“Competition in the PC market remained fierce during the fourth quarter of 2003 as notebook adoption continued and consumers reacted to falling prices. Worldwide PC shipments were in line with forecasts, growing 15.2% year-on-year to 44.6 million units, according to IDC’s Worldwide Quarterly PC Tracker. Commercial demand showed some signs of recovery and consumers remained active during the holiday season. Strong growth in Europe and sustained notebook demand were key sources of growth, although limited supply of flat panel displays constrained shipments for some vendors. On an annual basis, shipment growth moved into double digits for the first time since 2000, boosting shipments to a record 152.6 million on growth of 11.4%,” BusinessWire reports. “With its strong retail presence and holiday promotions, HP was able to sustain growth for the quarter at more than 21% year-on-year, capturing the top spot in worldwide shipments from Dell for the first time in a year. For its part, Dell sustained growth of nearly 20% year-on-year, achieving record volumes in all regions and consolidating its market lead on an annual basis.”
“‘We continued to see solid growth following seasonal trends,’ said Loren Loverde, director of IDC’s Worldwide Quarterly PC Tracker. ‘Caution in the commercial market has begun to dissipate, even as companies keep tight control on spending. Meanwhile, pricing remains cutthroat, supporting unit growth but reducing profits,'” BusinessWire reports.
BusinessWire reports, “‘It was a good finish to a great year,’ said Roger Kay, vice president of client computing at IDC. ‘Price attracted buyers at holiday time, and vendors like eMachines and HP benefited from consumer activity in retail. Although the majors took in the richest harvest, even non-branded vendors managed to grow share. IBM’s performance was reflective of a recovering enterprise sector.'”
Top 5 Vendors, Worldwide PC Shipments, Fourth Quarter 2003
(Preliminary)
(Units Shipments are in thousands)
Q4 2003 Q4 2003 Market Q4 2002 Market Growth
Rank Vendor Shipments Share Shipments Share 2003/2002
----------------------------------------------------------------------
1 HP 7,520 16.9% 6,192 16.0% 21.4%
2 Dell 7,242 16.3% 6,050 15.6% 19.7%
3 IBM(a) 2,663 6.0% 2,263 5.9% 17.7%
Fujitsu/Fujitsu
4 Siemens 1,897 4.3% 1,650 4.3% 15.0%
5 Toshiba 1,416 3.2% 1,150 3.0% 23.2%
Others 23,815 53.5% 21,356 55.2% 11.5%
All Vendors 44,553 100.0% 38,661 100.0% 15.2%
Notes:
-- (a) IDC estimates prior to IBM 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 includes Desktop, Notebook, Ultra Portable, and x86
Servers.
-- PCs do not include handhelds. Data for all vendors are
reported for calendar periods.
Source: IDC, January 14, 2004
Top 5 Vendors, Worldwide PC Shipments, 2003 (Preliminary)
(Units Shipments are in thousands)
2003 2003 Market 2002 Market Growth
Rank Vendor Shipments Share Shipments Share 2003/2002
----------------------------------------------------------------------
1 Dell 25,833 16.9% 20,675 15.1% 25.0%
2 HP 25,009 16.4% 21,844 16.0% 14.5%
3 IBM(b) 9,000 5.9% 8,020 5.9% 12.2%
Fujitsu/Fujitsu
4 Siemens 6,375 4.2% 5,818 4.2% 9.6%
5 Toshiba 5,080 3.3% 4,348 3.2% 16.8%
Others 81,271 53.3% 76,208 55.7% 6.6%
All Vendors 152,568 100.0% 136,913 100.0% 11.4%
Notes:
-- (b) IDC estimates prior to IBM 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 includes Desktop, Notebook, Ultra Portable, and x86
Servers.
-- PCs do not include handhelds. Data for all vendors are
reported for calendar periods.
Source: IDC, January 14, 2004
Top 5 Vendors, U.S. PC Shipments, Fourth Quarter 2003
(Preliminary)
(Units Shipments are in thousands)
Q4 2003 Q4 2003 Market Q4 2002 Market Growth
Rank Vendor Shipments Share Shipments Share 2003/2002
----------------------------------------------------------------------
1 Dell 4,413 30.2% 3,778 29.9% 16.8%
2 HP 3,173 21.7% 2,672 21.1% 18.8%
3 IBM(c) 781 5.4% 653 5.2% 19.6%
4 eMachines 498 3.4% 412 3.3% 20.8%
5 Gateway(c) 492 3.4% 700 5.5% -29.7%
Others 5,241 35.9% 4,439 35.1% 18.1%
All Vendors 14,598 100.0% 12,653 100.0% 15.4%
Notes:
-- (c) IDC estimates prior to Gateway and IBM 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 includes Desktop, Notebook, Ultra Portable, and x86
Servers.
-- PCs do not include handhelds. Data for all vendors are
reported for calendar periods.
Source: IDC, January 14, 2004
Top 5 Vendors, U.S. PC Shipments, 2003 (Preliminary)
(Units Shipments are in thousands)
2003 2003 Market 2002 Market Growth
Rank Vendor Shipments Share Shipments Share 2003/2002
----------------------------------------------------------------------
1 Dell 16,319 30.9% 13,326 28.0% 22.5%
2 HP 10,851 20.6% 9,292 19.5% 16.8%
3 IBM(d) 2,748 5.2% 2,541 5.3% 8.1%
4 Gateway(d) 1,987 3.8% 2,725 5.7% -27.1%
5 Apple 1,675 3.2% 1,679 3.5% -0.2%
Others 19,158 36.3% 18,030 37.9% 6.3%
All Vendors 52,739 100.0% 47,592 100.0% 10.8%
Notes:
-- (d) IDC estimates prior to Gateway and IBM 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 includes Desktop, Notebook, Ultra Portable, and x86
Servers.
-- PCs do not include handhelds. Data for all vendors are
reported for calendar periods.
Source: IDC, January 14, 2004
Full article here.
Agggghhhhhh, too much old typeface. My eyes are hurting!!!
— PCs do not include handhelds.
So this doesn’t take into account any of the 733,000 iPods sold last quarter obviously. Again, these numbers are meaningless. Apple is doing quite all right thank you very much with the healthy profits they’re making.
“– PCs includes Desktop, Notebook, Ultra Portable, and x86
Servers.”
Does this mean they did not include xServe? Apple probably do not sell enough xServe to make any difference, but would like to know how these numbers look if they break out x86 server sales.
Any recent #’s on Apple’s % of installed base?
3.2% is less market share than has been promoted here and elsewhere. I always figured it was more than 5%, but personally don’t see many new macs bought around here.
If there is an ipod/computer connection to be made, apple should do much better at the end of 2004, as consumers, impressed with their player, get a computer from the same company.
Others sold over 50% worldwide.
It would be interesting to compare dollar values as well as unit shipments.