Apple is the world's top PC vendor if you count iPads in addition to Macs, says Deutsche Bank's Chris Whitmore.
"2011 was supposed to be the year of the Android tablet. One year later, Android tablets have failed to meet expectations and for the most part have been unsuccessful. This year, tablets had a much smaller presence as vendors appear to be placing greater emphasis on Windows 8. We expect Windows 8 ARM tablets to ramps slowly as most Apps require rewriting for ARM-based tablet hardware. We remain skeptical that Win 8 tablets will gain much traction this year (App rewrites take time / developer ecosystem support). As a result, we expect the move away from Android tablet investment and a slow ramp of Win 8 tablets to create a favorable competitive backdrop for Apple's forthcoming iPad 3."
Whitmore bases his analysis on data from IDC and Apple; however, an IDC rep recently released a statement indicating that the chart shared by Whitmore doesn't take certain factors into account.
"It appears the Deutsche Bank analyst simply added Apple's iPad shipment number onto the Apple total for Q3 to make his point (conveniently ignoring tablets made by other PC manufacturers, most notably Acer). And he also didn't bother to add in iPad shipments over the previous quarters, leading to the rather distorted hockey stick on the end of the chart. Not exactly the best analysis or presentation of the data, in my opinion."
Read More [via Mashable]
"2011 was supposed to be the year of the Android tablet. One year later, Android tablets have failed to meet expectations and for the most part have been unsuccessful. This year, tablets had a much smaller presence as vendors appear to be placing greater emphasis on Windows 8. We expect Windows 8 ARM tablets to ramps slowly as most Apps require rewriting for ARM-based tablet hardware. We remain skeptical that Win 8 tablets will gain much traction this year (App rewrites take time / developer ecosystem support). As a result, we expect the move away from Android tablet investment and a slow ramp of Win 8 tablets to create a favorable competitive backdrop for Apple's forthcoming iPad 3."
Whitmore bases his analysis on data from IDC and Apple; however, an IDC rep recently released a statement indicating that the chart shared by Whitmore doesn't take certain factors into account.
"It appears the Deutsche Bank analyst simply added Apple's iPad shipment number onto the Apple total for Q3 to make his point (conveniently ignoring tablets made by other PC manufacturers, most notably Acer). And he also didn't bother to add in iPad shipments over the previous quarters, leading to the rather distorted hockey stick on the end of the chart. Not exactly the best analysis or presentation of the data, in my opinion."
Read More [via Mashable]