Gartner has lowered its 2010 and 2011 global forecasts for PC
shipments, saying sales will be lower than expected due to growing
interest in Apple's iPad and other tablet computers. The research
firm said Monday that PC makers are on track to ship 352.4 million
units this year, up 14.3 percent from 2009. Gartner had predicted
in September a 17.9 percent increase.
Gartner also lowered its 2011 forecast to 409 million units, a
15.9 percent increase from this year. The firm's earlier estimate
was for an 18.1 percent increase.
Gartner analyst Ranjit Atwal said the lower estimates are based
on slower consumer sales. The drop is "due in no small part to
growing user interest in media tablets such as the iPad."
"Over the longer term, media tablets are expected to displace
around 10 percent of PC units by 2014," Atwal said in a
statement.
Because the majority of potential challengers have yet to reach
the market, the iPad is the biggest cause among tablets of slowing
PC sales. The flat computer with a 9.7-inch diagonal touch screen
accounts for more than 95 percent of the consumer tablet market
today. That percentage could change as tablets hit the market from
Hewlett-Packard, Samsung Electronics, Acer and others.
Along with tablets, future smartphones, which are expected to be
more capable than devices in the market today, will also hurt PC
sales, Gartner said. Such non-PCs offer better on-the-go computing.
While it would seem that laptops would be most affected by these
ultra-portable devices, desktop sales also will be impacted, as
cloud-based applications make it possible to use tablets and
smartphones to do tasks that once required a PC.
Gartner analyst George Shiffler blamed the PC industry for
current trends, saying it has focused too much on driving sales
through lower prices, and not enough on innovation. "As the PC
market slows, vendors that differentiate themselves through
services and technology innovation rather than unit volume and
price will dictate the future," he said.
However, the new generation of mobile devices is here to stay,
Gartner said, and businesses and consumers will look to these less
expensive devices to do more mobile computing, thereby waiting
longer to replace PCs as their importance diminishes.
Other factors affecting the PC market include expected
purchasing trends in emerging markets, where PC sales are growing
much faster than in mature markets. Gartner believes there is a
good chance that consumers in emerging markets will leapfrog PCs in
the future and move directly to alternative computing devices.