iPad makes Apple the #1 PC maker in the US?

As we wait on Apple's Q4 earnings report later today, it's interesting to look at the graphic above and see just what a profound effect iPad sales have had, and are likely increasingly to have, on the US PC market. Deutsche Bank's Chris Whitmore:

  • The U.S. PC market grew an anemic 4% year-over-year in calendar Q3 without the iPad, according to IDC. Include the iPad, as Whitmore feels one ought to, and that growth jumps to a robust 24%.
  • Exclude the iPad, and Apple's (AAPL) PC sales grew 24% year-over-year. Include them, and Apple's unit sales soared roughly 250%. By comparison, Hewlett-Packard (HPQ) grew 3% year-over-year and Dell (DELL) units fell 5%.
  • When the iPad is part of the mix, Apple's share of the U.S. PC market is about 25%. That makes it the market leader, having gained a remarkable 18 points in the space of two quarters.

Add to that: Apple makes good margins on a $500 iPad, a device with great build quality, materials, and consumer appeal. Other manufacturers typically make razor thin margins on $500 netbooks/laptops, which are also typically poor devices with lousy build quality, cheap materials, and consumer appeal attached only to the price tag.


Rene Ritchie

Rene Ritchie is one of the most respected Apple analysts in the business, reaching a combined audience of over 40 million readers a month. His YouTube channel, Vector, has over 90 thousand subscribers and 14 million views and his podcasts, including Debug, have been downloaded over 20 million times. He also regularly co-hosts MacBreak Weekly for the TWiT network and co-hosted CES Live! and Talk Mobile. Based in Montreal, Rene is a former director of product marketing, web developer, and graphic designer. He's authored several books and appeared on numerous television and radio segments to discuss Apple and the technology industry. When not working, he likes to cook, grapple, and spend time with his friends and family.