Printed from http://www.electronista.com

Analyst: iPad has shrunk the whole notebook market

updated 10:05 am EDT, Fri September 17, 2010

Morgan Stanley: iPad hurting notebooks as a whole

Morgan Stanley analyst Katy Huberty today issued a note claiming evidence that the whole notebook industry is shrinking due to the iPad. She pointed to NPD data from August which showed retail notebook sales having declined year-over-year for the first time. Notebook sales had started falling rapidly in April, when the iPad first shipped, and the decline has already continued in the first week of September.

The researcher also referenced Best Buy chief Brian Dunn's observation that the iPad had cut his notebook sales in half, although the Apple device had ultimately led the portable computing category to an increase at the retailer.

Whether or not the iPad was the direct cause isn't certain. A recent return to a tougher economic climate may have hurt spending, which would impact the more expensive full-size notebook category. Intel has also been conservative with performance in the netbook category and has seen relatively little gain over two years, giving shoppers little reason to replace the netbooks they bought in 2008 or 2009.

No matter the effect, Huberty expected tablets to have a deeper impact over time. Wider iPad distribution as well as the launches of the Dell Streak and Samsung Galaxy Tab may produce a "tablet cannibalization" effect that leads some to skip on notebook purchases, she theorized.



By Electronista Staff
toggle

Comments

  1. iphonerulez

    Fresh-Faced Recruit

    Joined: Nov 2008

    +9

    The Wintards are sure it can't possibly be

    the iPad that's causing a drop in Windows notebook sales. It's probably related to Steve Ballmer showing the amazing HP Slate and after that, all the Windows fanbois decided to wait until the HP Slate was offered to consumers. They're still anxiously waiting for HP to post on their site that pre-orders for Slates will be in time before Christmas. Steve Ballmer promised his loyal followers a Windows 7 Slate that would be 10X more useful than the Apple iPad and Steve Ballmer never lies.

  1. Flying Meat

    Dedicated MacNNer

    Joined: Jan 2007

    +5

    It's probably because

    the whole market is about inexpensive portability and usefulness.

    Apple hit it out of the park. Until folks discover a more portable and/or more useful device that looks great, we have a winner.

Login Here

Not a member of the MacNN forums? Register now for free.

toggle

Network Headlines

toggle

Most Popular

Sponsor

Recent Reviews

Logitech Hyperion Fury mouse

Selecting the correct gaming mouse comes down to finding a device that balances the needs of a user with a price they can afford. Ofte ...

Life n Soul BM211 Bluetooth speaker

Bluetooth speakers aren't only for listening to some music at the park or on a long bus ride, but can also be built with tablets in mi ...

Epson PowerLite Home Cinema 2030 projector

With high-definition televisions now the standard, 4K televisions becoming the next big thing, and plasma TVs going the way of the din ...

Sponsor

toggle

Most Commented

 
toggle

Popular News