Wednesday, February 13, 2002
Palm dominates 2001 PDA sales, but Compaq gains
Posted by Ed Hansberry in "ARTICLE" @ 06:50 AM
http://biz.yahoo.com/rf/020213/n12279586_1.html
Not unexpected, Palm is still king of the PDA's in marketshare, but have they fallen a long way. Palm Inc. alone was well over 70% just 2 years ago, falling to 50.4% in 2000 and now down to 38.6%. Shipments fell from 5.6M units in 2000 to 5.1M in 2001. Meanwhile, Compaq's units nearly trippled from 466K units in 2000 to 1.3M in 2001, taking 9.8% of the market.
"Palm OS, Palm's operating system that powers PDAs by makers such as Palm and Handspring, captured about 57 percent of the worldwide PDA market in 2001. Vendors of Microsoft's system software for pocket computers, controlled some 21 percent of the market, up from about 11 percent in 2000, Dataquest said."
I know there have been other reports recently by a company called NDP Intellect showing Palm is growing, but those are retail numbers only - meaning what you sell through BestBuy or CompUSA stores. Internet, wholesale and direct sales are excluded. Because of the Pocket PC's higher price and discounters typically available on the internet, a higher percentage of PPC buyers buy over the internet. Finally, and most importantly, the enterprise customers either buy en masse from wholesalers or directly from the OEM's themselves. I've been waiting for several weeks for a comprehensive market study incorporating all sales figures from all sales channels.
Remember when Palm and its licensees had over 80% of the market and the Palm Sized PC was well under 10%. Now Palm OS is down to 57% while the Pocket PC is up to 21%. How things change in just two short years. :-)
Not unexpected, Palm is still king of the PDA's in marketshare, but have they fallen a long way. Palm Inc. alone was well over 70% just 2 years ago, falling to 50.4% in 2000 and now down to 38.6%. Shipments fell from 5.6M units in 2000 to 5.1M in 2001. Meanwhile, Compaq's units nearly trippled from 466K units in 2000 to 1.3M in 2001, taking 9.8% of the market.
"Palm OS, Palm's operating system that powers PDAs by makers such as Palm and Handspring, captured about 57 percent of the worldwide PDA market in 2001. Vendors of Microsoft's system software for pocket computers, controlled some 21 percent of the market, up from about 11 percent in 2000, Dataquest said."
I know there have been other reports recently by a company called NDP Intellect showing Palm is growing, but those are retail numbers only - meaning what you sell through BestBuy or CompUSA stores. Internet, wholesale and direct sales are excluded. Because of the Pocket PC's higher price and discounters typically available on the internet, a higher percentage of PPC buyers buy over the internet. Finally, and most importantly, the enterprise customers either buy en masse from wholesalers or directly from the OEM's themselves. I've been waiting for several weeks for a comprehensive market study incorporating all sales figures from all sales channels.
Remember when Palm and its licensees had over 80% of the market and the Palm Sized PC was well under 10%. Now Palm OS is down to 57% while the Pocket PC is up to 21%. How things change in just two short years. :-)
