55 Responses

  1. Was wäre wenn das iPad als Computer zählt?

    [...] (englisch verion here) [...]

  2. BrianCGillespie

    Yeah, nothing for the computer manufacturers to worry about in your new graph.

    1. Spacepower

      Are you kidding? This is written by an analyst for a bank, not tech enthusiasts. I’d be concerned ( not worried) if I was Acer or Dell hovering around the 10% range with an average selling price of less than $500, where as the the average selling price of Macs are about $1300 and the average selling price of Macs plus iPads is around $850.

      Apple at 17% including iPads, means they are selling 70% more devices than Acer or Dell. All of those devices ASP is at least 50% more than of Acer and Dell ASP.

      I think the analysts entire point was to show that even though Apple has a small market share of the PC industry, if you include iPads which sell for a minimum of $500, Apple is making a boatload of money. The original graph was made to emphasize that point, I don’t think that there was any intention to mislead. If the analyst would have just graphed 3Q11 without and with iPads, no one would be complaining, except tech enthusiasts arguing the definition of a PC. But then there would not be much of a graph, for people who like graphs like investors and wall street analysts ;)

      This doesn’t even get into the details that most PC vendors need to sell between 4-5 PCs to make the same amount of profit that Apple makes from selling one Mac. An iPad probably has a profit margin of selling 2-3 PCs.

      Apple, like them or hate them, are making a lot of money. I wrote is post to counter Brian who seems to think that there is no market disruption.

  3. Jon S

    The principal error the analyst made was to repeat the Q3 column of the graph; where he added the iPad numbers on top of the Mac numbers.

    Instead he should have simply introduced one additional data series (i.e. line), not an additional column. Even if the additional data series didn’t start as far back as the others (which would have taken more time than he apparently had).

    The additional data series – even foreshortened – would have intuitively shown the relative size/impact of the combined Mac+iPad numbers without crapping all over the rest of the quantitative facts represented by the rest of the graph.

    Nice work!

    I think it would have been a lot less egregious if he’d simply made his point

    I think the analyst just made a single error that explains all of your issues (the “drama” of Apple’s lift in the last column, and the steepness of its competitors falloff in that same column).

    For some reason, the analyst created a graph that was good/normal up to the last column. But for some reason

  4. Max Shaw

    Sebation,

    While the DB graph might be wrong, its also has a very different axis then yours. The only data point that includes the iPad is the last one. All the others ones are just Mac sales which explains why they don’t include it. Also he lists Q3 twice, first without and then with the iPad. No idea why he did that, probably laziness as you said but it might not be as wrong as you think. Obviously you can’t have an x-axis that is supposed to measure time and then repeat a quarter. Just wanted to point that out.

    1. J-Doug

      “While the DB graph might be wrong, its also has a very different axis then yours. The only data point that includes the iPad is the last one. All the others ones are just Mac sales which explains why they don’t include it.”

      Which is misleading and wrong. You don’t just change the numerator and denominator for one series and one point in time if you want to produce an appropriate comparison of like trends. That’s the point.

  5. GadgetGav

    In any of these charts is “count the iPad as a computer” just shorthand for “count tablets as a computer”..?
    I know other manufacturers have tiny sales of tablets compared to the iPad, but if we’re going to add iPad sales to Apple’s numbers, it’s only fair to add the tablet sales to all the manufacturers and I haven’t seen it explicitly stated that anyone is doing that in these analyses.

  6. John Harrison

    One interesting aspect of that graph is the fact that Lenovo is on a real tear right now. They’ve doubled their market share in the four years covered by that graph. I assume that the growth is in China as I don’t see nearly as many ThinkPads as I used to. I wonder what their profit share looks like…

  7. Waltfrench

    The chart is not erroneous per se but it is set up to invite misunderstanding. I certainly was astonished on first viewing. Perhaps it originally appeared in a PowerPoint accompanied with commentary— that’s the problem with free-riding on material from others.

    And to those who worry about other tablets, don’t.

  8. TheloniousMac

    Still wrong.. You’re comparing shipped PC figures from gatner Vs sold number from Apple.

  9. John Baxter

    For those of us who grew up using slide rules, and thus gained some feel for proper values (for the placement of decimal points), the Fortune graph screamed “WRONG”. My mental reaction was something like: “The real story is a bit like that but it can’t be that drastic.”

    Thanks for doing the work of sorting it out.

  10. John

    Since you have the numbers already at your disposal, it’d be interesting to see the a third graph which included the iPad sales and Mac sales as two separate items, if you wouldn’t mind.

  11. Mat

    Thank you for your work in correcting them. That’s why banks get in trouble. Not enough watchdogs like you.

  12. iPad may make Apple world’s largest PC maker in holiday Q4 2012 | Apple Stocks

    [...] After Fortune published a graphic showing the huge impact of Apple’s iPad sales on PC market share, Sebastian Peitsch of German blog Apple Outsider painstakingly researched PC market share figures back through 2008 to offer a corrected version. [...]

  13. Nick

    Great work!

    P.S. Your site hasn’t a web clip for iPhone’s homescreen. Hope you’ll do it :)

  14. Who knows maybe it was IDGs data because…

    [...] there. While I’m sitting here waiting for my site to crash and burn, morderating comments on that other post that “miraculously” got a ton of hits I got around to reading my favorite German iOS [...]

  15. JohnB

    Thank you for the work here — analysts, wtf. Do you know if anyone has done this analysis including smart phones — ie: all consumer computing devices

  16. iPad may make Apple world’s largest PC maker in holiday Q4 2012 | Brian's Blog Site

    [...] After Fortune published a graphic showing the huge impact of Apple’s iPad sales on PC market share, Sebastian Peitsch of German blog Apple Outsider painstakingly researched PC market share figures back through 2008 to offer a corrected version. [...]

  17. Apple Ipad Tech News » Blog Archive » iPad may make Apple world’s largest PC maker in holiday Q4 2012

    [...] After Fortune published a graphic showing the huge impact of Apple’s iPad sales on PC market share, Sebastian Peitsch of German blog Apple Outsider painstakingly researched PC market share figures back through 2008 to offer a corrected version. [...]

  18. iPad may make Apple world’s largest PC maker in holiday Q4 2012 – JailBake

    [...] blog Apple Outsider painstakingly researched PC market share figures back through 2008 to offer a corrected version. His graphic portrays what Garner would have reported since 2010 if the research company [...]

  19. Rowan

    You left out Android Tablets!

    :)

    (I want to see your answer…) :)

  20. What if We Count the iPad as a Computer? | Hot Story

    [...] that spectacular “What if we count the iPad as a computer?” market share graph from a Deutsche Bank analyst last week? Sebastian Peitsch identified some serious problems with the [...]

  21. iPad may make Apple world’s largest PC maker in holiday Q4 2012 | KC-NEWS

    [...] After Fortune published a graphic showing the huge impact of Apple’s iPad sales on PC market share, Sebastian Peitsch of German blog Apple Outsider painstakingly researched PC market share figures back through 2008 to offer a corrected version. [...]

  22. El iPad arrasa en el mercado de PCs | Applesencia

    [...] El gráfico que os muestro es una versión corregida del que salió cuatro días, en el que había algunos errores de cálculo. No es tan exagerado como el primero, pero igualmente alarmante para la competencia y revelador: Apple ya está a la altura y con una clara tendencia de superar HP en este ejercicio, y ponerse en cabeza. [...]

  23. A co jeśli zaliczymy iPada do kategorii komputerów? | Makowe ABC

    [...] Sebastian Peitsch z kolei uważa, że Philip pomylił się w swoich obliczeniach. Mnie też się ten wykres nie podobał — między innymi dlatego nie pisałem o nim wtedy. Zwróćcie uwagę, że iPad nie jest sprzedawany od Q3 2011 roku — pominięto kilka kwartałów. Oto wykres jaki wygenerował Sebastian: [...]

  24. iPad may make Apple world’s largest PC maker in holiday Q4 2012 | Tablet PC Guide

    [...] After Fortune published a striking display a outrageous impact of Apple’s iPad sales on PC marketplace share, Sebastian Peitsch of German blog Apple Outsider painstakingly researched PC marketplace share total behind by 2008 to offer a corrected version. [...]

  25. Deutsche Bank räknade fel på marknadsandelar för datortillverkare | MaxiMac

    [...] sammanställdes felaktigt. Sebastian Peitsch granskade och gjorde om det hela och fick fram en mer rättvisande graf som ändock visar att Apple med iPad inräknad har tagit rejäla [...]

  26. Vielleicht lagt es ja an den IDG Daten…

    [...] ich gestern Abend damit beschäftigt war, Kommentare bei meinem anderen Blog-Eintrag zu moderieren, der “wundersam” viele Besucher hatte, saß ich vor meinem [...]

  27. iPad may make Apple world’s largest PC maker in holiday Q4 2012 | Every Single HOUR!

    [...] After Fortune published a graphic showing the huge impact of Apple’s iPad sales on PC market share, Sebastian Peitsch of German blog Apple Outsider painstakingly researched PC market share figures back through 2008 to offer a corrected version. [...]

  28. Hey look Asymco analyzed Gartner data too

    [...] graph is different from my graphs from my earlier post, but the data is the same. So why does it look different? Market share is simply units shipped by [...]

  29. Se o iPad for um PC, Apple pode ser maior vendedor em 2012

    [...] gráfico abaixo foram feitos pelo site alemão AppleOutsider, que revisou os dados utilizados em uma antiga publicação da revista Fortune. Segundo eles, as [...]

  30. iPad may make Apple world’s largest PC maker in holiday Q4 2011 | Brian's Blog Site

    [...] After Fortune published a graphic showing the huge impact of Apple’s iPad sales on PC market share, Sebastian Peitsch of German blog Apple Outsider painstakingly researched PC market share figures back through 2008 to offer a corrected version. [...]

  31. Apple hírek – Az Apple lett a legnagyobb számítógépgyártó

    [...] a német Apple Outsider grafikonjából kiderül, hogy a Fortune vétett néhány komoly számolási hibát. A helyes adatokkal számolva [...]

  32. Auch Asymco analysiert Gartner Verkaufszahlen

    [...] jetzt veröffentlichter Graph ist dahingehend unterschiedlich zu denen aus meinem früheren Post, die zu Grunde liegenden Daten sind aber die gleichen. Die Gründe hierfür sind simpel. Der alte [...]

  33. Dine brugere anvender tablets - Bleau Blog

    [...] som er beskrevet i ovenstående diagram fra Apple Outsider viser, at hvis man tager Apples salg af traditionelle desktop computere og bærbare computere, og [...]

  34. Apple completes the Q4/2011 picture, comes out on top

    [...] …depending on how you count PC sales. [...]

  35. Apple komplettiert das Bild für Q4/2011, setzt sich an die Spitze

    [...] davon, wie man PC-Auslieferungen gerne zählen möchte. (und diese Webseite zählt das iPad ab jetzt als [...]

  36. appleoutsider.de « Wir sind Blog

    [...] zweite Artikel hat es dann auch gleich auf ein paar Webseiten [...]

  37. Q1/2012 PC Vendor Marketshare

    [...] Previous Marketshare posts: Q4/2011 Q3/2011 [...]

  38. Premium Content (1) – Alexander Olma

    [...] der Beitrag mit den 20.000 Besuchern… [...]

  39. Zwei hoch Null

    [...] ersten von knapp 50.000 Besuchern die mir ein gewisser Herr Gruber allein in der ersten Woche für diesen Artikel (deutsch) beschert [...]

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