According to analytics firm DisplaySearch, Apple has officially passed HP (by nearly 4 million units) to become the top PC manufacturer worldwide with a 21.1% share. However, these numbers are somewhat controversial given the fact it includes iPad sales in the stats, a device that makes up 80% of Apple’s total PC shipments in Q2.
The research notes tablet shipments are up almost “70% Q/Q and over 400% Y/Y”, while notebook shipments were down 2% Q/Q. This just reinforces the fact that the iPad shipments greatly inflate Apple’s market lead in the “Mobile PC Market”. Even with incredible growth in the tablet market (thanks to the iPad), the 48 million notebook PCs shipped in Q2 2011 still greatly outweigh tablet shipments of 16.4 million. If you take tablets (iPads) out of the equation, Apple’s frenemy Samsung still tops the list for growth, up 44% for shipments Y/Y.
Apple shipped 3.9 million units more than HP’s 9.7 million units, making for a total of approximately 13.6 million MacBooks and iPads. The report also notes that PC shipment worldwide growth is on the rise even without Apple, noting “non-Apple tablets reached over 5.6 million units for the quarter” putting Y/Y tablet shipments up 25%.
From the report:
“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.”