With both IDC and Gartner reporting year-over-year declines in PC shipments for the December 2013 quarter this week, AppleInsider reports on the views of two leading investors on the latest figures, both of whom stressed that tablet sales are still strongly impacting PC sales.
“In the US and Europe, tablets were one of the hottest holiday items, and in emerging markets, consumers are increasingly choosing tablets as their computing device, impacting PC sales,” said Maynard Um of Wells Fargo in a note to investors.
Um added that the PC industry must “innovate more aggressively in terms of capabilities and/or software beyond form factor changes” if it wants to still compete in the consumer market.
As far as the corporate sector is concerned, Um said that this area of the market is much stronger than the consumer sector.
Katy Huberty of Morgan Stanley also commented on the latest PC sales figures, agreeing with Um's assessment of the consumer PC market, as well as noting in particular IDC’s comments that Lenovo and Samsung have had success in the low-cost Google Chrome notebook market.
Source: PC shipments continue to shrink as consumers embrace tablets like Apple's iPad