Netbook sales shrivel in face of Apple iPad
44% of tablet fanbois don't need keyboard
A new study indicates that the Apple iPad will shrivel the netbook market.
Fortune points us to a March study from financial house Morgan Stanley and research outfit Alphawise that says 44 per cent of US consumers planning to buy an iPad will opt for the Jobsian tablet instead of new netbook or notebook.
As you might expect, the study also indicates the iPad will eat into sales of the iPod touch, a, well, smaller version of the iPad. According to the study, 40 per cent of future iPad buyers will shun the iPod touch.
Meanwhile, 28 per cent said they would buy an iPad rather than an ereader, and 27 per cent they choice the tablet instead of a destkop.
Separate Research from Morgan Stanley and NPD shows that netbook sales growth dropped precipitously in January, from 179 per cent the month before to 68 per cent. The financial house attributes this to the announcement of the iPad. But it's January data dates to about two weeks before Steve Jobs unveiled "magical and revolutionary" device, and netbook growth had been steadily falling since it peaked in July at 641 per cent. Plus, we can't help but wonder if the netbook market was simply approaching a saturation point.
Netbook growth not growing
That said, hefty rumors of the iPad predate Jobs' announcement by several months. And netbook growth has shrunk even more since the announcement. In April, when the iPad actually launched, growth was down to 5 per cent. ®
Cause and effect?
has anyone considered that the reduction in netbook GROWTH may be simply down to the possibility that everyone who wanted one has one. Simple market saturation. The tablet market is empty so it's reasonable to assume that there would be one or two sales there. I don't see any reason at all to assume there is a connection.
I'm very happy with my eeePC901 running ubuntu 10.4 and see no likelihood of me replacing it any time soon - it's too damn useful.
So lets get this straight, only 44% of people planning to buy an iPad are planning to buy an iPad instead of an netbook.
So anyone planning to buy a netbook isn't a candidate for this piece of market research.
Makes you wonder what percentage of people looking to buy a netbook are planning to buy a netbook instead of an iPad.
Shows that most iPad users are consumers.
Those of us that need to use full sized productivity programs will end up using netbooks or laptops. Others can manage just fine with their fingers on a touchpad. Of course, it could also mean that the netbook market is saturated. It's not as if they do the Apple thing and bring out incremental changes every year and significant marketing knowhow to entice buyers to upgrade.
This comment was brought to you via a netbook and a 3.5G (21Mbps) USB modem.