Tuesday, January 18, 2011

iPads Got 7% of Global PC Market Sales in Fourth Quarter

Apple reports selling 7.3 million iPads in the fourth quarter of 2010. Since the PC market represents something like 100 million units a quarter, one might infer that the iPad in the fourth quarter represented perhaps seven percent of total PC sales.

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No Supplier Likes Customer Concentration, But Sometimes It Cannot be Helped

Customer concentration in the hyperscaler segment is practically unavoidable, when a handful of customers represent such a large percentage...