iPad Eats Into Notebook Sales
iPad is the hottest Christmas gift this season, but a group of companies are unhappy about it. Chip maker Intel and AMD are the feeling of pain eats iPad tablet in sales and consumer demand for notebook computers. “Represented the last quarter or two tablets by a disturbance in the notebook market,” Dirk Meyer, AMD president and CEO, told financial analysts Thursday. “If you are five people in the industry you ask five different answers as to what extent it was cannibalization of tablets with Netbooks or notebooks such as Lenovo Ideapad Y560d get.”
But the bottomline is that the iPad, the sale of laptops has been slaughtered. AMD is not alone in viewing the iPad as disruptive to the traditional laptop business. Earlier this week, Intel CEO Paul Otellini told analysts that the iPad will “probably” PC-notebook sales violated. In the long run, however, Otellini believes the iPad will help the category of consumer electronics like what netbooks. But there is a big difference. So far, the two large tablet IPAD Galaxy and the upcoming Samsung and Research In Play Tab Book don’t-use of motion-chips from the traditional PC chip manufacturer.
“Intel will launch the expectations to manage better to admit that iPad would cannibalize PC growth, but it was the event that it is positioned in other tablets made,” Mark Lipacis, an analyst at Morgan Stanley wrote in a research note. “We remain challenged, Intel-based non-Apple tablet, the meaningful revenue for Intel can find drive.”
Since Apple launched the iPad in April, the company has sold more than 3 million units, the category has a second life. Other companies like Dell, Samsung and RIM BlackBerry makers have announced new tablet, but the IPAD is the market leader for now. Meanwhile, the halo effect from the iPad PC sales for Apple has fired. Apple overhauled Acer become the number three PC maker in the U.S. in the last quarter, according to IDC.
“Apple’s growing influence on the PC market, particularly in the U.S., as the company has iPad had some negative effects on the mini-notebook market,” said Bob O’Donnell, IDC vice president for clients and displays. “But the halo effect of the device also helped drive Mac sales and the company moved into the number three in the U.S. market.” For AMD and Intel, which can not be good news. In contrast to the netbook category, which helped sales rise of chips for these companies, the explosive growth of tablets could reduce their influence, if not to jump on the trend.
And that is exactly what Intel hopes to do with his MeeGo operating system. Meego is a Linux-based operating system for mobile devices, Intel co-developed with Nokia. A key executive departure messages or smartphone operating system is running will not be available until sometime next year has left Intel and Nokia are fighting to stay on course with Meego. But a German company WeTab provides a basis MeeGo tablet. Intel says more MeeGo tablets based on the market next year. Ultimately, tablets is “additive to the bottom line, not away from him,” Otellini said analysts. But if some Intel chip will soon market-based tablets, which may be at risk simply wishful thinking.
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