reading email, watching videos, surfacing the web, reading books etc. It is not a very good replacement for content creating devices.

    My clients have been asking if there is a laptop coming out with the following features:

    – fast startup and shutdown times
    – thin and light
    – a screen that can be seen in bright light
    – built in 4g with a data plan similar to the iPad
    – optical drive included (this was a surprise)
    – under a $1,000 (nothing surprising here, people love money)

    Most of these clients are replacing computers purchased in 04 and 05. So the upgrade cycle appears to have been stretched due to the recession and the lack of a compelling alternatives for these clients needs. Because hard drives only last so long, it apears the upgrade cycle is about to begin.

    1. I disagree that the iPad is not good for content creation. I use mine almost exclusively, and do a tremendous amount. It’s mostly just a mindset thing. Now, I am looking forward to my Touchfire keyboard next month. A tactile overlay on the onscreen keyboard that doesn’t add to the thickness is very promising. Otherwise, my MBP and iMac get little love, and that mostly when I have to run Windows based software on Parallels.

      1. For content creation I was thinking along the lines of:

        – Web page creation

        – Spreadsheets (I have spent several hours with Numbers on the ipad, major issues with external keyboards, e.g. formula entry, range selection)

        – Page layout, Pages is nice, but not in the same league as my laptop.

        Nevertheless, the iPad is bringing computer technology to whole new areas of life. I have enjoyed all three of my iPads.

  7. Can’t afford the Retina MacBook Pro nor do I want a non-Retina MacBook Pro. What I do want is an new iMac to complement my iPad, but it seems that Apple is willing to wait to 2013 for my money.

  8. I love my iPad, but do miss my laptop when a client calls in a change or last minute graphics request. In those moments I realize what I have given up. A slimmed down, touch version of Adobe’s suite might help me at least complete minor edits while mobile.

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