In the second quarter of 2010, shipments of mini-note/tablet computers were down 4% quarter-to-quarter (Q/Q), but up 29% year-over-year (Y/Y). However, without the 3.3 million iPads shipped in the quarter, shipments of mini-note/tablet PCs would have been down 14% Q/Q and 13% Y/Y.
Clearly, there was an “iPad Effect” in the portable computer market, according to a new DisplaySearch report (http://www.displaysearch.com), which also tracks tablet computers five inches and larger. The effect might have been even more pronounced, but Apple struggled to fill demand, with shipment times listed as 7-10 business days for all of the second quarter of 2010 (Q2’10), and shipments into Japan and China were just beginning at the end of the period, says the research group.
Overall, the portable market posted strong Y/Y unit growth in Q2’10, surging 32% to 50.4M units. However, not all market segments...| Read more »