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IDC: Apple's iPad killed Acer's sales in fall

updated 06:20 pm EST, Wed January 12, 2011

IDC Q4 2010 shows Toshiba up past Acer, Apple

Apple's iPad cut dramatically into Acer's sales this fall, IDC estimates showed today. In the US, Acer's computer numbers plunged 28.5 percent compared to a year ago, dropping it from 11.8 percent share at the end of 2009 to virtually tie Apple's share at 8.8 percent. Apple itself was the fastest mover and jumped from 7.2 percent a year ago to reach 8.7 percent.

Toshiba was helped by Acer's slump and may have cannibalized those users who didn't buy an iPad instead. Its pace was only slightly slower than Apple's and was helped by its larger established share to move up to 9.8 percent of American notebooks. HP and Dell kept their leads but both dropped over five percent each.

Worldwide, the iPad's effect on Acer was still pronounced as its market share dropped 15 percent, to 10.6 percent, and nearly let fast-moving Lenovo take third place. HP still lost a slight amount of share, but Dell grew internationally where Toshiba also moved up.

Combined, PC shipments as a whole were sluggish and only climbed 2.7 percent worldwide and were ultimately down 4.8 percent in Apple's home country.

IDC directly blamed Acer's poor results on "lackluster sales" of netbooks, its previously favorite category, and strong sales of the iPad. PC demand had been hurt by the "stellar uptake" of tablets in the fall and led many to either have no money left over for a full computer or to have no interest in getting one. The company was hurt beyond the US and felt a similar blow in Europe. HP was also impacted, the analysts said.

The situation was only likely to get worse in 2011, Research Director David Daoud said. A rush of tablets such as the Motorola Xoom could "put a dent" in the computer market. Many are either leery of continuing to buy new systems or are tired of the usually Atom-based netbook designs.

"Consumer fatigue is playing an important role in many markets as the [netbook] surge wanes and consumers watch their spending and evaluate other products," Daoud said.

For all of 2010, Apple's success with Macs and impact on other PC makers with the iPad helped it tie almost exactly with Toshiba for fourth place and 8.8 percent share in the US. Acer held third but lost share at 10.7 percent, while HP and Dell also lost some ground at 25.9 percent and 23.1 percent each.

by MacNN Staff



  1. imactheknife

    Joined: Dec 1969


    BUt But BUt

    But Acer is going to kill Apple this year in Tablet sales, laptop sales and everything else just wait!!!!!!!!! We will even have better customer service and satisfaction ratings to will see...BUY ACER STOCK NOW!!

  1. Foe Hammer

    Joined: Dec 1969


    Don't Look Now, Mr. Lanci ...

    ... but you may want to expedite those backup plans you had to launch your Gianfranco line of perfume and cosmetics.

  1. macbones

    Joined: Dec 1969


    So. . .

    Apple's tablet doesn't count as a computer, but Acer's netbook computer sales took a big hit thanks to Apples tablet. Acer will launch a tablet computer next year, and that will be counted as a computer but the iPad won't. . . I don't understand the math.

  1. JeffHarris

    Joined: Dec 1969


    Netbooks are Disposable

    So, people tried out El Cheapo Junkbooks, decided they weren't good enough, told their friends and colleagues and bought something else. iPads, notebooks, whatever. Word gets around, sales of junk books plummet. Acer's razor thin bottom line is hurt.

    I've heard people talk about their netbooks and most seem to consider them to be experiments and cheap disposables: the paper cups (or Pampers) of computing, as it were.

  1. SockRolid

    Joined: Dec 1969


    The next netbook innovation: flushability.

    @JeffHarris - "...experiments and cheap disposables: the paper cups (or Pampers) of computing, as it were..."

    BIngo. I think the next step for netbooks is to make them soften in water. So you can flush them down the toilet like used diapers.

  1. facebook_Greg

    Via Facebook

    Joined: Jan 2011


    Just the start

    This is just the tip of the ice berg. Apple is sucking up market share left and right and no one else can even get a competitive product to market. Apple is converting PC users at an unbelievable rate.

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