Windows PC sales hit a low as tablet sales soar in Q2, Canalys
Apple leads combined market, ahead of Samsung in tablets, HP in PC sales
TechTrade | 01 Aug 2012 :
Shipments of Windows laptops and desktops have hit new lows as tablet shipments continued to rise during the second quarter of this year, Canalys Research said in a study released on Tuesday.
Combined shipments of tablets and PCs totaled 108.7 million units during the second quarter, growing by 11.7% compared to the second quarter last year, according to Canalys. The research firm classifies PC shipments as including both personal computers and tablets.
Apple observers shouldn't be too excited about these Q2 results. PC shipments are hitting a natural lull as Windows 8 looms large and sales embargoes against Samsung products in Germany will have hurt its bottom line.
Apple may be ahead of the game in sales but there is more to this than quality. The next quarter will see a decline in demand for Macs after the initial rush on the overprices Macbook Pro Retina, Mac OS X Lion and the latest iPad. The final quarter will make for a tense struggle between the iPhone 5, Galaxy S III, Windows 8 and any number of Android tablets from Google's Nexus 7 to the rumoured next generation of Kindles.
Tablet shipments totaled 24 million units, increasing by 75% compared to the second quarter last year, and forming 22% of all unit shipments. Tablets are biting into PCs shipments, and shipments of Windows PCs dropped to a new low of 73% of all devices accounted for in the survey, Canalys said.
PC shipments were disappointing, and a new category of thin-and-light laptops or ultrabooks have not helped boost the shipments. Ultrabooks have not hit low price points and have yet to excite large numbers of buyers, Canalys said in a statement. Ultrabooks are currently priced starting at around $650.
The lines between tablets and PCs are expected to blur with ultrabooks and Microsoft's upcoming Windows 8 and RT operating systems, which have touch features and will be released on 26 October. Many ultrabook models have touchscreens and can turn into tablets via detachable or flip screens. The tablet/laptop hybrid models are expected to become available in the coming quarters from Lenovo, Dell, Hewlett-Packard, Acer and Asustek Computer.
Microsoft is also entering the tablet space with its own Surface and Surface Pro tablets, which will start shipping on 26 October with Windows OSes. The tablets are Microsoft's first major attempt at building Windows hardware, but Canalys said high prices and a direct sales approach could hurt sales of the tablets.
Canalys also said that Microsoft is hurting PC makers with the decision to sell its own tablets. The research firm publicly recommended that Microsoft subsidise the development of Windows 8 devices much as Intel has done with the $300 million it is pouring into companies developing ultrabook components and technology.
Apple continues to lead in the tablet market, with Samsung in second place and Asus in third. The iPad dominated tablet shipments, while Samsung was the top Android tablet vendor in the second quarter with its Galaxy Tab, which doubled in shipments compared to the second quarter last year. Asus benefitted from the growth in Eee Pad/Transformer tablets.
A notable name missing from the list is Amazon.com, whose Kindle Fire became available in September last year. Canalys estimated Kindle Fire shipments in the second quarter to be below 500,000 units, a significant drop on previous quarters. Analysts have said Google's new Nexus 7 tablet with the Android 4.1 OS will continue to hurt Kindle Fire shipments, and Amazon is rumoured to be launching new tablets in different screen sizes.
Overall, Apple was the top vendor of PCs and tablets, Canalys said. The company shipped 21.6 million tablets and Macs combined, holding a 19.4% market share, and growing by 59.6% compared to the second quarter in the previous year. Hewlett-Packard, which sells only PCs, was second, shipping 13.55 million units, an 11.3% drop and a 12.5% market share. Tablet and PC vendors Lenovo and Acer were in third and fourth place respectively, with shipments growing by 27% and 4.3% respectively compared to the second quarter last year. Lenovo held a 12.1% market share, while Acer held a 9.8% market share.
IDG News Service