iSuppli issues report that blames PC Sales decline in Q1 on tablets like the iPad.
The impact the iPad has on conventional PC, Laptop and Netbook sales is controversial. Some say the impact is on the low-end netbook segment and others like NPD put the impact on $500+ laptops. What is certain though is that there is an overall impact on computer sales through tablets. iSuppli issued a new report that looks at the global PC market in Q1 of this year. Worldwide PC shipments amounted to 81.3 million units in the first quarter of 2011, down 0.3 percent from 81.6 million during the first quarter of 2010. Three out of the world’s top 5 PC makers suffered year-over-year declines in shipments during the quarter.
iSuppli, no owned by IHS, sees Acer's netboook business directly impacted. Acer saw its first-quarter PC shipments plunging by 20.4% to 9.2 million units, down from 11.6 million during the same period in 2010.
“The increasing momentum of the media tablet market, led by the iPad, is creating a difficult environment for the PC industry,” said Matthew Wilkins, principal analyst for compute platforms research at IHS. “All the attention surrounding tablets contributed to weak consumer demand for PCs in the first quarter.”
“IHS believes that the jury is still out on exactly how much tablets are cannibalizing PC sales,” Wilkins said. “However, the rising number of tablet models on the market, along with certain high-profile product launches during the first quarter, caused confusion among consumers as to exactly how to view the tablet platform relative to the PC platform. This contributed to the PC sales decline in the first quarter.”