TMCnet News

Gartner Says Worldwide PC Shipments Grew 1 Percent in Fourth Quarter of 2014
[January 12, 2015]

Gartner Says Worldwide PC Shipments Grew 1 Percent in Fourth Quarter of 2014


Worldwide PC shipments totaled 83.7 million units in the fourth quarter of 2014, a 1 percent increase from the fourth quarter of 2013, according to preliminary results by Gartner (News - Alert), Inc. These results indicate a slow, but consistent improvement following more than two years of decline.

"The PC market is quietly stabilizing after the installed base reduction driven by users diversifying their device portfolios. Installed base PC displacement by tablets peaked in 2013 and the first half of 2014. Now that tablets have mostly penetrated some key markets, consumer spending is slowly shifting back to PCs," said Mikako Kitagawa, principal analyst at Gartner.

"However, there are regional variations. Mostly, mature regions show an ongoing trend of positive growth, but emerging markets remain weak," Ms. Kitagawa said. "The U.S. showed the highest growth in the fourth quarter of 2014. In EMEA, the Western Europe PC market also showed good consumer sales. Emerging markets, on the other hand, still showed weak PC growth. We attribute this weakness to a strong affinity for smartphones and tablets in those markets, while PCs are a low priority. Even low priced notebooks struggle to succeed, because of the different mobile device usage patterns."

Lenovo (News - Alert) held onto its position as the worldwide leader in PC shipments in the fourth quarter of 2014, with 19.4 percent of the market (see Table 1). Lenovo showed mixed results in the quarter with strong growth in EMEA and the U.S., but shipments declined in Latin America and Japan. The share difference between Lenovo and HP narrowed in the fourth quarter of 2014 with HP growing 16 percent and garnering 18.8 percent of the market. HP has expressed its commitment to the device market, and it has started to show a positive result with strong growth in the U.S. HP's growth in EMEA and Asia/Pacific also exceeded the regional average.

Table 1
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 4Q14 (Thousands of Units)






Company
           

4Q14
Shipments

     

4Q14 Market
Share (%)

     

4Q13
Shipments

     

4Q13 Market
Share (%)

     

4Q14-4Q13
Growth (%)

 
Lenovo             16,284.8       19.4       15,153.5       18.3       7.5
HP 15,769.6 18.8 13,591.3 16.4 16.0
Dell 10,674.1 12.7 9.810.6 11.8 8.8
Acer (News - Alert) Group 6,786.9 8.1 6,083.4 7.3 11.6
ASUS 6,259.8 7.5 6,220.2 7.5 0.6
Others 27,971.5 33.4 32,070.0 38.7 -12.8
Total             83,746.7       100.0       82,929.1       100.0       1.0

Notes: Data includes desk-based PCs, notebook PCs, premium ultramobiles and all Windows-based tablets. It excludes Chromebooks and other non-Windows-based tablets. All data is estimated based on a preliminary study. Final estimates will be subject to change.
Source: Gartner (January 2015)

Dell continued to maintain the third position and accounted for 12.7 percent of the market. The fourth quarter 2014 results indicate that Dell's expansion into the consumer market has been successful, which was the least focused market for the company prior to the leveraged buyout.

In the U.S., PC shipments totaled 18.1 million units in the fourth quarter of 2014, a 13.1 percent increase from the fourth quarter of 2013 (see Table 2). This is the fastest growth seen in the market in the last four years. HP showed the strongest growth among the top 5 vendors, as its shipments grew 26.2 percent, and it accounted for 29.2 percent of all shipments in the U.S.

"The fourth quarter of 2014 was the best holiday for PC sales in recent history. The primary driver was mobile PCs including regular notebooks, thin and light notebooks and 2-1s. Low priced notebooks with about a $300-200 price point boosted shipments while thin/light notebooks and two-in-ones (laptops with a detachable or bendable screen) showed strong growth. These results supports our assumption that consumer spending is returning to the PC as tablet penetration has reached the majority of the market," said Ms. Kitagawa.

Table 2
Preliminary U.S. PC Vendor Unit Shipment Estimates for 4Q14 (Units)


Company
           

4Q14
Shipments

     

4Q14 Market
Share (%)

     

4Q13
Shipments

     

4Q13 Market
Share (%)

     

4Q14-4Q13
Growth (%)

   
HP             5,277.7       29.2       4,182.3       26.1       26.2
Dell 4,086.7 22.6 3,601.8 22.5 13.5
Apple (News - Alert) 2,120.0 11.7 1,901.3 11.9 11.5
Lenovo 1,854.7 10.2 1,525.8 9.5 21.6
ASUS 1,231.2 6.8 1,145.8 7.2 7.4
Others 3,527.3 19.5 3,648.8 22.8 -3.3
Total             18,097.5       100.0       16,005.9       100.0       13.1

Notes: Data includes desk-based PCs, notebook PCs, premium ultramobiles and all Windows-based tablets. It excludes Chromebooks and other non-Windows-based tablets. All data is estimated based on a preliminary study. Final estimates will be subject to change.
Source: Gartner (January 2015)

PC shipments in Europe, Middle East and Africa (EMEA) totaled 26.5 million units in the fourth quarter of 2014, a 2.8 percent increase from the fourth quarter of 2013. The slight growth in EMEA was driven by Western Europe with good consumer notebook shipments during the holiday season. The low prices of these devices were enough to take attention away from Android (News - Alert) devices, but had a negative impact on average selling prices (ASPs) and vendor margins. Given relative price-points, users were attracted to notebooks and two-in-ones instead of tablets. These two-in-one hybrid devices performed very well, as users looked at replacing some older tablets and notebooks with these new devices that combine features of both.

The Asia/Pacific PC market showed a modest recovery as PC shipments totaled 26.6 million units in the fourth quarter of 2014, a 2 percent increase from the fourth quarter of 2013. Though as a region the news is positive, there are still growth variations by country. The overall trend is towards a slowdown of declining growth with mature markets in Asia/Pacific leading the recovery. This bottoming out of the market suggests that the installed base is stabilizing, and replacement demand is recovering.

"However, consumers continue to be attracted to smartphones, especially in emerging markets such as China and India where it is increasingly difficult for PC vendors to convince consumers to put priority on PC purchases," said Ms. Kitagawa. "Users here are more focused on content consumption or on specific tasks where functions can be handled by a smartphone. Coupled with limited disposable income, these buyers are delaying PC purchases if they do not see the need, therefore making the consumer market more lackluster than what it used to be."

Lenovo and HP were in a virtual tie for the overall lead in PC shipments in 2013. In 2014, Lenovo extended its lead as the top vendor based on worldwide shipments, as it accounted for 18.8 percent of units shipped (see Table 3). HP was the No. 2 vendor as its units represented 17.5 percent of shipments in 2014.

Table 3
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2014 (Units)


Company
           

2014

Shipments

     

2014 Market

Share (%)

     

2013

Shipments

     

2013 Market
Share (%)

     

2014-2013
Growth (%)

   
Lenovo             59,446.6       18.8       53,493.6       16.9       11.1
HP 55,286.8 17.5 51,251.0 16.2 7.9
Dell 40,487.3 12.8 36,825.0 11.6 9.9
Acer Group 24,914.0 7.9 25,309.2 8.0 -1.6
Asus 22,841.6 7.2 20,852.5 6.6 9.5
Others 112,890.1 35.7 128,733.5 40.7 -12.3
Grand Total             315,866.3       100.0       316,464.7       100.0       -0.2

Notes: Data includes desk-based PCs, notebook PCs, premium ultramobiles and all Windows-based tablets. It excludes Chromebooks and other non-Windows-based tablets. All data is estimated based on a preliminary study. Final estimates will be subject to change.
Source: Gartner (January 2015)

These results are preliminary. Final statistics will be available soon to clients of Gartner's PC Quarterly Statistics Worldwide by Region program. This program offers a comprehensive and timely picture of the worldwide PC market, allowing product planning, distribution, marketing and sales organizations to keep abreast of key issues and their future implications around the globe.

About Gartner

Gartner, Inc. (NYSE:IT) is the world's leading information technology research and advisory company. We deliver the technology-related insight necessary for our clients to make the right decisions, every day. From CIOs and senior IT leaders in corporations and government agencies, to business leaders in high-tech and telecom enterprises and professional services firms, to technology investors, we are the valuable partner to clients in over 9,100 distinct enterprises worldwide. Through the resources of Gartner Research, Gartner Executive Programs, Gartner Consulting and Gartner Events, we work with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, USA., and has 6,600 associates, including more than 1,500 research analysts and consultants, and clients in 85 countries. For more information, visit www.gartner.com.


[ Back To TMCnet.com's Homepage ]