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iPad Eating into Notebook Market? Morgan Stanley Report Indicates Cannibalization
By: Prashanth Shantharam  |  18, September 2010

ipadMorgan Stanley Analyst, Katy Huberty released a report to the company’s clientele that suggests ‘Tablet Cannibalization’, owing mainly to the rise of iPad that seems to have caused a deceleration in notebook sales. Retail notebook sales have been on the decline since March 2010, but in August, 2010 for the first time this year it displayed de-growth, falling by 4% year over year, according to Morgan Stanley. Huberty expects the PC market to be under pressure by iPad and a slew of tablets slated for launch in the near future.

Morgan Stanley-Notebooksandipads

The graph above is self explanatory. The trend clearly suggests a rapid deceleration with the announcement and launch of iPad. But, is this the beginning of people choosing the new tablet form factor over notebooks? Only time will tell as it’s too early to call with just six months worth of evidence.

Image Credit: www.ipadweek.ly

Graph + Content Source: Fortune


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Surfmobee is a site dedicated to providing intelligence on the mobile ecosystem. We track the mobile r/evolution everyday by covering news, reviews, and analysis. We profile emerging and existing ecosystem firms and highlight their innovation and impact to this space. We also periodically publish insightful research that elucidate on the mobile universe issues, opportunities and trends
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