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