Apple: We Shipped More iPads Last Quarter than Any PC Maker Shipped PCs

by Anand Lal Shimpi on 3/7/2012 1:16:00 PM
Posted in Tablets , Apple , iPad , Trade Shows

Here's an interesting chart Apple just threw up at its iPad event today. Apple shipped 15.4M iPads last quarter, more than any PC vendor was able to ship PCs out of their own product lines. Granted the implication here is that PCs and iPads are replacement goods for one another, but I'm not entirely sure that's true. The two categories seem very complementary to me. What does seem to be happening however is tablet purchases like the iPad may extend PC upgrade cycles (e.g. I'll put off a PC upgrade for another year or two and just get a tablet this year), which is reason for concern if you are a PC vendor.

Print This Article 7 Comments View All Comments Post a Comment yup... by apinkel on Wednesday, March 07, 2012 I think there are a few people who could get by with a tablet instead of a PC but I do think that is a pretty small group of the overall PC market. I think in most cases the ipad is a companion to PC as opposed to a replacement.

Also, they obviously are framing these numbers in their favor here, but my take-away from that graphic is that around 85% of all larger screened personal computing devices are PCs. I actually would have thought that they had a larger market share based on all the discussion you see of the ipads. apinkel Reply Limited appeal by meloz on Wednesday, March 07, 2012 Tablets are content consumption devices, not true replacement for a notebook let alone a desktop. They can be good as your second or third 'computer', but are no substitiue for the sheer power a modern desktop provides. If you want to do something productive you need a PC. This is an inherent limitation of the tablet form factor itself which cannot be wished away.

Tablets are today where netbooks were a couple years ago. These trends come and go, the desktop will endure. meloz Reply RE: Limited appeal by ant1pathy on Wednesday, March 07, 2012 Of course desktops will still be around. But there are a huge number of people who don't do anything beyond what a tablet offers. Expect to see the tablet market to boom and desktop shipments to fall quarter after quarter. ant1pathy Reply People dont get it by B3an on Wednesday, March 07, 2012 Yet many PC users dont seem to understand why MS are now targeting tablets so heavily with Win 8. They will sell extremely well. I see no reason at all to buy an iPad or even a laptop (for most people) once Win 8 tablets are out. They will do far more, work with all PC peripherals, can be transformed in to full PC with keyboard dock + mouse, and have the best touch UI around. B3an Reply RE: People dont get it by Taft12 on Wednesday, March 07, 2012 I hope you're being paid for the advertising, but cheerleading aside, a huge problem for MS even if Win8 is great is I see no reason to think the tablet market wouldn't already be saturated by the time they get a product to market. Anyone who has decided they want a tablet will already own one. Taft12 Reply RE: People dont get it by Fleeb on Wednesday, March 07, 2012 Does that mean it will be pointless for the next iPad or Transformer since people already own one? Fleeb Reply Apple Being Misleading by PDXGeek on Thursday, March 08, 2012 Apple is obscuring the picture here. If we were to compare actual RAW shipments vs iPAD shipments the graph would look dramatically different. The real numbers would show that PC shipments were 49.8M while iPADs were 15.4M. These numbers don't even include the full PC picture, as several vendors are left out, including Apples own PC shipments. PDXGeek Reply Subject Comment Post Comment Please login or register to post a comment.
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ARM: chips shipped in 1.2bn mobile devices in Q4 alone

Record growth for chip makerMobile phones News By John McCann Tuesday at 09:55 UTC | Tell us what you think [ 0 comments ]

Tweet ARM flexes its muscle, but Intel is on the march

Chip maker ARM has announced its processors were used in 1.2 billion mobile devices in Q4 2011.

The impressive stat marks a 10% year-on-year increase for UK-based ARM and shows its dominance in the mobile and tablet markets.

The figure was released along with ARM's financial report for 2011, which saw its profits sky rocket to £229.7 million for the year – up 37% on 2010.

Weapon of choice

ARM will be looking to maintain its dominance in 2012, promising the arrival of "true superphones" as LTE and 4G begin to make their way round the world.

Companies such as Intel are looking to crash the ARM party this year, after the American outfit launched its Atom Z2460 at CES 2012.

However Intel's offering is a single core chip and with dual-core now the norm and quad-core phones on the horizon of a MWC 2012 launch, will manufactures take any notice of the Atom chip?

Yes – and for one reason, power consumption. Intel has managed to tune its Atom chip to deliver extended battery life without compromising performance. This efficiency is something Intel believes its rivals can't match.

One thing is for sure, we're in for an interesting battle in 2012. We are going to see super powered phones and that long-awaited extended battery life we have been waiting for.

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1bn ARM chips shipped in mobile devices in Q3

ARM shipped a whopping one billion chips in mobile devices in the last quarter, with profit before tax up 44 per cent year on year.

The British chip giant announced its A7 processor last week, but its older technology is still doing the business, and the Q3 figures paint a healthy picture.

On top of 1 billion chips in mobile devices, ARM declared that 900 million chips were shipped in consumer and embedded devices – a 40 per cent increase.

Driving Licenses

CEO Warren East said: "In the third quarter of 2011, we saw a continued high level of design activity with many new customers licensing ARM technology for the first time, driven by end market requirements for smarter, low-power chips.

"Demand for our technology has come from a broad range of applications, from sensors to computers.

"Over the last year we have seen strong growth in shipments of ARM technology-based chips, with a 50% increase of shipments into non-mobile markets such as digital TVs, microcontrollers and networking applications.

"Royalty revenues in Q3 have been impacted by the below seasonal growth in the semiconductor industry, but we continue to gain share.

"With customers looking to design ARM technology into a widening product portfolio, ARM is continuing to invest in the development of new products to drive long-term growth in our revenues, profits and cash."

With products sporting the Cortex A15 processor expected in 2012, and 2013 likely to see a raft of lower cost smartphones with ARM's A7 processor, it's certainly a positive time for ARM.

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