The iPad is an in-betweener device - it's too big to be a smartphone, and it's not quite a PC. It can be a conundrum for analysts looking to pick apart Apple's quarterly and yearly earnings as there is no established category for the device. Some analysts have chosen to separate the iPad into its own category ("media tablets"), and others prefer to take a different approach and group the iPad with PC sales.
This latter category leads to some headline-grabbing reports similar to the one just released by Canalys. The market analysis firm proclaimed that Apple is now the #3 PC vendor in the world, trailing only HP and Acer. The climb to the third spot was propelled by Mac personal computing sales, which skyrocketed 241 percent in Q4 2010. Much of the growth in this category is due to sales of the iPad. This analysis is guaranteed to spark some discussion as rival firms IDG and Gartner separate out the iPad into a distinct category. Once you remove the iPad from the PC sales equation, Apple barely makes it into the #5 slot.
Click through to see the full text of the press release from Canalys.
- Apple climbs to third place worldwide
Palo Alto, Singapore and Reading (UK) - Wednesday, 26 January 2011
Canalys today announced strong PC industry growth of 19% in Q4 2010, with Apple climbing to third place in the market, thanks to impressive iPad and Mac sales, as well as fast growth in Asia Pacific. The analyst company attributes the majority of Q4 market growth to the rising demand for pads, a new product category.
'Pads gave consumers increased product choice over the holiday season,' said Canalys Analyst Tim Coulling. 'While they do not appeal to first-time buyers or low-income households, they are proving extremely popular as additional computing devices.'
Canalys urges vendors to accept new market realities, by recognizing pads as an integral new component of the overall PC landscape. Unlike other analyst companies, Canalys incorporates pad shipments, such as the Samsung Galaxy Tab and Apple's iPad, in its total PC market report.
'Pads gave the market momentum in 2010, just as netbooks did the year before,' said Canalys Senior Analyst Daryl Chiam. 'We are encouraging vendors to plan for the future and not to remain stuck in the past.'
'Any argument that a pad is not a PC is simply out of sync,' said Chiam. 'With screen sizes of seven inches or above, ample processing power, and a growing number of applications, pads offer a computing experience comparable to netbooks. They compete for the same customers and will happily coexist. As with smart phones, some users will require a physical keyboard, while others will do without.'
'Each new product category typically causes a significant shift in market shares,' said Chiam. 'Apple is benefiting from pads, just as Acer, Samsung and Asus previously did with netbooks. The PC industry has always evolved this way, starting when Toshiba and Compaq rode high on the original notebook wave.'
At a regional level, Asia, especially China and India, continued to outperform most of the other global markets, to the benefit of Lenovo and Dell. In the United States, sales recovered somewhat, while Europe, the Middle East and Africa remained an ongoing concern due to substantial consumer inventory build-up. Moving forward, inventory issues will be exacerbated by rising VAT levels across five countries - Poland, Latvia, Slovakia, Switzerland and the UK - as well as the urgency created by the upcoming Intel refresh. As a result, Canalys predicts significant retail discounting in this region during the first quarter.
Other bright spots for the PC industry included accelerating corporate refresh programmes, as Windows 7 became an accepted operating system. This trend favoured vendors with a solid presence in B2B, notably HP, Dell and Lenovo. Canalys also noted strong demand for servers and storage, driven by substantial investment in data centre infrastructure.
'Recessionary budgets are over for most companies, and IT expenditure is again being used as a catalyst for growth,' said Coulling. 'The performance of the corporate market, however, contrasts starkly with the decline in public sector expenditure in most Western countries. The big service-led companies, which profited greatly from huge government-led contracts, are in for a tough 2011.'
Canalys specializes in delivering high-quality market data, analysis and advice to the world's leading technology vendors. It is recognized as a key provider of continuous advisory services and confidential custom projects for marketing managers and strategists within blue-chip IT, telecoms, navigation, and consumer electronics companies. It has unrivalled expertise in routes to market for all kinds of high-technology products and services and provides worldwide market data and trends analysis. Canalys does not release preliminary, incomplete data and uses consistent definitions and methodologies to ensure total consistency across all of the market data that appears in its services. The company publishes its final market data every quarter for every country tracked simultaneously on the same day.
- Key specs
- Reviews • 12
- Form factor Tablet
- Operating system iOS (8)
- Screen size 9.7 inches
- Storage type Internal storage (16 GB, Flash)
- Maximum battery life Up to 10 hours
- Dimensions 9.4 x 6.6 x 0.24 in
- Weight 0.96 lb
- Announced 2014-10-16