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Where’s the Ultrabook Buzz?


iHS, owner of iSuppli seems to find it funny that they’ve had to slash their estimations for Ultrabook sales by 50%. “Dude, You’re Not Getting an Ultrabook” does a great job at getting the media to echo the story but did iHS cock-up or did the market change dramatically in the last few months? We’re a month away from Windows 8, prices have dropped considerably and the Ultrabook looks well-positioned to take a large percentage of the laptop sales market in Q4. Was the back-to-school period disappointing or is the laptop market overall going to suffer in Q4 and take Ultrabooks with it? This is no laughing matter.

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Ultrabooks Boost Laptop Sales


According to an NPD report, Ultrabooks are selling well in some segments of the US market. In the Jan-May 2012 period they helped push an increase in sales of the $700 + segment and comprised nearly 11% of that part of the market.Month-on-month growth seems to be strong too.

700 segment growth

Soure: NPD

Overall the $700 segment represents  14% of the laptop market but profit per unit and profit margins are generally higher so it’s an important figure.

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Acer – Ultrabooks On Track, Prices Will Fall


Acer’s Jim Wong has told media in Taiwan that Ultrabooks are on track and prices will fall, potentially to $499 in 2013.

image

Acer had planned to ship, that’s ship, 250000 to 300000 units of the Acer Aspire S3 this year and expect to achieve that target. It’s a slightly veiled shout of confidence to the media but even shipping a third of a million devices requires a lot of risk-taking and investment.

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