How Apple’s iPhone Will Change the Laptop Industry
I wrote in an earlier piece that Apple’s (AAPL) iPhone is most likely to be positioned against laptops as a convergence device that eliminates the need to have to carry around multiple devices. Frank Levinson had talked about the iPhone as a convergence device as well, a few months back.
Let’s take a look at the laptop market. HP (HPQ) is No. 1 with 20% market share, Dell (DELL) is No. 2 with 15%. At No. 3, breathing down Dell’s neck, is an unexpected Taiwanese company: Acer. They’re followed by Toshiba (TOSBF.PK), Lenovo (LNVGY.PK), Fujitsu-Siemens (FJTSY.PK), SONY (SNE), Asus, and at an unglorious No. 9, Apple.


