[October 12, 2011] |
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Worldwide PC Market Grapples with Slow Growth in Second Quarter as Lenovo Rises to Number 2 Position, According to IDC
FRAMINGHAM, Mass. --(Business Wire)--
Worldwide PC shipments increased by 3.6% in the third quarter of 2011
(3Q11) compared to the same quarter in 2010, according to the
International Data Corporation (IDC)
Worldwide
Quarterly PC Tracker. The results are up slightly from the 2.7%
growth experienced in 2Q11, and just below IDC's (News - Alert) August projections for
4.5% growth in the quarter. The Americas and EMEA were slightly below
expectations while the Asia/Pacific markets were slightly ahead. The
market continues to struggle as consumer discretionary income is
diverted to other areas and business spending remains depressed in light
of other priorities and a potential double-dip recession.
"For the moment, PCs have taken a backseat to a range of other devices
competing for shrinking consumer and business budgets," said Jay
Chou, senior research analyst with IDC's Worldwide Quarterly PC
Tracker. "While growth is expected to stay in mid-single digits in the
fourth quarter, we should see faster growth in 2012 and beyond based on
easier comparisons and refreshed PC offerings as the industry better
addresses the evolving usage models by integrating more of the features
in ultra mobile devices."
"Most vendors continue to struggle with the slow market environment and
product changes," said Loren
Loverde, IDC vice president of Worldwide Consumer Device Trackers.
"Although we don't see media tablets and other devices replacing PCs,
questions on how products will evolve, and consumer interest in these
and other categories are providing a distraction. And while price
remains critical, many users are delaying PC purchases for the moment.
Still, there are opportunities, as demonstrated by Lenovo's gains, and
we expect PCs to find stronger demand in the coming years."
"The U.S. market came in about flat as expected, but failed to generate
positive momentum given the state of saturation and lack of incentives
for consumers to upgrade. Other inhibitors included the poor economic
environment and, to a certain extent, iPad cannibalization," said David
Daoud, IDC's Personal Computing Research Director. "As we approach
the holiday season, the opportunity for low single-digit growth is real,
but mostly as a result of poor market conditions last year, as opposed
to a recovery in demand."
Regional Outlook
-
The United States market came in roughly flat with year ago
shipments as the consumer and commercial demand remained constrained.
Nevertheless, the market moved out of negative growth and HP
registered strong growth going into the holiday season.
-
Europe, Middle East, Africa (EMEA) performed in line with
forecast as the PC market continued to shrink in the third quarter
across both desktop and portable form factors. The back-to-school
season saw sustained weakness in consumer demand, with spending being
diverted to media tablets and smartphones, while vendors and channel
players remained focused on clearing consumer notebook inventory
before taking new stock. Besides weak consumer trends, commercial
demand has also slowed down, indicative of the increasing caution and
postponed investments as a response to the current economic and
financial turmoil in the Euro-zone and the U.S.
-
Japan continued to see growth in low single-digits. Lenovo
finalized its merger with NEC (News - Alert), leveraging its scale and becoming the
clear market leader. Although power rationing affected some commercial
purchases, the market by and large continued to see more adoption of
both consumer and business PCs.
-
Asia/Pacific excluding Japan (APeJ) had a strong quarter with
double-digit growth, meeting expected volume. The region managed to
regain momentum, reversing two previous quarters of only single digit
growth due to gains in China and India, as well as good volume in
Indonesia and Thailand.
Vendor Outlook -
-
HP grew 5.3% year on year, thanks to double-digit growth in the
U.S. The company has been criticized for management missteps in the
past few months, and been affected by slower consumer demand in many
regions, but managed to outpace overall market growth nonetheless.
-
Dell continued to make gains in APeJ and CEMA, but declines in
more mature regions pulled overall growth to -1.6% year on year. Dell
faced tough competition and had sizable declines in some markets.
However, its continued expansion efforts in China continued to pay
dividends, maintaining double-digit growth in Asia/Pacific (excluding
Japan).
-
Lenovo experienced strong gains across all regions as it
continues its channel expansion and capitalizes on disarray among the
other top players. Lenovo has now outpaced the market by more than 10%
for the past 9 quarters, and by 20% or more in six of these periods.
The results moved Lenovo ahead of Dell in 3Q11 after trailing by a
small margin in the second quarter. Lenovo's partnership with NEC and
the acquisition of Medion added incremental volume and provided new
access to the Japanese and Western European markets.
-
Acer (News - Alert) continued to struggle with inventory clearing and
adjusting its strategy following declines in mini notebooks and its
management shake-up. Total shipments were down 20.6% from a year ago -
the fourth consecutive quarterly decline - but easier comparisons may
help the company turn a corner in coming quarters.
-
ASUS had a strong quarter, boosting growth to over 30%. Strong
gains in Asia/Pacific, along with improvements in EMEA, helped ASUS
overtake Toshiba for the number 5 spot in worldwide shipments. While
the vendor has had some difficulties adjusting for the decline in mini
notebook PCs, its mainstream notebooks have done well, especially in
emerging markets.
-
Apple (News - Alert) Total shipments increased more than 20% in 3Q11,
recovering from a dip to 15% growth in the second quarter but
otherwise continuing a trend of more than 2 years with over 20%
growth. The MacBook Air continues to boost volumes, and Apple's
position in driving changes in consumer expectations for devices also
positions it favorably relative to other players and tight consumer
spending.
Top 5 Vendors, Worldwide PC Shipments, Third Quarter 2011
(Preliminary) (Units Shipments are in thousands)
Rank
|
|
Vendor
|
|
3Q11 Shipments
|
|
Market Share
|
|
3Q10 Shipments
|
|
Market Share
|
|
3Q11/3Q10 Growth
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1
|
|
HP
|
|
16,652
|
|
18.1%
|
|
15,811
|
|
17.8%
|
|
5.3%
|
2
|
|
Lenovo
|
|
12,579
|
|
13.7%
|
|
9,242
|
|
10.4%
|
|
36.1%
|
3
|
|
Dell
|
|
11,007
|
|
12.0%
|
|
11,183
|
|
12.6%
|
|
-1.6%
|
4
|
|
Acer Group
|
|
9,207
|
|
10.0%
|
|
11,592
|
|
13.1%
|
|
-20.6%
|
5
|
|
ASUS
|
|
6,002
|
|
6.5%
|
|
4,610
|
|
5.2%
|
|
30.2%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Others
|
|
36,432
|
|
39.7%
|
|
36,241
|
|
40.9%
|
|
0.5%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All Vendors
|
|
91,879
|
|
100.0%
|
|
88,679
|
|
100.0%
|
|
3.6%
|
Source: IDC Worldwide Quarterly PC Tracker, October 12, 2011 Table
notes follow the last table
Top 5 Vendors, United States PC Shipments, Third Quarter 2011
(Preliminary) (Units Shipments are in thousands)
Rank
|
|
Vendor
|
|
3Q11 Shipments
|
|
Market Share
|
|
3Q10 Shipments
|
|
Market Share
|
|
3Q11/3Q10 Growth
|
|
|
|
|
|
|
|
|
|
|
|
|
|
1
|
|
HP
|
|
5,284
|
|
28.6%
|
|
4,591
|
|
24.9%
|
|
15.1%
|
2
|
|
Dell
|
|
4,050
|
|
21.9%
|
|
4,352
|
|
23.6%
|
|
-7.0%
|
3
|
|
Apple
|
|
2,086
|
|
11.3%
|
|
1,927
|
|
10.5%
|
|
8.3%
|
4
|
|
Toshiba
|
|
1,485
|
|
8.0%
|
|
1,589
|
|
8.6%
|
|
-6.5%
|
5
|
|
Lenovo
|
|
1,252
|
|
6.8%
|
|
1,026
|
|
5.6%
|
|
22.0%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Others
|
|
4,298
|
|
23.3%
|
|
4,951
|
|
26.9%
|
|
-13.2%
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
All Vendors
|
|
18,455
|
|
100.0%
|
|
18,436
|
|
100.0%
|
|
0.1%
|
Source: IDC Worldwide Quarterly PC Tracker, October 12, 2011
Table Notes:
-
Some IDC estimates prior to financial earnings reports.
-
Shipments include shipments to distribution channels or end users. OEM
sales are counted under the vendor/brand under which they are sold.
-
PCs include Desktops, Portables, Mini Notebooks and do not include
handhelds, x86 Servers and Media Tablets (i.e. iPad and Android (News - Alert)-based
Tablets). 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
IDC is the premier global provider of market intelligence, advisory
services, and events for the information technology, telecommunications,
and consumer technology markets. IDC helps IT professionals, business
executives, and the investment community to make fact-based decisions on
technology purchases and business strategy. More than 1,000 IDC analysts
provide global, regional, and local expertise on technology and industry
opportunities and trends in over 110 countries. For more than 47 years,
IDC has provided strategic insights to help our clients achieve their
key business objectives. IDC is a subsidiary of IDG, the world's leading
technology media, research, and events company. You can learn more about
IDC by visiting www.idc.com.
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of their respective holders.
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