Apple reported Q1 2012 earnings yesterday with sales of iPads and Macs exceeding from far the competition in PC sales and revenue. According to Gartner, the company sold 15.4 million iPads and 5.2 million Macs, while HP’s PC sales for Q1 were 14.7 million, as well as Lenovo’s 12.9 million and Dell’s 11.6 million units. We can notice that Apple’s iPad sales alone exceeded HP’s PC sales. However, Gartner’s report doesn’t take in consideration the HP’s ill-starred TouchPad which is believed to be sold around 2 million units. Even so, HP would still not succeed to match Apple. Anyway, for better comparison, we should wait until 22 February when HP will release its Q1 2012 results.
The cheaper tablets, such as the Amazon Kindle Fire are not a danger for Apple’s market share, as long as they will continue to “innovate like crazy”. Apple’s CEO, Tim Cook, keeps sustaining that tablets will one day overtake PC’s, belief also supported by the IDC’s recent study showing tablets exceeding PC sales for 2011’s last quarter in the US. The boom of iPad sales did not affected Mac sales, tough.
For the moment, iPad is used in most cases from entertainment reasons, while PCs are used mainly for productivity. So, it’s hard for me to believe that tablets will replace PCs in the near future. I will be more impressed when a study will show that more people own iPads than PC’s.