PCs are Slow in Asia Pacific, Fast
in EMEA
Naysayers keep pronouncing the death of the
traditional PC but it continues to be healthier in the market. Worldwide
PC shipments were up 15.3% from a year ago in the second quarter of 2008,
according to IDC's Worldwide Quarterly PC Tracker. The robust growth in
the EMEA (Europe, Middle East, Africa) region helped offset slower growth
in Asia Pacific excluding Japan (APeJ). Portable adoption is driving the
demand.
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Regional Outlook
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In line with expectations,
demand in the United States suffered from ongoing economic
pressures. Growth was in the low single-digits as consumer and
businesses tightened their PC spending budgets. From a competitive
standpoint, Dell continued its recovery with another quarter of
double-digit growth, while HP saw year-on-year growth rise from
the first quarter. Portable adoption remains a key market driver,
even though consumer share is generally at its lowest during the
second quarter.
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EMEA continued to see
strong PC sales driven by unabated notebook demand across the
region and the additional momentum created by new ultra low-cost
offerings. Total shipment growth came in slightly greater than in
the first quarter of 2008 as the strong Euro and aggressive
competition continued to support PC purchasing despite rising
energy costs.
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The Japan market
remained sluggish overall, although growth in the mid-single
digits was up from the first quarter with contributions from both
consumer and commercial segments. The depreciation of the U.S.
dollar has helped vendors such as HP and Dell make inroads, and
the troubles of Everskill Technology have also benefited other
players.
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Asia Pacific (excluding
Japan) saw lower than expected growth in most markets as
rising energy costs and inflation concerns cut into spending.
Year-on-year growth remained in the mid teens, though several
percentage points slower than in recent quarters. The slowing
market affected most vendors, with the top 5 all showing slower
growth than last quarter.
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Top 5 Vendors,
Worldwide PC Shipments*
Second
Quarter 2008 (Preliminary)
Units Shipments are in thousands
|
Rank |
Vendor |
2Q08
Shipments |
Market
Share |
2Q07
Shipments |
Market
Share |
2Q08/2Q07
Growth |
|
|
|
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|
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1. |
HP |
13,322 |
18.9% |
11,405 |
18.6% |
16.8% |
|
2. |
Dell |
11,560 |
16.4% |
9,521 |
15.5% |
21.4% |
|
3. |
Acer |
6,966 |
9.9% |
4,261 |
7.0% |
63.5% |
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4. |
Lenovo |
5,610 |
7.9% |
4,896 |
8.0% |
14.6% |
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5. |
Toshiba |
3,104 |
4.4% |
2,416 |
3.9% |
28.5% |
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|
|
|
|
|
|
|
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Others |
30,083 |
42.6% |
28,774 |
47.0% |
4.5% |
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|
|
|
|
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|
|
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All Vendors |
70,644 |
100.0% |
61,272 |
100.0% |
15.3% |
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|
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3. |
Acer (Merged) |
6,966 |
9.9% |
5,350 |
8.7% |
30.2% |
Source: IDC Worldwide
Quarterly PC Tracker, July 16, 2008
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, Notebooks, Ultra Portables, and x86 Servers and do
not include handhelds. Data for all vendors are reported for calendar
periods.
Data for Acer includes shipments for Gateway starting in Q4 2007, and only
Acer data for prior quarters. This reflects the legal status of the
companies, which merged during the fourth quarter of 2007.
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