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A financial analyst’s report has raised the question of whether the launch of Apple’s iPad has caused a collapse in sales of netbooks. Katy Huberty of Morgan Stanley has noted the annual growth in sales of netbooks has fallen from 641 percent last July to 5 percent this April.
The figures are somewhat complicated by the fact that the figures Huberty uses are not for sales themselves, but rather for the relevant year-on-year growth figure for each month. So even at the bottom of the “slump”, the figures for April,
Genuine Office 2007, netbook sales are still up on last year.
It’s also arguable that the growth rate would drop dramatically given that the 2009 “growth” was in comparison to 2008, when the netbook market had yet to take off to any major degree.
Another mitigating factor is that the biggest drop took place in January. That could easily explained by netbooks being a lot more likely to be given as Christmas gifts than more expensive computers.
The theory some are floating is that the drop in growth rate coincides with the official announcement of the iPad,
Office Home And Student 2010, though it’s now been noted that the “January” figure from Huberty is from data gathered two weeks before that announcement.
Where Huberty’s report does have some firmer evidence is often a separate survey which found that 44 percent of people planning to buy an iPad said they were doing so instead of buying a notebook.
The iPod touch, electronic readers,
Microsoft Office 2007 Key, desktop computers and portable video game consoles were all also mentioned as planned purchases dropped in place of the iPhone.
The bad news there for Apple is that 41 percent of iPad buyers said it came at the expense of an iPodtouch,
Microsoft Office Home And Student 2010, while in both the notebook and desktop categories, just over half of people buying an iPad instead would have got an Apple computer.
Related Posts: Apple iPad already harming netbook sales Netbook shipments double in down economy Could the Apple iPad replace desktops & laptops? Is the netbook fad set to fizzle? A lot more evidence for the “iPad kills netbooks” camp