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Worldwide Mobile-PC Shipments Reaches 64.4 M. Unit in Q2: DisplaySearch

2011/08/29 | By Quincy Liang

Taipei, Aug. 29, 2011 (CENS)--The mobile personal computer (PC) market is changing as Apple Inc. shipped over 13.5 million mobile PCs in the second quarter, a 136% year-on-year (YoY) shipment growth, overtaking HP for the top spot, according to DisplaySearch.

Worldwide mobile PC shipments (including notebook and tablet PCs) reached 64.4 million in the second quarter, up 10% quarter-on-quarter (QoQ) and 28% YoY. Among the top five players, Acer experienced the largest decline in shipment growth. Acer's shipment growth declined in the second quarter, falling 4% QoQ and 12% YoY,

The major display-market research firm said that nearly 80% of Apple'ss mobile PC shipments were iPads, which reached over 10.7 million units, for 107% YoY growth. Apple's total mobile PC shipments (notebook and tablet PCs) were 3.9 million units more than HP's nearly 9.7 million units for the second quarter.

From a category perspective, tablet PCs continue to be the engine of growth for the mobile PC industry. Tablet PC shipments were up nearly 70% QoQ and over 400% YoY with nearly 16.4 million units shipped in the second quarter. Notebook PC shipments were down 2% QoQ but up 2% YoY with nearly 48 million units shipped in the second quarter.

DisplaySearch said that a consumer notebook-PC adoption slowdown continues to hold back the industry following a 2% YoY drop in shipments in the first quarter.

"Preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline," said Richard Shim, Senior Analyst for DisplaySearch. "While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization." Tablet PC shipment results show that even after removing Apple from growth rate calculations, worldwide YoY tablet PC shipment growth reached 25%, and shipments of non-Apple tablets reached over 5.6 million units for the quarter, DisplaySearch said.

Preliminary Q2'11 Worldwide Top5 Mobile PC Shipment Rankings
Rank Brand Units (millions) Share
1 Apple 13.6 21.1%
2 HP 9.7 15.0%
3 Dell 7.5 11.6%
4 Acer Group 7 10.9%
5 Lenovo 4.8 7.5%
Source: DisplaySearch Quarterly Mobile PC Shipment and Forecast Report