Apple: 20% of the way to PC dominance
The other day, I asked "what is the addressable market for the iPad?" and argued that Apple should (and probably does) think of the entire PC market as the target.
At least one market research firm, Canalys, seems to agree -- in its survey of PC makers, it included the iPad as a PC, which makes Apple the number-one PC maker in the world.
Here are sales figures by manufacturer for the last quarter of 2012:
- Apple: 27 million units, 20% share. Apple's own figures say it sold 22.9 million iPads and 4.1 million Macs.
- HP: 15 million units, 11% share
- Lenovo: 14.8 million units, 11% share.
- Samsung: 11.7 million units, 9% share. Canalys estimates 7.6 million of those PCs were tablets (or "pads" as the firm calls them).
- Dell: 9.7 million units, 7% share.
Amazon also shipped 4.6 million units during the quarter, mostly Kindle Fire devices, which run a non-Google fork of Android.
More to the point, Canalys said that all the growth in the PC business came from tablets, which grew 75% during the full year while the rest of the PC market remained flat.
But Microsoft's Windows 8 has not helped it capture that market -- only 3% of all tablets sold during Q4 ran Windows.
Once again, the post-PC era is here. Apple is one-fifth of the way to capturing the whole thing. If anybody stops Apple, it looks more likely to be the Android open-source juggernaut with all its various forks rather than Microsoft.
Customers have taken control of the buying process, and gone are the days of the carefully crafted marketing message. That means you have to deliver relevant, quality content in the proper context of the customer's situation and device they are using -- and that's a huge challenge for most companies.
Four months after Quip launched on iOS, the company delivers on its promise of an Android app for its eponymous word processor. Today's release comes on the heels of a major update to its Web and iOS apps that finally lets you import Microsoft Word files, a feature the Android version lacks for now. Still, with these two updates, Quip edges closer to its ideal of being a collaborative cross-platform word processor.