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Summary:

A new report suggests the iPad is behind Apple’s unprecedented growth in portable computers. Apple took third place in worldwide market share for the second quarter of 2010, and is on a trajectory to become number one as soon as the end of the year.

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A new report suggests the iPad is behind Apple’s unprecedented growth in portable computers, defined as notebooks, netbooks, and tablets. Apple took third place in worldwide market share for the second quarter of 2010, and is on a trajectory to become number one as soon as the end of the year.

Philip Elmer-DeWitt at Apple 2.0 reports on the disruptive numbers from Deutsche Bank analyst Chris Whitmore. By adding the 2.47 million Mac portables and 3.27 million iPads sold last quarter, Whitmore found that “Apple leapt over Asus, Lenovo, Toshiba and Dell in terms of global unit share.” Moving from seventh to third place, that puts Apple behind only HP and netbook king Asus, but there is magical trouble for Asus and other netbook makers.

According to Whitmore, while every one of the top five computer manufacturers saw growth slow year over year, “Apple’s traditional MacBook business posted accelerated unit growth on a year-over-year basis in Q2 despite the launch of the iPad.” Mac portables saw 33 percent growth year-over-year, compared to an industry average of 24 percent as reported by IDC.

While Mac portables making big gains with the iPad might seem counter-intuitive, we’ve been here before. Like the iPod and the iPhone, the iPad requires a computer for synchronization, and if you like the iPad–and who doesn’t?–maybe you would like the Mac. This might also answer the question, “Why Do You Need a Computer to Use an iPad?” for Apple to make big coin.

Even better, Mac portables may finally be getting a foot in the door of business. According to Forrester Research, the iPhone, once disdained by IT departments as “unserious, insecure, trendy and suitable only for customers,” is now supported by “29% of North American and European enterprises.” That growing acceptance is expected to be extended to the iPad, though the “BlackBerry still rules the roost.” Maybe not for long.

According to web metrics firm Net Applications, “the iPhone posted its largest single-month usage gain ever in July,” going from 0.59 percent to 0.7 percent of overall OS market share. That is by far the single largest jump since the iPhone was introduced. So much for “Antennagate,” and at least for now the iPhone is growing faster than Android again, at twice the pace.

As for RIM and BlackBerry, the last available data is for June, and at .07 percent it was a tenth that of the iPhone, but that’s as measured by web browsing. It should be noted that the BlackBerry still outsells the iPhone, 11.2 million to 8.4 million for the most recent quarter. However, if one includes other iOS devices, the iPod touch and iPad, Apple sold somewhere around 15 million devices last quarter.

Either way, Apple appears set to takeover the mobile world, and I, for one, welcome our new iOSverlords.

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  1. So… if we include tablets running cut down operating systems in some bizarre kind of arrangement that totally ignores the reality that you kind of need a computer to use an iPad in the first place then Apple might, with some really outlandish growth projections, be the top provider in this category?

    OK then.

    Well if HP don’t release any tablets that is. Which they will so even with this steaming pile of ordure that’s masquerading for analysis it’s still miles out.

    Maybe we need something more robust where Apple win? Why not just use your example and count all iOS and OS X devices? Oh wait, we can’t – Nokia win that category just with smartphones alone. Damn.

    Incidentally, there’s a big difference between supporting the iPhone and using it as a corporate platform. Corporate networks support it because the CEO or Marketing Director has one but guess how many use the iPhone as a frontline device? It’s a remarkably small number.

    Finally can you explain the iPhone is growing at twice the pace as Android… because… err it’s actually not. Canalys’ latest figures show the iPhone’s YonY growth as 61% which sounds good until you read Android’s. Which is 886%. I make that 15:1 in terms of growth to Android, chief.

    Unit sales tend to be a bit more reliable than US centric advertising oriented web portals. Just a thought for the future.

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  2. pk de cville Monday, August 2, 2010

    If we’re gonna count things, let’s count $$$$$.

    Try comparing market caps.

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    1. Sure. Let’s compare Apple’s peak Market Cap – which it’s nearing – against Microsoft’s at the end of its growth phase.

      Woops.

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      1. Why not compare stock prices over, say, the last ten years or so, also known as the Lost Decade for MSFT. Whoops.

        As for the analysis presented, what you and Steve Ballmer are missing is that consumers decide what is a computer, not CEOs. The analyst’s report simply states that truism. People want handheld devices and tablets with applications designed for specific tasks, not “Windows everywhere.” Of course, it’s tough to make money selling anything less than full-blown copies of Windows, which is probably the reason for Microsoft’s myopia.

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      2. Because that’s not the point I was making, Charles.

        I’ll spell it out for you: when a company stagnates and doesn’t release products that drive growth its stock price and market capitalisation drop. This happened to Microsoft and it will happen to Apple in the not to distant future – iPod market share is flat, iPhone market share is flat and the iPad will flatten in a year.

        And you’re right the consumer decide what a computer is, not analysts, so what are we counting? Keyboard driven? Tablets? Smartphones?

        If you’re being a purist you count keyboard driven, if you’re being inclusive you count smartphones. Apple lose both comparisons.

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  3. I like our strategy. I like it a lot!!! (Steve Ballmer).
    And Nero fiddled while Rome burned.

    I suggest all should read the transcript of Ballmer’s presentation to Financial Analysts. MDN has it.

    We are witnessing the mental meltdown of MS’ CEO. The corporate meltdown will follow. When the corporates start to abandon MS, it will be like a panic run on a bank.

    And finally, remember this: The world’s biggest tech corp, the world’s most successful, dynamic, best managed company runs smooth as silk on Mac OSX Server.

    Apple is making many of us, its faithful, seriously rich!!

    Now, I do like THAT strategy.

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    1. Sorry, is this the same meltdown that saw Microsoft increase profits massively this quarter? LOL! Sure, corporations will move on… probably to another Microsoft product.

      Oh yeah and MS have about 90%+ of the consumer market too. Just thought I’d point that out.

      It’s nice Apple run their own servers on their own product (like duh!). Hardly anyone else does.

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    2. Ummm you should read some facts.

      Microsoft had record profits last quarter. Windows 7 is on fire, Bing is increasing market share, Xbox/Zune is in the black. New Hotmail is rolled out to all 350 million users. New Office on both the PC and soon the Mac.

      Windows Phone 7 will not topple anyone but it, with Android will tear into iPhone.

      Corporations after skipping Vista are moving to Windows 7…NOT OS X or Linux.

      Facts suck if they dont back your bias.

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  4. This blog post is all over the place. Is Apple going to over take the mobile world or PC world?

    Here is a fact to chew on…..estimated Netbook sales for 2010 40million. Estimated PC laptop/notebook sales 159 million.

    Compared to what 12 million iPad’s (maybe) and 12-15 million Macs? (all Macs not just laptops)

    Basically netbooks alone will out sell all iPads and Macs.

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