Apple is riding a wave of success now and is disrupting the mobile PC market for its competition. KPCB says that social networking will drive the mobile PC market for the rest of this decade. Facebook has 662 million users and Twitter has 253 million users which will continue to grow. TechEYE points out that mobile products now have more processing power, improved user interfaces, and lower prices meaning that there are now ten times more mobile devices globally than a decade ago.
TechEYE says that the link between social networking and mobile devices can be seen clearly in the Japanese market where a general rise in access to social networking sites has increased, while the number of people accessing them from a traditional PC has steadily decreased – 85 percent of users accessing sites from mobile devices in the last quarter of 2010.
Surging iPad shipments have propelled Apple (AAPL) to a 17.2% share of the global mobile PC market. ITnewsLink reports that this puts Apple at the top of the Q4’10 DisplaySearch market share ranking of worldwide mobile PC shipments. The preliminary results from the Quarterly Mobile PC Shipment and Forecast Report says Apple shipped more than 10.2 million notebook and tablet PCs combined. This was nearly a million more units than HP in Q4’10. ITnewsLink quotes Richard Shim, Senior Analyst at DisplaySearch on Apple’s success.
“While we anticipate increased competition in the tablet PC market later this year with the introduction of Android Honeycomb-based tablets, Apple’s iPad business is complementing a notebook line whose shipments widely exceed the industry average growth rate. Apple is currently benefiting from significant and comprehensive growth from both sectors of the mobile PC spectrum, notebooks and tablet PCs. Cannibalization seems limited at this point.”
The top five brands in the mobile PC market Q4’10 are:
The top five brands accounted for 65.4% of the total mobile PC market. In Q4’10, worldwide mobile PC shipments (including tablet PCs) reached 59.6 million units according to DisplaySearch.
The drive to keep up with the Jobs’s will cause supply chain disruptions for Apple’s mobile PC competition TechEYE says. DigiTimes reports that supplies of notebook components are running short, including CMOS image sensors, chassis, batteries, and LED’s. TechEYE sources report that touchpads are suffering the most serious shortage as a result of Apple hogging the supply from manufacturers such as Wintek and TPK. Reports are that Apple has reserved 60% of global touchpad production capacity. RIM (RIMM), Motorola (MMI), HP. HTC, Samsung, LG, and Dell now all have to fight it out for the remaining 40% of touchpads.
TechEYE predicts that panels will be like gold dust. Bob Raikes, Managing Director at Meko, The European Display Market Research specialist, told TechEye, “Touch technology also tended to limit the visual quality of the display … Then Apple’s iPhone started to use projected capacitive touch technology. which didn’t degrade the image and allowed a new level of user experience.”
In the last year, there has been a huge swing to use projected capacitive technology in high volume portable devices, and the supply chain has struggled to catch up. Chunghwa Picture Tubes is teaming up with Compal, one of the biggest manufacturers of laptops for multinationals, to piece together a business in touch panel glass. Compal recognizes that tablets are here to drain the world of its glass supplies and wants to capitalize.
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Looks like Steve Jobs is at it again. In the past, Apple bought up flash memory stores to secure an advantage for their iPod MP3 players. You have to imagine that the rest of the tablet field is none too pleased with Apple’s tactics.
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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.




