Worldwide PC shipments increased 2.6% in the second quarter of 2011 (2Q11), according to the International Data Corporation (
IDC)
Worldwide Quarterly PC Tracker.
The results are just short of IDC's May projections
for 2.9% growth and represent a combination of a hangover from the more than
20% growth in the first half of 2010 as well as competition from smartphones, other
consumer products and pressure from lackluster economic conditions. As in 1Q11,
the United States and Western Europe were among the weaker regions, reflecting
constrained demand in more mature markets, while emerging regions -
particularly Latin America and Asia/Pacific (excluding Japan) - fared better.
"These preliminary results
continue to reflect pressure from competing consumer and business products as
well as cautious spending," said Jay Chou, senior
research analyst with IDC's Worldwide Quarterly PC Tracker. "Nevertheless,
product refreshes and promotions in the second half of the year as well as
easier year-ago data should boost growth in the second half of the year."
"The U.S. PC market continued
to contract in 2Q11, largely as a result of three factors. The first is an
ongoing contraction in the Mini Notebook (Netbook) market and related
inventories. The second is the impact of 2Q10's difficult-to-sustain 12%
growth. And third, demand has softened as corporate buyers continue to focus on
increasing share of their IT budget in new IT solutions such as cloud and
virtualization, and consumer interest shifts to media tablets," says Rajani Singh, research
analyst, United
States Quarterly PC Tracker. "Given the weakness of 2H10, we expect a
better market environment in 2H11 with mid-single digit growth rates in the
third quarter's back to school and fourth quarter's holiday season.
- United States - With a decline of 4.2% year
over year, the market was still downcast from a combination of exuberant
consumption a year ago and a tenuous economic recovery, but the quarter also marked
substantial growth from 1Q11, and total shipments topped over 17.8 million.
- Europe, Middle East, Africa (EMEA) - The EMEA PC market continued to contract in
2Q11, in line with IDC's forecast, as sustained high levels of inventory
prevented stronger sell-in, particularly in Western Europe, where budget
cannibalization from media tablets and smartphones continued to contribute to
weak consumer demand and slow stock depletion. However, Central and Eastern
Europe (CEE) and the Middle East and Africa (MEA) continued to expand and
enjoyed positive growth overall.
- Japan - The
impact of the earthquake on PC buying proved to be limited, thus the market produced
stronger results than expected, with 3% growth. Many commercial projects commenced as earlier fears of
inventory shortage did not materialize. Coupled with continued average selling
price (ASP) declines since the beginning of 2011, consumer shipments also fared
better than expected.
- Asia/Pacific (excluding Japan) - returned to double-digit growth of just
over 12% as the market
came in slightly above forecasts. A weak consumer market weighed down India,
but other key markets like China continued their momentum to help offset this,
despite the ongoing inflation challenges there.
- HP grew 3% compared to the second quarter of
2010. The vendor saw good growth in key emerging markets and also EMEA, but
also had a slight drop in volume compared to the previous quarter.
- Dell saw growth of 2.8% worldwide. It
managed to slow the pace of declines in key markets compared to the first
quarter, with good gains in key emerging markets.
- Lenovo outpaced
Acer Group to become the number 3 vendor worldwide. It continued to reap the
results of its channel expansion in markets outside of Asia/Pacific, garnering
notable gains in the U.S. and Japan. All regions saw positive growth and total
volume increased by nearly 23% on the year.
- Acer shipments
continued to decline from a year ago, but at a slower pace than in the
first quarter as the company was affected by a review of inventory handling,
as well uncertainties from its recent management shake-up.
- ASUS grew
6% to overtake Toshiba for the number 5 spot. While the vendor has had some
difficulties adjusting for the decline in Mini Notebook PCs, it mainstream notebooks
did well, especially in emerging markets.
Top 5 Vendors, Worldwide PC Shipments,
Second Quarter 2011 (Preliminary)
(Units Shipments are in thousands)
| Rank |
Vendor |
2Q11
Shipments |
Market
Share |
2Q10
Shipments |
Market
Share |
2Q11/2Q10
Growth |
| 1 |
HP |
15,263 |
18.1% |
14,823 |
18.0% |
3.0% |
| 2 |
Dell |
10,927 |
12.9% |
10,626 |
12.9% |
2.8% |
| 3 |
Lenovo |
10,276 |
12.2% |
8,363 |
10.2% |
22.9% |
| 4 |
Acer Group |
9,160 |
10.9% |
10,190 |
12.4% |
-10.1% |
| 5 |
ASUS |
4,468 |
5.3% |
4,216 |
5.1% |
6.0% |
|
Others |
34,320 |
40.7% |
34,070 |
41.4% |
0.7% |
|
All Vendors |
84,413 |
100.0% |
82,289 |
100.0% |
2.6% |
Source: IDC Worldwide Quarterly
PC Tracker, July 13, 2011
Top 5 Vendors, United States PC Shipments,
Second Quarter 2011 (Preliminary)
(Units Shipments are in thousands)
| Rank |
Vendor |
2Q11
Shipments |
Market
Share |
2Q10
Shipments |
Market
Share |
2Q11/2Q10
Growth |
| 1 |
HP |
4,692 |
26.3% |
4,721 |
25.3% |
-0.6% |
| 2 |
Dell |
3,959 |
22.2% |
4,408 |
23.7% |
-10.2% |
| 3 |
Apple |
1,917 |
10.7% |
1,671 |
9.0% |
14.7% |
| 4 |
Toshiba |
1,617 |
9.1% |
1,560 |
8.4% |
3.7% |
| 5 |
Acer Group |
1,513 |
8.5% |
2,028 |
10.9% |
-25.4% |
|
Others |
4,159 |
23.3% |
4,243 |
22.8% |
-2.0% |
|
All Vendors |
17,857 |
100.0% |
18,632 |
100.0% |
-4.2% |
Source: IDC Worldwide Quarterly
PC Tracker, July 13, 2011