iPad/Slate PCs Pushing Out Netbooks: DisplaySearch
By Doug Olenick On Jun 22 2010 - 1:57pm
SANTA CLARA, CALIF. — The age of the netbook
could be coming to a close as iPads and slate-type
portable devices start to push the netbook onto the
According to John Jacobs, DisplaySearch’s notebook
market research director, the advent of the
iPad and the upcoming rollout of slates by other
vendors likely means sales of clamshell-designed
netbooks will start to decline.
The research company noted that during the first
quarter, Apple shipped 700,000 iPads, comprising
about 6.5 percent of the 10.15 million units shipped
in the netbook/slate notebook sub-category. In addition,
Apple has reported shipping 2 million iPads
during just the first two months of the second quarter,
which DisplaySearch is estimating will give Apple
about 30 percent of the market for that period.
As additional non-Apple slates are rolled out later
this year, the traditional clamshell netbook could
continue to lose share, DisplaySearch said. Helping
the new slates gain traction will be the fact that
they will likely follow the iPads development process,
“Apple has ported their successful iPhone app
business model to the iPad. Android-based phones
followed in their footsteps and will surely do the
same with slates,” he said.
Overall, the notebook category posted its highest
revenue amount in two years.
Despite continuing falling prices for notebook
computers, dollar revenue hit a two-year high during
the first quarter, according to DisplaySearch.
The research company reported that the notebook
market hit $31.1 billion during the first quarter
2010 worldwide. This is the highest total posted
since the first quarter of 2008. Making this gain
more impressive is average selling prices for these
products were 20 percent higher in 2008, said DisplaySearch.
The mini-note/netbook/slate was the biggest gainer
among the four notebook categories tracked by
DisplaySearch. First-quarter sales were up 56.4 percent
to $3.54 billion. DisplaySearch credited the increase
to newer units having better processors and
more features, thus pushing up the average selling
The general notebook category continued to perform
very well, generating $23.1 billion in sales during
the quarter, a 30.7 percent increase, while the
desktop replacement subset grew even faster. Its
sales were up 37.8 percent to $2.93 billion.
The only segment to endure a drop was ultra-portables.
These declined 4.3 percent to $1.8 billion. Jacobs
said the ultra-portables are suffering because
they are still primary an enterprise niche product.