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Sunday, April 24, 2011

Toshibaa & Apple Only PC Vendors To See Growth In U.S 2011

Apple and Toshiba Laptops

For most Windows PC vendors it was a rough first quarter in the United States for PC shipments, except for Toshiba. The new PC shipments estimates for the first quarter of 2011 have been released today by research analyst group International Data Corporation (IDC). In the new figures the only two vendors that experienced any growth were Apple and Toshiba.

For Apple they still held tight in their 4th position in terms of market share with 8.5 percent total market share in the U.S. but the Cupertino giant did move 1.375 million Mac systems in the first quarter earning them the number two spot in growth for the quarter.

Toshiba placed just ahead of Apple in U.S. market share with 10.3% total for the country and their shipments for the quarter have been estimated as being 1.375 million units which puts them at the lead for growth in Q1 2011.

HP Pavilion dv6t Quad Edition Series

As for other top PC vendors HP, Dell and Acer Group (Acer, eMachines, Gateway and Packard Bell) were all down for the first quarter. The biggest drop for Q1 went to Acer Group who experienced a drop in shipments by a whopping 42.1%. The next big loser in Q1 was Dell who saw a drop of 11.8% in shipments here in the U.S. and behind them was HP who dropped a mere 2.4% in total shipments.

For the rest of world outside of the U.S. the PC shipments were down on the whole by 3.2%, according to IDC numbers. The biggest market share on a global scale belongs to HP at the moment who has 18.9 percent total market share, Dell places second globally with 12.8 percent.

All of those drops by the way is being compared to Q1 of last year 2010. You can see the full chart just below for the U.S. PC shipments for both Q1 2011 and Q1 2010.

IDC United States PC Shipments Q1 2011

Saturday, April 23, 2011

How The iPad Changes PC Design

Consumers prefer light to heavy. Thin to thick. And that's why more laptops will, slowly but surely, begin to imitate the internals of the iPad.

Reason #1--Flash memory: Apple's iPad (not to mention the iPhone) is a major force driving flash memory development and production. Apple obviously has a thing for flash chips (so much so that it has periodically made headlines about its ravenous appetite for this silicon delicacy).

Laying down a solid-state drive (aka flash drive) on the main system board can alone make for a much smaller, lighter design (see photos). Want more proof? Just look at this teardown of the 2011 MacBook Pro to see the relatively large size of a standard magnetic hard disk drive.

And witness what's been occurring over the last couple of weeks. Flash memory and solid-state drive manufacturers like Micron-Intel, Toshiba, and SanDisk have all been tripping over themselves to announce denser flash memory. Here's what Micron Technology said: "Intel and Micron...expect to unveil samples of a 16GB device, creating up to 128GBs of capacity in a single solid-state storage solution that is smaller than a U.S. postage stamp."

Translation: next year denser, less expensive flash drives and solid-state drives. And, I predict, more laptops like the Air and Samsung's Series 9. Though higher-performance solid-state drives will likely never rival the gigabyte-per-dollar economics of the magnetic HDD, they will finally come down enough in price that 256GB (or larger) solid-state storage won't be a barrier to mainstream market designs in the last half of 2012.

The iPad 2's main circuit board: More ultra-portable laptops will mimic the iPad's internals.

The iPad 2's main circuit board: More ultra-portable laptops will mimic the iPad's internals.
(Credit: iFixit)
 
The 2010 MacBook Air's main board, like the iPad's, packs a lot into a small space. And, come to think of it, the Air preceded the iPad (and the iPhone arrived before both).

The 2010 MacBook Air's main board, like the iPad's, packs a lot into a small space. And, come to think of it, the Air preceded the iPad (and the iPhone arrived before both).
(Credit: iFixit)

Reason #2--Processors: small, power-efficient ARM chips will gain in performance as manufacturing process technology advances and land in more feature-rich personal computing devices. Designs like Apple's A5 (and future A6) and Nvidia's Tegra are already taking on some of the characteristics of PC processors (two cores with symmetric multiprocessing). At the other end of the spectrum, Intel is racing to get its processors into tablets and even smartphones. And, more generally, Intel's PC-class processors are emulating chips like the A5 by packing more functionality onto the main processor, resulting in more power efficient silicon (the hallmark of the A5). Proof of the latter trend will come this summer when Apple puts Intel's most power-efficient Sandy Bridge chips into the MacBook Air.

Reason #3--Aesthetics: I think it's safe to say that consumers seem to like the iPad. Form and function combine to make it irresistible for many business users and consumers. By extension, this applies to the MacBook Air and similar laptop designs that emerge.

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