[October 08, 2015] |
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PC Shipments Remain Depressed By Volatile Currencies, Inventory, and OS Transition in the Third Quarter, Although 2016 Should Fare Better, According to IDC
Worldwide PC shipments totaled nearly 71.0 million units in the third
quarter of 2015 (3Q15), according to the International Data Corporation (IDC)
Worldwide
Quarterly PC Tracker. This volume represented a year-on-year decline
of -10.8% - slightly worse than projections for a decline of -9.2%.
The lackluster volume of PC shipments was consistent with expectations
that the third quarter would face challenging financial conditions and
be a transition period. Across many regions, the channel remained
focused on clearing Windows 8 inventory before a more complete portfolio
of models incorporating Windows 10 and Intel (News - Alert) Skylake processors comes on
the scene. Vendors and channels were also working to limit price swings
in the face of changes in currency exchange rates. Though easing a bit,
currency devaluation continued to inhibit PC shipments in the third
quarter.
While Windows 10 has generally received favorable reviews and raised
consumer interest in PCs, many users opted to upgrade existing PCs
rather than purchase new hardware. In addition, the unusually short time
between Windows RTM (release to manufacturing) and the official retail
release hampered the ability of OEMs to launch certified new models,
resulting in a limited selection of Windows 10 PCs (as well as related
advertising) through much of the third quarter.
Although the overall market continued to see double-digit declines, and
even the top vendors saw shipments decline from a year ago, the top 4
vendors performed much better than the rest of the market. Collectively,
the top 4 vendors saw shipments fall by -4.5% from a year ago compared
to a decline of almost -20% for the rest of the market. The advantages
of scale, concentration on portable PCs, deeper penetration of
distribution channels in emerging regions, as well as smaller vendors
exiting the market are all aiding the largest vendors.
"The PC market continues to contract as expected, but we remain
optimistic about future shipments," said Jay
Chou, Research Manager, IDC (News - Alert) Worldwide PC Tracker. "While PC
shipments will be hampered in the short run by the availability of a
free upgrade to Windows 10, the improved PC experience across user
segments should drive longer-term demand for new PC hardware that is
expected help stabilize the market in 2016 and beyond."
The U.S. PC market continued to suffer from soft demand in both the
consumer and commercial segments. The July launch of Windows 10 had an
immediate suppressive impact as many consumers took advantage of the
free upgrade. In commercial, IT budgets remained focused on other
projects including mobile-readiness and digital transformation
initiatives.
"Still, there is some hope in the fourth quarter," stated Linn
Huang, IDC Research Director, Devices & Displays. "New designs
running Windows 10 and powered by Intel's new Skylake processors are
coming to market and may represent the most compelling reason we've had
in years for consumers to upgrade their PCs. Whether this compulsion
translates into actual sales remains to be seen."
Regional Highlights
United States - PC shipments in the U.S. totaled 17.3 million
units, down slightly year over year. HP retained its leadership position
followed by Dell. Apple reclaimed a seat in the top three, narrowly
edging out Lenovo (News - Alert) in volume. Toshiba rounded out the top five. Inventory
issues lessened somewhat in September, improving the channel's appetite
for new Windows 10 PC shipments ahead of the coming holidays.
Europe, Middle East, and Africa (EMEA) - In line with second
quarter trends, PC shipments in EMEA posted a double-digit decline, as
vendors continued to deplete Windows 8 stock in preparation for
shipments of new products for the holiday season. Inventory in the
channels decreased significantly by the end of the quarter, making way
for more Windows 10 machines. Nevertheless, currency fluctuations
together with an ongoing economic and political turmoil in parts of the
region continued to inhibit demand and constrained shipments.
Asia/Pacific (excluding Japan) - Volume was close to expectations
this quarter. The market was softer compared to the previous year due to
currency impact on the region and clearing of channel inventory as the
main priority for many countries. Some big projects were postponed,
including an education project in India. The commercial market was soft
and was generally supported by government projects in many countries.
Japan - PC shipments maintained seasonal trends, showing solid
growth compared to Q2 2015 but nonetheless fell below forecast as demand
remained hampered by a weak Yen, persistent inventory, and a relative
lack of Windows 10 marketing.
Vendor Highlights
Lenovo remained the number 1 vendor with 14.9 million units
shipped, a decline of -4.9% compared to a year ago. Flattening
performance in Asia/Pacific and lackluster volume elsewhere were offset
by a strong quarter in the US, where the vendor continues to
aggressively expand partnerships.
HP remained at number 2 with shipments declining -5.5% from a
year ago but still outperforming the market. HP also benefited from a
stabilizing US market.
Dell at number 3 shipped more than 10 million units, registering
a year-over-year decline of -2.9%. Strong results in Asia/Pacific
(excluding Japan) and a flat market in the US helped to offset a
relatively slow EMEA market. Notebook volume also was decent.
Apple (News - Alert) continued to outperform other vendors, moving to number 3
in the United States and boosting share globally as well as domestically.
Acer continued in the top 5, but saw shipments decline
significantly from a strong third quarter performance a year ago as its
largest regions, EMEA and Asia/Pacific, continued to see overall
declines.
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Top 5 Vendors, Worldwide PC Shipments, Third Quarter 2015
(Preliminary) (Shipments are in thousands of units)
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Vendor
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3Q15 Shipments
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3Q15 Market Share
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3Q14 Shipments
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3Q14 Market Share
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3Q15/3Q14 Growth
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1. Lenovo
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14,937
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21.0%
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15,699
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19.7%
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-4.9%
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2. HP
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13,905
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19.6%
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14,715
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18.5%
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-5.5%
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3. Dell
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10,120
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14.3%
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10,425
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13.1%
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-2.9%
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4. Apple
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5,324
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7.5%
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5,514
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6.9%
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-3.4%
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5. Acer Group
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4,997
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7.0%
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6,746
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8.5%
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-25.9%
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Others
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21,693
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30.6%
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26,459
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33.3%
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-18.0%
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Total
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70,976
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100.0%
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79,558
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100.0%
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-10.8%
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Source (News - Alert): IDC Worldwide Quarterly PC Tracker, October 8, 2015
Table notes follow the last table
In addition to the table above, an interactive graphic showing worldwide
PC market share for the top 5 vendors over the previous five quarters is
available here.
The chart is intended for public use in online news articles and social
media. Instructions on how to embed this graphic can be found by viewing this
press release on IDC.com.
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Top 5 Vendors, United States PC Shipments, Third Quarter 2015
(Preliminary) (Shipments are in thousands of units)
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Vendor
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3Q15 Shipments
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3Q15 Market Share
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3Q14 Shipments
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3Q14 Market Share
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3Q15/3Q14 Growth
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1. HP
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4,969
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28.7%
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4,808
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27.6%
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3.4%
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2. Dell
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4,154
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24.0%
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4,169
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23.9%
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-0.4%
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3. Apple
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2,373
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13.7%
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2,336
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13.4%
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1.6%
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4. Lenovo
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2,281
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13.2%
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1,844
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10.6%
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23.7%
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5. Toshiba
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810
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4.7%
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945
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5.4%
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-14.3%
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Others
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2,704
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15.6%
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3,316
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19.0%
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-18.4%
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Total
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17,293
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100.0%
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17,417
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100.0%
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-0.7%
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Source: IDC Worldwide Quarterly PC Tracker, October 8, 2015
Table Notes:
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Some IDC estimates prior to financial earnings reports.
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Shipments include shipments to distribution channels or end users. OEM
sales are counted under the vendor/brand under which they are sold.
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PCs include Desktops, Portables, Ultraslim Notebooks, Chromebooks, and
Workstations and do not include handhelds, x86 Servers and Tablets
(i.e. iPad, or Tablets with detachable keyboards running either
Windows or Android). Data for all vendors are reported for calendar
periods.
IDC's Worldwide Quarterly PC Tracker gathers PC market data in over 80
countries by vendor, form factor, brand, processor brand and speed,
sales channel and user segment. The research includes historical and
forecast trend analysis as well as price band and installed base data.
For more information, or to subscribe to the research, please contact
Kathy Nagamine at 650-350-6423 or [email protected].
About IDC Trackers IDC
Tracker products provide accurate and timely market size, vendor
share, and forecasts for hundreds of technology markets from more than
100 countries around the globe. Using proprietary tools and research
processes, IDC's Trackers are updated on a semiannual, quarterly, and
monthly basis. Tracker results are delivered to clients in user-friendly
excel deliverables and on-line query tools. The IDC Tracker Charts app
allows users to view data charts from the most recent IDC Tracker
products on their iPhone
and iPad.
The IDC Tracker Chart app is also available for Android
Phones and Android
Tablets.
About IDC International Data Corporation (IDC) is the
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events for the information technology, telecommunications, and consumer
technology markets. With more than 1,100 analysts worldwide, IDC offers
global, regional, and local expertise on technology and industry
opportunities and trends in over 110 countries. IDC's analysis and
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View source version on businesswire.com: http://www.businesswire.com/news/home/20151008006384/en/
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