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PC makers must be encountering a robust sense of panic. Not only have Microsoft and HP all but announced that they don’t have an effective response to the iPad — killing two would-be competitors before they even shipped — but now fresh data says that Apple’s latest creation is cannibalizing netbook sales.
Quoting data and analysis from Morgan Stanley’s Katy Huberty, Fortune reports that netbooks,
Microsoft Office 2010 Product Key, which had been posting double and even triple digit growth, are the iPad’s latest victim. Moreover, the decline — plummet is perhaps a better word — started in January, even before Steve Jobs strode onto the stage at San Francisco’s Moscone Center to introduce the iPad.
It would seem that iPad hype alone was enough to pour cold water on netbook sales growth back in January. Further, the most common criticism of the Apple tablet, both before and after it shipped, that it’s just a “big iPod touch” has been turned on its head with the mothership selling more than 1-million units in the first 28 days alone.
Yes, that second chart is very, very interesting indeed as the boring old iPod touch and it’s bigger brother, the iPad (a.k.a. the iPod touch on steroids) are the number one and number two reasons people are no longer buying netbooks, accounting for 65 percent of the total.
Further, although the Morgan Stanley data doesn’t breakout the numbers for laptops and desktops by vendor, I’d like to know what percentage of those people were buying Macs?
This news comes on the heals of reports that Microsoft and HP have killed the Courier and Slate, respectively.
So, wow, netbooks are obtaining hammered by the iPod touch and iPad. Further,
Office 2010 Key, Pc makers have all but announced, at least in the short term, they don’t have anything to compete with the Apple mobile juggernaut.
Do you Android-based tablet makers stand a chance?
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