That rocket ship-like Apple uptake in the chart above occurs when you count iPad along with notebooks as one, giant portable market. If you don't count it, Apple falls behind the likes of Acer, ASUS, Dell, HP, and Samsung.
While no doubt debate will continue to rage over just how to meld the PC and post-PC categories, and the tablet iPad market, Deutsche Bank's Chris Whitmore mass t
Within the computing market, we see significant opportunity for Apple to take meaningful share in the second half as the Microsoft / PC ecosystem is relatively stagnant, lacking meaningful new offerings. On the other hand, Apple will be competing with an upgraded Mac OS, new MacBook Airs (and other forthcoming Macs) and a new iPad iOS. Within the Tablet market, the iPad remains the Gold Standard as competitors struggle for mindshare and traction (note HP's price cuts on the TouchPad). Meanwhile, competing PC manufacturers have suggested Ultrabooks won't ramp in material volumes until 2012 due to challenges driving price points meaningfully below Apple's Air. As such, Apple appears particularly well positioned for more share gains heading into the back-to- school and holiday selling season.
