According to preliminary results from the DisplaySearch Quarterly Mobile PC Shipment and Forecast Report, Apple shipped 10.2 million laptops and iPads in the quarter, giving it a 17.2% share of the mobile computing market compared to HP's 15.6% share.
Among the top five brands in the mobile PC market, Toshiba was the only other company to exhibit Y/Y shipment growth. Toshiba's shipments increased 15% Y/Y, to over 5.1 million units in Q4'10, as it maintained its #5 position in market share. HP, Acer Group (including Founder shipments), and Dell took the #2, #3, and $4 positions, respectively. The top five brands accounted for 65.4% of the total mobile PC market.
In Q4'10, worldwide mobile PC shipments (including tablet PCs) reached 59.6 million, up 8% Q/Q and 17% Y/Y, the highest volume since DisplaySearch first began to track this segment in 1999. Growth of notebook PC shipments, excluding tablets, was weak in Q4'10, up 4% Q/Q and 1% Y/Y.
Here's Mary Meeker's slide comparing the first three months of the iPad to the iPhone and iPod: