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Acer, HP still facing dip in notebooks due to iPad

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.

by MacNN Staff



  1. iphonerulez

    Joined: Dec 1969


    It's still hard for me to understand why

    the iPad is popular considering all the pundits who claim that the iPad is a totally useless device even though it is being quickly adopted by many corporations and many different job sectors. What makes it very useful to one group and totally useless to another makes no sense at all considering it's the apps that change the iPad's use. I wonder if the same could be said about a toaster, blender or TV set in being totally useless to the average consumer.

    Also, companies claiming that the iPad has no impact on netbook sales even while decreasing netbook manufacturing. That also doesn't make any sense, unless they're saying that the economy is bad enough to decrease sales. Then why would an iPad that cost more, have higher sales than a netbook costing less? This must be a world of distorted or misinterpreted numbers.

  1. WaltFrench

    Joined: Dec 1969


    Pundits Clueless -- Details at 11

    @iphonerulez, the question is whether the iPad, in concert with a user's OTHER devices, is enough of an enhancement for some purpose that it'll justify a purchase.

    Pundits are GREAT at understanding what's gone on for the last ten years, but unfortunately learn those lessons TOO well sometimes. They don't understand how new functions -- say, the ability to either browse the web or read a book or watch a movie while resting in bed -- might matter because they have no history.

    Positive example: our espresso machine was a leap of faith. Counter space is expensive, but we use it 2X a day now, way more than we thought. No history of cranking out a quick cup of coffee before work or after dinner. Negative, also in the kitchen: no matter how much I want my foodie wife to have all the tools she wants in her explorations, those big KitchenAid mixers don't serve a useful function given her preference for whipping cream by hand, mixing dough with a spoon and etc. The big mixer might be a wonderful device for many, but it doesn't warrant hiding a few square inches of granite, making the counter useless for slicing veggies.

    Back to the iPad, the features are so innovative that nobody knew they mattered: instant-on. Always with you. Continue work/read/play at the breakfast table, the train, the office, in the living room and then in bed. In short spurts or long spans. OK, it's lousier for typing and nobody in their right mind will try to build monster spreadsheets or the Great American Novel on 'em. But those of us who do that already have tools for those tasks.

  1. Nigel2112

    Joined: Dec 1969



    For monster novels I got a 17" Powerbook for less than the price of a base iPad.
    My latest work is called 'How to Advance Your Career Through Marriage'.
    It'll be a best seller, but not for another 300 years.

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