iPad, Netbooks To Drive Sales For Portables

By TWICE Staff On Apr 19 2010 - 4:01am

NEW YORK — Led by the iPad, DisplaySearch contended, netbook/ iPad-type computing devices will drive worldwide portable-computer sales in 2010.

The number of por table PCs shipped will rise 25.7 percent to 214.6 million in 2010, boosting dollar volume 6.5 percent to $116.9 billion, from $109.8 billion in 2009. Unit and dollar shipments will likewise increase this year in the netbook/tablet and traditional notebook segments, with the former shipping 28.5 percent more units than in 2009 to generate $13.4 billion in sales, up 15.6 percent.

Traditional notebooks will post unit and dollar gains of 25 percent and 5.3 percent, respectively, DisplaySearch said.

The iPad and other tablet- (or slate-) style devices that follow later this year from other vendors will grab some market share from notebooks and garner interest from potential e-reader customers interested in a device with more computing power, DisplaySearch added. The higher-priced iPad and slate products will also strengthen average selling prices (ASPs) for the category, offsetting the sub-$300 netbook price point, the company said.

“The low ASPs of mini-notes have been a concern to component suppliers, OEMs/ODMs, brands and retailers due to the thinner margins and lower revenue generation of the devices,” DisplaySearch said. “Slates — especially those that will be able to mimic Apple’s content library, model of content delivery and their very successful App Store — will be able to generate greater revenue and healthier margins,” said John Jacobs, DisplaySearch’s notebook market research director.

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