Tag Archives: Lenovo

Apple’s Macs Make More Profit Than The Top 5 PC Makers Combined [Report]

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Mac sales dropped during the first quarter of 2013, according to a recent report, but Apple’s still selling enough to make a fortune. In fact, Aysmco’s Horace Dediu reports that during the fourth quarter of 2012, the Mac business made more profit than the top five PC makers combined.

That’s more than Dell, HP, Lenovo, Acer, and Asus — put together. Apple captured 45% of PC operating profit during Q4 2012, according to Asymco, while Dell, its closest competitor, captured just 13%. HP saw 7%, Acer and Lenovo saw 6%, and Acer saw just 1%. The other 21% of profits went to “other” manufacturers.

Apple may not actually sell more units that these other companies, but it captures so much profit because its margins on Macs are so big. As you can see from the graph below, the Cupertino company makes more than $240 on average for every Mac shipped, while its competitors don’t make anything close to that.

In fact, not one of them makes more than $100 per unit.

Mac-PC-profits-per-unit

 

“The real problem for the PC vendors is not that they have such low margins–they’ve had low margins for decades. It’s that the volumes which “made up for” low margins are disappearing,” Dediu writes. “Apple is not immune to a gradual erosion of Mac volumes, but they have positioned themselves for growth with devices and content commerce and services. They have essentially “escaped” PCs and indeed caused the need to escape in the first place.”

Source: Asymco

Via: Slate

    



PC Sales Plunge In Worst Single Quarter Ever [Report]

Your time, dear traditional notebook, is limited.

Your time, dear traditional notebook, is limited.

PC shipments plummeted 13.9 percent during the first quarter of 2013 as compared to the same period of time last year, even more than the expected decline of around 7.7 percent. The International Data Corporation released its Worldwide Quarterly PC Tracker data today, and reports that these numbers are the worst quarter ever, since the IDC began tracking the PC market in 1994. This also makes it the fourth quarter in a row of year-over-year declines in PC shipments.

The IDC attributes this downward spiral to fading mini notebook sales along with the prevalence tablets and smartphones across the global market. While the industry has tried to offer touch screens and ultra slim PC systems (themselves held back by price and supply barriers), even Windows 8 hasn’t been enough to offset the sharpest decline in PC sales that the market has ever seen.

“At this point, unfortunately, it seems clear that the Windows 8 launch not only failed to provide a positive boost to the PC market, but appears to have slowed the market,” said Bob O’Donnell, IDC Program Vice President, Clients and Displays. “While some consumers appreciate the new form factors and touch capabilities of Windows 8, the radical changes to the UI, removal of the familiar Start button, and the costs associated with touch have made PCs a less attractive alternative to dedicated tablets and other competitive devices. Microsoft will have to make some very tough decisions moving forward if it wants to help reinvigorate the PC market.”

That’s not to say that Macs are selling more than other PCs, either. The IDC reports that while Apple has fared better than other vendors like HP, Dell, and Acer, the Cupertino-based company is itself seeing shrinking shipments of desktop and laptop products, and notes that the iPad may be cannibalizing those sales, as well. Rival research group, Gartner, however, shows a 7 percent growth for Mac computers in the first quarter of 2013, so it may not be as bad for Apple as it seems (Thanks, Neil!)

Lenovo saw a better than expected zero percent growth due to its own strategy on selling PCs, but no growth is exactly that.

The strongest declines can be seen across the US, Europe, and Asia, with only Japan shipping units as expected, as some economic growth helped bolster the weak demand.

It seems fairly obvious that we are in what Steve Jobs called a “post-PC world,” and the numbers are backing that up. As Apple currently has the best smartphone and tablet computing devices, they seem to be more set to weather this transition, and in fact may be the ones leading it. Google may be next in line, then, to inherit the post-PC market as traditional PC venders flounder, looking to convince consumers that PCs are worth purchasing in the same numbers as before.

Source: IDC

    



Apple & HP Rated Best For Customer Experience [Report]

using-iMac

Apple and HP have been rated best for customer experience in a study of 10,000 consumers in the United States carried out by Temkin Group. Apple took the top spot in the computer sector with a rating of 64%, while HP took second place with a rating of 62%.

At the other end of the spectrum sat Sony and Lenovo, which were the lowest-rated computer makers.

“Customer experience in the computer industry continues to improve as HP and other PC makers narrow the gap with Apple,” said Bruce Temkin, managing partner of the Temkin Group.

Temkin’s annual Experience Ratings study looks at three areas of customer experience: function, accessibility, and emotion. The first establishes whether customers can do what they want to do with their device, which the second looks at how easy it is to do it. The third covers how the customer feels about their interactions.

Apple is the highest-rated computer maker — though the company is ranked 134th across all industries — with a 64% rating. That’s one percentage point lower than the rating it received in 2012, but it maintains the company’s spot in first place. Apple led the industry in the accessibility and emotion categories.

HP received a 62% rating, which is three percentage points more than it received last year, to secure second place. Dell showed the largest improvement, however, with an increase of six percentage points which took it into third place.

At the other end of the table sit Sony and Lenovo, which both saw ratings of 54%. The pair also lost the same number of percentage points: 5.6.

Source: Temkin




Samsung Tops Apple & Nokia In China Smartphone Sales

Samsung-logo

Samsung smartphones outsold those from rivals Apple, Nokia, and Lenovo in China throughout 2012, allowing the Korean company to claim the biggest share of the Chinese smartphone market, according to the latest report from Strategy Analytics.

Nokia had claimed the top spot in 2011, but the Finnish firm has struggled to compete with Samsung’s Galaxy devices this time around, and couldn’t even make its way into the top five.

With 30.06 million units sold, Samsung grabbed 17.7% of the Chinese smartphone market, while Lenovo came in second after grabbing 13.2%. Apple and the iPhone took third place with 11% of the market, while Huawei and Coolpad bagged 9.9% and 9.7% respectively to take the fourth and fifth spots.

Nokia, who claimed a whopping 29.9% of China’s smartphone sales in 2011, grabbed just 3.7% in 2012, taking seventh place. Samsung’s smartphone sales moved in the opposite direction, increasing from 10.9 million units in 2011. The company’s success has been attributed to brand awareness, and its willingness to cooperate with Chinese operators.

China is the world’s largest smartphone market, but devices like the iPhone have struggled to sell well there due to their price. The average salary is just under $4,000 per year, which makes Apple’s smartphones too expensive. But that could change this year.

Rumor has it the Cupertino company is planning a new low-cost iPhone for China and other emerging markets, which would allow it to claim more market share and compete with companies like Samsung and Lenovo. Samsung, while famous for devices like the Galaxy S III and the Galaxy Note II, has an entire range of smartphones, many of which are affordable and cater to emerging markets.

If Apple’s low-cost iPhone can support China Mobile’s TD-LTE network — which none of the previous iPhones have — then it instantly opens the device up to an additional 700 million customers.

Via: MacNN




Apple’s $330 ‘iPhone Mini’ Could Launch As Early As This Summer [Analyst]

iphone5-camera

Apple could launch its $330 “iPhone mini” as early as this summer to boost the company’s smartphone sales in China, according to Morgan Stanley analyst Katy Huberty. It’s expected the low-cost device could provide Apple with an additional 20% of the smartphone market, adding to the 10% it has already claimed with the iPhone 5. And with smartphone prices now beginning to stabilize in China, now would be an ideal time for such a device.

However, Huberty believes a deal with China Mobile is key to Apple’s success. The iPhone is already available through China Unicom and China Telecom, but Apple is yet to strike a deal with China Mobile, which is the world’s largest carrier with over 800 million subscribers. Given that deep subscriber base, the deal could be a massive avenue of growth for the iPhone.

“We believe Apple could launch iPhone Mini at $330 (about Rmb 2,000), in-line with flagship products in China from Lenovo, Huawei, ZTE, and Coolpad,” Huberty said in an investors note on Tuesday. ”Even in a scenario of low 40 percent gross margin and 1/3 iPhone cannibalization rate (flattening legacy iPhone shipment growth), which we view as conservative, the iPhone Mini adds incremental revenue and gross profit dollars.”

$330 would be the unlocked price for the so-called iPhone mini in China, according to Huberty, which means it could be even cheaper on contract. It’s also expected to target emerging markets beyond China, but it’s unclear whether it would be available in markets like the U.S. and Europe, where Apple enjoys a lot of success with the existing iPhone.

Rumors surrounding a low-cost iPhone gained traction back in January, when both The Wall Street Journal and Bloomberg reported that the device would launch before the end of 2013. It’s also been a big talking point for analysts, who believe Apple needs to launch such a device to grow in key markets, and do battle with rivals like Samsung.

Via: CNET




Despite Overall PC Sales Falling, Apple’s Mac Business Grew In 2012

applesalespcq42012

In the Post-PC era, we’ve seen PC sales steadily decline while consumers embrace tablets. Dell and Acer have suffered huge losses while the PC market contracts, but Apple’s Mac business is actually growing year over year.

Research firm Gartner released their personal computer shipment data for the fourth quarter of 2012 today, and found that while some manufacturers are in decline, a select few have been able to increase their marketshare.

Apple held onto their third-place ranking in the U.S. with 12.3% of the market, by increasing unit sales 5.4% compared to a year ago. There were other companies that grew as well. HP increased their marketshare to 26.6% with 12.6% growth, while Lenovo grew by 9.7% and captured 8.4% of the U.S. market.

Even though Apple, Lenovo, and HP were able to increase sales in Q4 2012, steep losses by Dell and Acer lead to an overall contraction of the U.S. PC market. Sales are down 2.1% overall on a year-over-year basis.

 

Source: Gartner




For $1,799 This Guy Will Build You A 32-inch Android Or Windows 8 Tablet [CES 2013]

For $1799 This Man Will Build You a 32inch Android Tablet_SnapseedCES 2013 bug LAS VEGAS, CES 2013 - Big ass tablets “Table PCs”  have been all the rage at CES this year. Lenovo and Panasonic think that you want to throw a dance party on a big iPad on the floor. It’s amazing, but not in a good way.

Rather than waiting for everyone else to jump in on the big ass tablet craze – we’re looking at your Samsung – did you know that you can actually just pay Steven Hu, of T.S. MicroTech, to make you your own 32-inch Android tablet? Heck, he’ll even make you a 65-incher if you pay him enough.

For the modest price of $1,799, T.S. MicroTech will sell you a a 32-inch Android “table PC.” If you want to ramp up the spec war early and go bigger, they’ll make you a 65-inch table pc for $5,988. Hell, you can even get a quadcore i7 processor and 16gigs of RAM in it, plus a video camera. As far as specs are concerned, the sky’s the limit, and in the Table PC Wars it doesn’t matter how heavy these puppies are.

Steven’s company actually sells the Android tables to universities and malls as kiosks. They get the big touch displays from Samsung and then hook a small computer to the back of them. He says that they’ve been trying to make an iPad based table PC, but the closed nature of iOS makes it a lot tougher to integrate with the touch display than Android and Windows 8.

Watch out Lenovo. Steven Hu is already beating you in the Big Ass Tablet Wars, and he’s gunnin’ for that number one spot.

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Lenovo’s Absurd 27-Inch Tablet [Image]

CES 2013 bug LAS VEGAS, CES 2013 -Behold: The 27-inch tablet. I wonder if Amazon will make a Kindle app for this thing?

It’s called the IdeaCenter Horizon, weighs 17 pounds and will probably last for about five seconds on a single charge.

Via: Mobile Industry Review

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Gartner and IDC see Apple’s share of declining US PC market grow to 12.5-percent to 13.6-percent

Both IDC and Gartner are out with their reports for PC shipments in the third quarter today. While Apple is not in the top five vendors for worldwide shipments, estimates from the two firms place Apple’s share of the United States market at 12.5-percent to 13.6-percent.

According to IDC’s numbers (above), Apple captured 12.5-percent of U.S. PC shipments in the third quarter. This is up from 11.8-percent in the same quarter last year. Apple faced a year-over-year unit decline of 7 percent, but market leaders HP and Dell posted shipment declines of 18.8-percent and 16 percent, respectively. Meanwhile, shipments for the U.S. market in total were down 12.4-percent.

In comparison, the same numbers from Gartner have the total market decline at 13.8-percent. Apple hit 13.6-percent of the U.S. market, where as it had a 12.5-percent estimate for Q3 2011. Estimates from both firms put Apple’s market position firmly behind HP and Dell, despite IDC estimating fourth-place Lenovo’s growth at over 9 percent for the quarter:

Four of the top 5 vendors in the U.S. market experienced shipment declines. HP maintained the No. 1 position in the U.S. market despite a shipment decline of 19.3 percent (see Table 2). Lenovo was the only vendor among the top 5 to increase shipments. Both Acer and Toshiba shipments declined significantly due to the tough environment in the consumer market. Apple expected to have a PC shipment decline due to softness in the public market, but the company faced a slowdown in the consumer market.




Kindle Fire And Android Tablet Sales Have Collapsed In Wake Of New iPad

Despite holiday gains, Apple retakes tablet market share from Amazon and Android.

While Apple saw strong sales for all its iOS devices during its post-holiday quarter, Android tablet sales slumped, giving up any gains that Android had seen as a tablet platform during the holiday shopping season.

According to IDC, overall tablet shipments were down more than the analyst firm had expected. The decline to 17.4 million units represented a 38.4% drop off from the holiday quarter shipments of 28.2 million units – a notably steeper decline than IDC’s predicted 34% decline.

While overall tablet shipments were down, Android tablets slumped significantly more than Apple’s iPad, which gained an additional 13.3% of the tablet market.

iPad shipments dropped to 11.8 million compared to Apple’s record holiday quarter, during which Apple shipped 15.4 million iPads. However, the iPad share of the overall tablet market grew significantly, to 68% of the global market from a low of 54.7% the previous quarter.

After a strong launch, Amazon’s Kindle Fire lost significant marketshare, going from 16.8% of the market on shipment of 4.8 million units during the holiday quarter to just over 4%. Samsung tablets stole second place from Amazon, which dropped to third place and was trailed by Lenovo and the Barnes & Noble Nook at fourth and fifth in overall market shipments.

“Apple reasserted its dominance in the market this quarter, driving huge shipment totals at a time when all but a few Android vendors saw their numbers drop precipitously after posting big gains during the holiday buying season,” said Tom Mainelli, research director, Mobile Connected Devices at IDC. “Apple’s move to position the iPad as an all-purpose tablet, instead of just a content consumption device, is resonating with consumers as well as educational and commercial buyers. And its decision to keep a lower-priced iPad 2 in the market after it launched the new iPad in March seems to be paying off as well.”

Still, the research firm sees Android as down but not out of the tablet game.

“It seems some of the mainstream Android vendors are finally beginning to grasp a fact that Amazon, B&N, and Pandigital figured out early on: Namely, to compete in the media tablet market with Apple, they must offer their products at notably lower price points,” Mainelli added. “We expect a new, larger-screened device from Amazon at a typically aggressive price point, and Google will enter the market with an inexpensive, co-branded ASUS tablet designed to compete directly on price with Amazon’s Kindle Fire. The search giant’s new tablet will run a pure version of Android, whereas the Fire runs Amazon’s own forked version of the OS that cuts Google out of the picture.”

Source: IDC