Preliminary data from research firm IDC shows notebooks reached a marketshare of 55.2 percent in the U.S. in Q3 2008. The firm claims notebook shipments surpass desktops in the US market for the first time, but that's not true as this already happened several years ago.
IDC says 9.5 million notebooks were shipped in the US last quarter, a 18 percent growth both year-over-year and on a sequential basis.
Almost all the leading vendors with desktop and notebook offerings shipped greater notebook volumes in the quarter. Some vendors such as Toshiba have long focused exclusively on notebooks. Others, including Sony, Acer, and Lenovo exceeded the 65% notebook ratio within their own PC client shipment base. Attracted by the opportunities of an expanded multi-PC-per user base, new notebook-focused vendors are making their way into the U.S. market, including Asus and Samsung. The potentially expanding mid-tier vendor base is likely to further increase competition among well-known brands, with the potential for lower prices to stimulate demand and keep unit growth in positive territory.
"The consumer market continued to be the top driving factor in the notebook offensive but the commercial sector played a critical role too" says David Daoud, research manager, U.S. Quarterly PC Tracker and Personal Systems at IDC. "The consumer market has long favored notebooks, with mobile ratios exceeding the 70% mark. So it is clear that the small and mid-markets, as well as the enterprise and public sector buyers, are seeing good value in mobility. Looking ahead, while mobility will remain a leading growth factor, the economy will be a major wild card in the short to mid term. Prolonged economic tension could have an adverse effect on the PC space leading to reduced growth, but the good news is that virtually every buyer considers PCs as must-have products and not a secondary wish-list items."