Whether you believe we’re living in a post-PC world or not, there’s no denying the overwhelming growth of tablets in the past few years. Just this March, IDC put out figures saying 2010 saw the sale of 18 million tablets, but despite the recent boom, the outfit’s now reporting a 28 percent drop in tablet shipments in Q1 2011, bringing first quarter worldwide shipments to 7.2 million. IDC’s latest report points to “slower consumer demand, overall economic conditions, and supply-chain constraint,” but nonetheless estimates that total tablet sales will reach 53.5 million by year’s end, up from IDC’s original estimate of 50.4 million. Once again, Apple’s come out on top of the slate game, with the iPad 2 leading the market, despite its own dip in shipments. E-readers have apparently also seen a decline in the first quarter, with shipments dipping to 3.3 million units. Despite a slow start to the year, however, IDC’s optimistic about future sales, but you don’t have to take our word for it — full PR awaits you after the break.
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.
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.
After losing 4.2 percent of their market share in the US, they’re down to 24.7 percent vs Apple’s 26.6 percent. Looks like their “superphone” can’t come soon enough.
On the other hand, it seems Google’s Android is doing quite well for itself. In that same 5 month period, it leapfrogged 5.1% to a whopping 38.1%.
It’s also worth noting that despite the launch of WP7, Microsoft lost 1.9% thus continuing it’s downward trajectory towards obsolesence. But who knows, maybe Mango will be sweet enough to lure customers from the shiny Apple. [All Things D]
Growth in purchases of Android smartphones in the U.S. has stalled this year, according to a new report from Nielsen.
Android still has the largest share of the smartphone market, but thanks to the Verizon iPhone, its share of new phone buyers has flatlined. Apple’s share has picked up, moving from 10% of new smartphone purchases to 17% of new smartphone purchases this year.
This is a nice change of pace for Apple which had been getting crushed in the smartphone marketshare battle.
According to this chart, Apple is still going to be lagging in overall smartphone share. But, it’s a good sign for Apple that more people are buying iPhones thanks to it being on Verizon.
Another thing to note here: Smartphone purchases are greater than feature phone purchases in the U.S.
ComScore just released a bunch of stats about traffic consumption on non-PC devices in 13 countries, including tablets, smartphones, and other devices, such as the iPod touch.
We analyzed comScore’s data to focus just on tablet usage, and charted the iPad’s traffic share in each country. It was 95% or higher in 12 of the 13 countries, with Android the second-place finisher in most countries (and “other” in Canada, home of RIM).
Of note: China isn’t one of the countries reported by comScore in this data. That could be a market where Android does particularly well. We’ll see. And, of course, plenty more competition is on the way from the likes of HP, Microsoft, etc. But for now, the iPad stands alone.
The housing economy is going to be garbage for a long time.
Why? Per today’s new home sales number, months of housing inventory on the market continues to shoot upward. All this needs to be burned off eventually before the market hits equilibrium, and right now things are going in the wrong direction.
The red line on this chart — via Calculated Risk — tells the grim story.
When Steve Jobs unveiled the iPhone on Jan. 9, 2007, the mobile industry changed forever. All of a sudden, software and user interfaces mattered on mobile devices. It was a turning point for many companies.
Research In Motion, which makes BlackBerry devices, actually did very well for a long time, capturing a lot of the market with email- and messaging-focused phones, strong carrier promotion, and a solid corporate base.
But RIM has suffered recently as it has been unable to compete with Apple and Google Android in the lucrative high end of the smartphone market. Its growth has been coming from selling cheaper phones overseas, and U.S. carriers aren’t promoting RIM devices like they used to.
Meanwhile, Taiwan-based HTC has been one of the more exciting stories in the industry. It made an early bet on Google Android and has been riding it to success. Earlier this year, HTC passed RIM in market cap. (Data courtesy Capital IQ.)
Continued success isn’t guaranteed for HTC, of course. Samsung has been rising fast in the Android market, and HTC still hasn’t shown it’s going to be a threat in the tablet business.
But it seems to be in much better shape than RIM, which is struggling to stay relevant in the early stages of a big, risky platform change — as it moves away from the old BlackBerry software to a new OS called QNX.
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- Search query volume across the 5 engines picked up slightly in May (up 2.5% from April), driving small shifts in search market share.
- Google’s share of the search market declined by 0.2ppts, although its query volume increased by 2.3%.
- While Microsoft’s share of the search market declined by 0.1ppt, the growth of Yahoo! by 0.5ppts resulted in an increase for Bing Powered engines M-O-M.
- Yahoo! experienced the largest growth in queries, driving a 0.5ppt M-O-M increase in share.
- All 5 engines saw slight increases in the number of unique visitors from April to May except for AOL which remained flat.
We’ve already heard rumors that chip designer ARM has been trying to get its wares into the Macbook Air. While we can’t add anything to that particular story, we do have further evidence that ARM is going beyond smartphones and tablets in order to target bigger form factors. The company’s president, Tudor Brown, has just appeared at Computex to declare that ARM wants to conquer the “mobile PC market”, where the company currently only has a 10 percent share. He’s aiming for 15 percent by the end of this year, and an Intel-provoking 50 percent by 2015. “Mobile PC” is a pretty ambiguous category, but we think it’s safe to assume the focus is on low- and mid-power netbooks and ultraportables. Such devices could potentially run off ARM’s forthcoming multi-core chips — like perhaps the quad-core beast inside NVIDIA’s mind-blowing Kal-El processor, or the more distant Cortex-A15. It’s hard to imagine these tablet-centric chips ever competing with Intel’s top performers, but four years is a mighty long time in this business.
ARM hopes to strengthen grip on mobile PCs, take 50 percent of the market by 2015 originally appeared on Engadget on Mon, 30 May 2011 08:57:00 EDT. Please see our terms for use of feeds.