To include the iPad, or not include the iPad? It makes a big difference in notebook marketshares. Source: Deutsche Bank
Most calculations of marketshare in the portable computing arena don’t include the iPad — it’s a tablet, not a traditional computer, per se. But seeing how tablets seem to be cannibalizing computer sales, it’s not a stretch to include iPads in those tabulations.
Based on the line graph above, wow does it change the landscape when it is included.
Deutsche Bank analyst Chris Whitmore calculated global notebook computer sales up until the second quarter of 2011 in a note to clients. Not including iPad sales, Apple ranks last sales-wise as a manufacturer. Including the iPad? Apple soars to snag the top spot.
Whitmore’s note included stats about the top six notebook vendors: Acer, Apple, ASUS, Dell, HP, and Samsung. The top two overall vendors for most of the time period, HP and Acer, have had generally downward trending marketshares since second quarter 2010, which is right around when the original iPad debuted.
“Within the Tablet market, the iPad remains the Gold Standard as competitors struggle for mindshare and traction,” Whitmore says in his note (which must help explain why the iPad is the only tablet included in the second quarter 2011 calculation, when many of the vendors now have tablet models available). He also sees Apple snagging an even larger piece of the pie as the back-to-school season sets in and the Microsoft/PC ecosystem is “relatively stagnant.”
The iPad is very clearly still Apple’s prize-winning stallion in the portable computing department. Even with innovative competitors popping up, it’s going to take a lot to unseat Apple from its dominant position.