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Summary:

According to new estimates by analyst firm Canalys, Apple could sell more PCs than current market leader HP during the first half of 2012. The key to Apple’s market dominance, however, is counting the category-busting iPad in addition to Mac sales.

iPad MacBook

According to new estimates by analyst firm Canalys, Apple could sell more PCs than current market leader HP during the first half of 2012. The key to Apple’s market dominance, however, is counting the category-busting iPad in addition to Mac sales.

The tipping point might come sooner, but Canalys thinks the launch of the iPad 3, expected sometime in the first or second quarter of 2012, will be the key to really putting Apple’s total shipments over the edge, propelling it from its current second-place spot to first overall.

Canalys estimates global PC shipments will reach 415 million units worldwide by the end of 2011, an increase of 15 percent year-over-year, thanks in large part to tablet sales. In North America, shipment growth is predicted to be up around 18 percent compared with 2010, with all but one percent of that growth coming from tablet sales, and in Europe, without tablets, PC sales would actually be down from last year.

Apple recently crossed the five-percent mark in terms of the global PC market, when only considering Mac sales, according to Charlie Wolf of Needham. It happened thanks to 22 straight quarters of Macs outperforming the general industry, with 43.8 percent growth year-over-year during the last quarter alone. With Mac sales growing, and Apple’s continued domination of the tablet market, it’s no wonder Apple will soon be on top of the game when you count the iPad among its PC offerings.

Some may see counting the iPad alongside PCs as something of a cheap move, but it actually makes a lot of sense. With the global PC market facing flat or negative growth, and tablets stepping in to replace traditional computers for a lot of use cases, it’s probably better to count them here than in any other grouping.

While Apple has a significant advantage now in terms of the iPad when it comes to tablet shipments, Amazon and Barnes & Noble are shaking up the low end of the market with their respective Android slates, too, so it’ll be interesting to see how those devices chart going into 2012. Who knows? Maybe Amazon will eventually become a top PC manufacturer, at least according to scoring from firms like Canalys.

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  21. With iPad 3, Apple could ship more PCs than HP: According to new estimates by analyst firm Canalys, … http://t.co/mx7yJOFl Via. GigaOM

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  31. With iPad 3, Apple could ship more PCs than HP http://t.co/1nLsBl1F

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  32. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  33. With iPad 3, Apple could ship more PCs than HP http://t.co/KmViZhdg

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  34. Brrr… #fear RT @_joviann_: With iPad 3, Apple could ship more PCs than HP http://t.co/V4y8jdSh | The Apple Blog

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  35. With iPad 3, Apple could ship more PCs than HP http://t.co/6a2yV09E via Darrell Etherington

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  36. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  37. With iPad 3, Apple could ship more PCs than HP http://t.co/hF80TUdQ

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  41. With iPad 3, Apple could ship more PCs than HP http://t.co/eXmjBB3q

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  42. RT @theappleblog: With iPad 3, Apple could ship more PCs than HP http://t.co/KmViZhdg

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  46. gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/ExYZEaze

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  47. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/OLPJz2Il

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  48. With iPad 3, Apple could ship more PCs than HP http://t.co/cxbdaaIX

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  49. With iPad 3, Apple could ship more PCs than HP http://t.co/MO14VDlg

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  50. RT @ITBlogs: With iPad 3, Apple could ship more PCs than HP http://t.co/MO14VDlg

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  51. With iPad 3, Apple could ship more PCs than HP http://t.co/tV42N6CO

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  52. RT @theappleblog: With iPad 3, Apple could ship more PCs than HP http://t.co/8bRmsUf8 – I will definitely upgrade to the iPad 3!

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  53. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  54. MacPro : With iPad 3, Apple could ship more PCs than HP: The key to Apple’s market dominance, however, is counti… http://t.co/ic13z9qz

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  55. With iPad 3, Apple could ship more PCs than HP http://t.co/BcpkBoG3 #Apple #iPodtouch

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  56. With iPad 3, Apple could ship more PCs than HP http://t.co/16x3Ftcb

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  57. With iPad 3, Apple could ship more PCs than HP http://t.co/pB7xE5WA

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  58. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/rqh6RlXR

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  59. #apple With iPad 3, Apple could ship more PCs than HP http://t.co/BmI3Rz7w

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  60. With iPad 3, Apple could ship more PCs than HP http://t.co/jui7OcnN @AndreuTobella

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  61. With iPad 3, Apple could ship more PCs than HP http://t.co/kug9Dpvm It was just a matter of time with iPads taking away laptop sales.

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  62. With iPad 3, Apple could ship more PCs than HP http://t.co/ev6EWbeg

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  63. With iPad 3, Apple could ship more PCs than HP http://t.co/d6EPueNe

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  64. With #iPad 3, #Apple could ship more PCs than HP http://t.co/rSj5fGwE

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  66. With iPad 3, Apple could ship more PCs than HP: According to new estimates by analyst firm… http://t.co/4Xew7LVG

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  67. With iPad 3, Apple could ship more PCs than HP http://t.co/qtR5HQMA”

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  68. With iPad 3, Apple could ship more PCs than HP – http://t.co/irilDLQI http://t.co/XP4DaY3B #iPad

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  69. With iPad 3, Apple could ship more PCs than HP – GigaOm http://t.co/QxZTq4Co

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  70. RT @gigaom: With #iPad 3, #Apple could ship more PCs than HP http://t.co/mFivzNfv

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  71. With iPad 3, Apple could ship more PCs than HP http://t.co/ZHPXUXoA

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  72. With iPad3, Apple could ship more PCs than HP – http://t.co/OLyJpHut via @gigaom

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  73. With iPad 3, Apple could ship more PCs than HP http://t.co/aEMHB2kT

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  74. RT @AppleFollowers: With iPad 3, Apple could ship more PCs than HP http://t.co/jzDbF9bN

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  75. With iPad 3, Apple could ship more PCs than HP http://t.co/CTH4AHgy

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  76. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  77. counting Amazons tablets as a pc sale is ridiculous they are loosing money on every tablet and the device itself is little more than an electronic catalog

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    1. How do you know they are losing money on every tablet?

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    2. They sell one book and they make back the $5 bucks they are loosing on hardware. But, that’s today. The tablet will become cheaper in only a few months to build. Amazon stands to make a mint on the Fire.

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  78. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  79. RT @AppleMacView: With iPad 3, Apple could ship more PCs than HP – GigaOm http://t.co/QxZTq4Co

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  80. With iPad 3, Apple could ship more PCs than HP — Apple News, Tips and Reviews: With iPad 3, Apple could ship m… http://t.co/cZQSEGNQ

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  81. With iPad 3, Apple could ship more PCs than HP http://t.co/4fip6Ili <-is iPad a PC?

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  82. AppleがNo.1 PCメーカになるってことかな。: With iPad 3, Apple could ship more PCs than HP http://t.co/wEMgp4sF

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  83. Its not and frack’n PC people. Can it print without third party apps or a cload? Can it rip MP3s from cd cassette and lp? Can it connect to and test wired networks with ease…it is a computer and it is personal but it is not of the class “PC”. maybe “PT” for personal tablet or part time. The PC is a machine with flexability and function over games and form. thats not the case with the iPad or any other tablet for that matter. Yes it can be used for much more but try swapping our ram and testing components with it…not gonna happen. n’ough said…it ain’t one. So I call it a wanna be.

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    1. Jean Claude Marin Tuesday, November 22, 2011

      You can do far more with a tablet that you could do with the original PC. and you can actually do things with it you wouldn’t do with your pc (ex: buy and read books or magazines)
      And sorry you can print out of the box on an air print compatible printer with an ipad)

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      1. You can do a TON more on an original PC than you can a tablet. (Yes, you could buy books and magazines for the PC. I have a ton of old tech magazines that were delivered on the PC.) And you can’t touch a PC’s ability with any tablet today. Nobody cares about yesterday anyway. And, yes you can print out of the box on many printers with an iPad. What tech hole did you drop out of?

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    2. Jean Claude Marin Tuesday, November 22, 2011

      and yes you cannot rip cd’s, but come on, who is still bying CD’s today? you have them in a snap loaded in your tablet, more easily than you would on your traditionnal PC.

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  84. With iPad 3, Apple could ship more PCs than HP http://t.co/AMgMeX0u

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  85. Could the release of #iPad 3 help push #Apple ahead of #HP, to become number one in terms of sales? http://t.co/CjSEJsVc #mobile #iOS

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  86. With iPad 3, Apple could ship more PCs than HP – According to new estimates by analyst firm Canalys, Apple could sel… http://t.co/bjUKa0dn

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  87. With iPad 3, Apple could ship more PCs than HP – According to new estimates by analyst firm Canalys, Apple could sel… http://t.co/eoIRdvml

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  88. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/p7APogKu

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  89. RT @theappleblog: With iPad 3, Apple could ship more PCs than HP http://t.co/KmViZhdg

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  90. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  91. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  92. I don’t think it makes sense to count the ipad as a pc without caution. It could be counted as a pc if it was substitutable, ie. If mostpeople purchased an ipad OR a pc. At the very least, I would ask for a serious survey of multi-device owernship to buy the idea that the ipad is substitutable.

    As it stands, Canalys is, IMO sucking up to Apple just like many other analyst firms, sadly (some of which I’ve known very well)…

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  93. RT @theappleblog: With iPad 3, Apple could ship more PCs than HP http://t.co/KmViZhdg

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  94. To put a twist on this often-used analysis: “the iPad is not a laptop killer.”

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  95. Jeffrey Beck Sr. Monday, November 21, 2011

    In Hal2000 voice (Hey Karl, 1980 called they want their 8088 processor back.)
    I found your comments a challenge as I usually do when either faced with an iPad can’t or a PC can conversation arises. I use mine in the IT field daily and in all ranges of service calls documentation/annotation, faxing, scanning, job photos, and service manuals. Ironically,the part about network testing with ease, well perhaps you still have an XP laptop for console or otherwise but even so they aren’t always as accommodating as a network cable certifier or tester. But for testing WiFi insalled networks it’s possible using an iPad.
    Yes the iPad can print to a wireless or networked printer, yes it can even test cabled networks with Cisco at least using a dongle. As far as ripping LP’s or cassettes perhaps with the right app possibly thats a yes too. I agree It’s still perhaps not a full fledged PC in the sense of the term but for a tablet that was literally meant for consumption it has certainly stepped up to the plate and delivered more than a Home Run.

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  96. I just commented on “With iPad 3, Apple could ship more PCs than HP” @gigaom: http://t.co/JFITG5MX via @gigaom

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  97. With iPad 3, Apple could ship more PCs than HP http://t.co/RpLknv8g

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  98. Gabriel Martin Monday, November 21, 2011

    In my lifetime till now…

    Every human being I know, if they will say – I need to buy a PERSONAL COMPUTER, they are pertaining it to LAPTOPS and DESKTOP…

    As far as I know, IPAD is half ass tablet with applications floating around the screen…

    So this survey is legitimately stupid…

    This is pathetic and were always believing whatever APPLE tell us…
    Even my GALAXY NEXUS can do more than iPad BUT NEVER I CALL IT A PC…

    Only istupid and imoron will believe on this…

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  99. With iPad 3, Apple could ship more PCs than HP http://t.co/mn1xIduU via @zite

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  100. The way I see it, a large majority of consumers would be much better served by an iPad than a Windows PC/laptop. Many people are being eaten alive by malware and they are utterly ill-equipped to handle it. Apple’s curated/locked down system sucks for us hackeers (well, except that it’s so easy to get around it), and sure I have a monster dual Xeon 8-core machine for doing things that would make an iPad roll over and die, but we’re not mainstream consumers.

    My mom, my sisters, my mother-in-law who all just do e-mail and web and play simple games .. he iPad is perfect for people like that, and they’re the vast unwashed masses of consumers.

    The next three years are going to see a sea change in home (versus business) computing. Tablets are much less expensive, both up-front and especially long term. It’s like parents buying their kids iPod touches instead of Nintendo DSs. The DS is the better game machine, but the iPod has two orders of magnitude more software, and even way more games, and most of it is $5 or less.

    $40 for the last PC game I bought for my daughter on the PC. Similar stuff on the iPad is $5 or less, and the iPad costs less too. And I can be sure she won’t malware-infect it, and it’s great for books and educational software too.

    Apple is going to sell zillions of the things. Amazon will sell a bunch too, but I think people are overestimating their supply chain. I think they’d be very hard pressed to sustain more an 1M per month; that won’t even slow Apple down.

    I know I sound like a fanboy and I apologize for that. I own a lot of Apple stuff, but I use Windows and Linux much more tohan MacOS. But I tell you, I was absolutely shocked at how much I have ended up using the teeny little iPad. And if I can do real work on it, those consumers sure can facebook and gmail and twitter just fine.

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  101. With iPad 3, Apple could ship more PCs than HP http://t.co/Al2THe9O

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  102. francisco macias Tuesday, November 22, 2011

    Get over yourself Its just apple that makes MACs there are tons of other million dollar companies that make PC’s so go BLOW IT OUT YOUR ASS!!!

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  103. With iPad 3, Apple could ship more PCs than HP http://t.co/cHM82pcC

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  104. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  105. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  106. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  107. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  108. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  109. IF #iPad == computer THEN
    LET LARGEST_COMPUTER_MANUFACTURER_ON_EARTH = #apple
    http://t.co/YO4lwDrt

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  110. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  111. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  112. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  113. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  114. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  115. With iPad 3, Apple could ship more PCs than HP [during the first half of 2012]: http://t.co/dxxl2Lxw

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  116. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  117. With iPad 3, Apple could ship more PCs than HP http://t.co/3KJcpaRb

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  118. RT @gigaom: With iPad 3, Apple could ship more PCs than HP http://t.co/jziG1eHr

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  119. RT @Techmeme: With iPad 3, Apple could ship more PCs than HP (@drizzled / GigaOM) http://t.co/9bAbfAHW http://t.co/b8MoBoW1

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  120. With iPad 3, Apple could ship more PCs than HP http://t.co/DLWwGhiH

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  121. With iPad 3, Apple could ship more PCs than HP - http://t.co/Al4mDjkJ

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  122. I am not understanding why people get so angry and or offended when the conversation of iPads or any other Apple product is the center of the conversation. The bottomline, Apple knows how to market. Their products are USER FRIENDLY with a small learning curve. Those are debating this whole “PC”, PC was a name give to the personal computer however long ago bc the orginial computers took up entire ROOMS! Then PC took effect once it was small enough to be purchases by the average or well off customer. The iPad and tablet market is now becoming the “new” PC. People want light, small devices to carry and have information at their fingertips. The other thing is that MOST people have NEVER used 75% or more of their actual PC. They were buying what was offered. The AVERAGE person checks email, browses the web, checks fb and twitter, and now plays angry birds. So yes the iPad and tablet market is growing. Apple has just dominated it by marketing it correctly and providing customer with an experience that is EASY to understand and grasp with very little knowledge of HOW to use a computer. They are less scared because they dont feel they can “break the computer”. Times are changing people. Get with it! Apple haters, buy an Apple product and you’ll understand. Android and other OS haters, buy that product and you’ll understand. Everyone is hating on each other and they dont even have first hand experience. Both offer a DIFFERENT experience for DIFFERENT people. The iPad just touches the MAJORITY of people bc of the look, power, and marketing. So stop the foolish and childish arguments!

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  123. With iPad 3, Apple could ship more PCs than HP http://t.co/HoNkI2Ky

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  124. RT @JohnAnthonyPain: With iPad 3, Apple could ship more PCs than HP http://t.co/HoNkI2Ky

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  125. RT @AppMin: 아이패드3 출시및 스팩 -꼭 보고 리트윗 부탁이요 http://t.co/5NgQY6aI

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  126. Read up on the possibilities of future successes for #Apple http://t.co/sT2LRmxf

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  127. I want buy ipad 3 for my son I want gift him on his birthday n want to surprise him. He is big fan of apple.
    If I can book right now.

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  128. Hello
    I want to buy ipad3 when it come want gift my son 4 his birthday . He is big fan of apple.
    Can I book it right away. What is different between ipad2 n ipad3, how much it is for

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