It happened a lot faster than anybody, even Apple, predicted. Their iPad tablet has taken off so fast and sold so many units that in the fourth quarter of 2010, that if you take the iPad into account Apple’s marketshare numbers for the mobile computer market were the highest in the world, even overtaking mighty PC builder HP.
In the last quarter, Apple managed to ship 10.2 million mobile computers (iPads and MacBooks), while HP pushed 9.3 million units (mostly laptops, a bunch of netbooks, and a microscopic number of Windows Slates). At those numbers, Apple garnered 17.2% of the mobile computing sales market, with HP coming in at 15.6%.
Now before you go arguing “The iPad doesn’t count,” stop. It does. Netbooks are counted in this “mobile computer” category, and even Microsoft has admitted that the iPad is cutting into their netbook numbers big time. So if you’d buy device A in lieu of device B, then the sales of B should definitely be weighed against the sales of A.
Numbers like this are precisely why HP bought Palm, specifically why HP bought webOS. They, like Apple, RIM, and everybody who announced more Android tablets at CES and Mobile World Congress, see the tablet market as one primed for explosion, and they don’t want to miss the wave. All HP has to hope is that the “summer” launch timeframe isn’t too late for the HP TouchPad.
SEAGATE TECHNOLOGY SCIENTIFIC GAMES SANDISK SALESFORCE COM SAIC
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