Tablet sales will be 6 times (or more) notebook sales in just a few years!
We recently reduced our market growth estimates for notebook shipments, in light of evidence indicating tablets cannibalizing notebook sales.
Notebook sales now comprise 55.2% of all PC sales, thanks to a record number of notebooks shipped in the third quarter--more than 9.5 million units, according to IDC.
There has been a significant shift from desktops to notebooks in the last few years with Q3 of 2008 being the inflection point when notebook sales outpaced desktop sales.
We anticipate continued growth in notebook sales in 2011, driven by expansion in emerging markets, but our forecasts also suggest that the actual pace of growth will slow beyond 2011.
That leaves room not only for other PC sellers, which will all face the question of how heavily tablets will cut into personal computer and notebook sales in the future, but also for mobile makers that are developing competitive models of smart phones.
In a report last week tech tracker iSuppli found that rising sales of tablet computers are hurting notebook PC sales, resulting in a decline in sales of traditional hard disk drives which rely on spinning magnetic disks.
The company also saw a mid single-digit comp store sales decline in mobile computing due to a fall off notebook computer sales, in part reflecting a pick-up in tablet computer sales.
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We estimate that tablet sales will outstrip notebook and netbook sales by the end of our forecast period.
These figures include desktop sales, in addition to notebook and netbook sales.
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While we have revised our forecast for global notebook and netbooks sales, we still forecast slow growth in the future.
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There were bright spots as well, as sales of notebook computers and mobile phones were particularly strong.
On a brighter note, sales of Long Term Evolution (LTE) wireless broadband technology equipment continued gains while revenue from overseas sales of notebook PCs improved.
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At the same time thin client mobile devices such as tablet computers and smart phones are all the rage and are impacting sales of notebook computers.
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In Q4 2010, Dell became the second largest PC vendor, jumping ahead of Acer which recorded notable sales declines in part due to weak sales of Mini Notebook PCs.
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The conventional wisdom on the Street (and in the Valley) has been that tablet computers generally, and the Apple iPad in particular, are starting to eat into sales of conventional notebook PCs.
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Sales of the iBook consumer notebook were 186, 000, up only 1% from a year ago.
Shares of Apple have risen nearly 80% over the past year, thanks to strong sales of Apple's notebook and desktop computers and Apple's new iPhone, which went on sale in June.
Sales of the US firm's notebook computers and other mobile devices were down by 10% over the three months to 4 May, compared with the same period the previous year.
Global market demand for large size LCD panels was flat with shipments rising just 1 percent quarter-on-quarter to 179 million units, while average sales prices of panels fell across the notebook PC, monitor and TV panel segments.
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Tech tracker IDC said Tuesday that in the third quarter of 2008 notebook shipments in the U.S. market surpassed sales of desktop PCs for the first time.
Notebook computers are the fastest-growing form factor in computer sales--versus desktop computers and servers--and are also AMD's weakest category.
This was led by solid sales of TV and tablet panels which offset the slowdown in notebook and monitor panel demand.
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But that progress has been slow, and Dell, which ranks behind HP and Lenovo in PC sales, still gets almost half of its revenue from its desktop and notebook computers.
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Jobs declared 2003 the "year of the notebook" and the company is expected to make a big push this year as sales of its desktop machines have started to wane.
She started keeping a notebook of both good and bad ideas she had picked up while working for various direct-sales companies.
The NAND market picked up on higher OEM-related demand, improving quarter-on-quarter sales, particularly in solution products such as Solid State Drives (SSDs) for notebook PCs and Embedded Multimedia Cards (eMMC), but a steepening price decline hampered stable growth.
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