Source: http://www.businessinsider.com/chart-of-the-day-hp-apple-notebook-pc-shipments-2011-7

Here’s another look at the impact of the iPad on the PC industry, courtesy of Jefferies analyst Peter Misek and Dan Frommer of SplatF.

Misek initiated coverage of HP today with a hold rating, and included this chart showing the drop in the growth of HP’s notebook shipments, as well as the drop in the growth PC notebooks overall. (Frommer added the data on Apple’s growth in notebook shipments as a contrast.)

As Frommer points out, “A market that was growing 20% to 40% year-over-year per quarter just a couple of years ago is now basically flat.”

Misek says it’s thanks to the growth of the tablet market: “We believe tablets are cannibalizing consumer notebooks and are the biggest driver in the deterioration of HP’s consumer notebook shipments. We expect tablets to cannibalize more enterprise notebooks as we get into 2012.”

Until someone delivers a credible iPad rival, this trend will continue for all the PC players.

chart of the day, apple, hp, pc shipments, july 2011

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Source: http://www.businessinsider.com/chart-of-the-day-smartphone-platforms-2011-7

Android’s share of the smartphone market is still blowing away all competitors in the U.S. according to new data from comScore. The only company that’s hanging on is Apple, which saw its share of the market tick up ever so slightly.

chart of the day, smartphone platforms, july 2011

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