updated 08:05 am EST, Mon December 6, 2010
Acer and HP ship less PCs in November due to iPad
Both Acer and HP are still seeing drops in notebook shipment numbers owed in part to an ongoing iPad effect, PC component firms claimed on Monday. The companies were originally slated to have shipped 3.6 million and four million notebooks each in November but have reportedly had to scale back to maximums of three million and 3.4 million, a reduction of 600,000 below what each had originally thought. Their shipments were to help clear unsold stock, the insiders told Digitimes, owed partly to a tablet market which Apple continued to dominate.
Shipments would improve slightly in December to 3.1 million for Acer and 3.7 million for HP, although it wasn't said whether these were lowered numbers as well.
Lowered figures could be dangerous for the two system builders, both of whom are in vulnerable positions. Acer sank back in share this summer in a possible hit to its netbook sales, and HP lost notebook revenue over its own equivalent quarter. The two are likely to still be two of the largest computer firms but may see smaller companies gain ground.
Despite formal denials in its most recent fiscal results call, Microsoft has unofficially acknowledged that tablets were hurting netbooks as customers looking for a lightweight computer have looked to the more unique and more portable design popularized mostly by the iPad.