IDC: Apple Mac fourth in U.S. personal computer market with 9.4% share in Q3 09

Global PC shipments rose 2.3% year on year in the third quarter of 2009. The increase is an important continuation of recovery from year-on-year declines of 6.8% in the first quarter and 2.4% in the second quarter of this year. All regions except Japan either met or surpassed expectations. Portable PCs continue to account for the majority of volume and growth, with “netbooks” still making a substantial contribution.

“Despite the ongoing mix of gloom and caution on the economic front, the PC market continues to rebound quickly,” said Loren Loverde, program director for IDC’s Tracker Program, in the press release. ”The competitive landscape, the transition to portables, new and low-power designs, growth in retail and consumer segments, and the impact of falling prices are all reflected in the gains by HP and Acer, as well as overall market growth.”

“The continued strength of both the U.S. and worldwide PC business in the face of difficult economic environments underscores the value that both consumer and corporate buyers place on PCs,” according to Bob O’Donnell, vice president, Clients and Displays at IDC, in the press release. “With the forthcoming launch of Windows 7 and expected commercial refresh beginning in 2010, the prospects for future PC market growth are very solid.”

Regional Outlook

• United States – The U.S. PC market grew by 2.5% compared to the third quarter of 2008. Strong Portables sales were part of a back-to-school season that saw consumers continue to gravitate toward lower-cost Portables. Vendors with a solid retail presence were the main beneficiaries as HP regained the top spot in the U.S.

• Europe, Middle East, and Africa (EMEA) – Despite a year-over-year decline, the EMEA PC market reported sequential improvement as expected, driven by sustained consumer demand in Western Europe. Mini Notebooks continued to be pushed by both telcos and retailers and attracted more consumers while aggressive pricing also helped stimulate mainstream notebook purchases.

• Japan – The region is still feeling the pinch of tight business spending which has not been mitigated by Consumer purchases. The market saw a double-digit decline year over year and, contrary to past seasonal patterns, negative sequential quarterly growth. Although Portables performed slightly better than forecast, Desktop shipments declined further than expected, leading most vendors to see declining year-over-year growth.

• Asia/Pacific excluding Japan (APeJ) – Both Desktop and Portable PC markets saw shipments expand nicely in APeJ during the third quarter. China and Taiwan in particular were ahead of forecasts as public sector projects were deployed more quickly than expected. Most other countries came in close to or just slightly ahead of projections.

Vendor Highlights

• HP – HP leveraged its advantage in Retail to benefit from the strong school season and grow 9.3% from last year. Growth was also aided by expansion of telco bundle offerings. The vendor performed above market in most regions but was especially strong in Asia/Pacific excluding Japan.

• Dell – Although it experienced a worldwide decline year over year, Dell saw solid growth in emerging markets, especially in APeJ, and a second consecutive quarter of growth brings encouraging signs that its retail development continues to pay off.

• Acer – Consumer demand for low-cost systems in the back-to-school season meant Acer’s Mini Notebooks were embraced by consumers. The vendor outperformed the market in virtually all regions.

• Lenovo – Lenovo capitalized on resurgent demand in APeJ, benefiting from government stimulus programs and successfully growing both its Commercial and Consumer shipments. The vendor also improved in other regions, with resulting market share gains worldwide. The company saw strong gains in Japan and EMEA while a slight decline was reported in the U.S.

• Toshiba – Toshiba performed above market in all regions except EMEA. It has continued to see solid results in the U.S. and Latin America, while seeing a sizable sequential jump in APeJ.

Top 5 Vendors, Worldwide PC Shipments, Third Quarter 2009 (Preliminary)
(Units Shipments are in thousands)

Source: IDC Worldwide Quarterly PC Tracker, October 14, 2009

Top 5 Vendors, United States PC Shipments, Third Quarter 2009 (Preliminary)
(Units Shipments are in thousands)

Source: IDC Worldwide Quarterly PC Tracker, October 14, 2009

Table Notes:
– Some IDC estimates prior to financial earnings reports, including Apple.
– Shipments include shipments to distribution channels or end users.
– PCs include Desktop and Portable PCs (including “netbooks”)
– PCs do not include x86 Servers or handhelds. Data for all vendors are reported for calendar periods.

IDC’s Worldwide Quarterly PC Tracker gathers PC market data in more than 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.

Source: IDC

MacDailyNews Take: Nothing to see here, Mr. Ballmer. From 4.3% in Q3 05 to 5.8% in Q3 06 to 6.3% in Q3 07 to 8.6% in Q3 08 to 9.4% in Q3 09 – it’s all just a rounding error. No worries. Keep up the good work! wink

31 Comments

  1. @: ishkabibble,

    Apple sells high end computers.

    Most of the computers sold in the Third World are made in mom & pop shops and use bootleg copies of Microsoft’s software.

    No high end sales in the Third World by any of the top 5.

  2. MDN,
    These are interesting, but would you please also start posting the ACTUAL/FINAL quarterly market share results (after Apple releases their numbers). IDC and Gartner often disagree on their estimates, which sometimes turn out to be incorrect.
    Thank you!!

  3. Hey, Apple?

    KNOCK IT OFF ALREADY!

    Decades of propaganda led most prospectives techs to believe the only way to money was Windows, and you’re burying those who didn’t jump ship in ’95!

  4. As the PC figures include cheap netbooks & eMachine desktops, their stats are fairly meaningless. But well done Apple. With updated Macs due soon, a slight reduction in prices should boost sales further!

  5. “From 4.3% in Q3 05 to 5.8% in Q3 06 to 6.3% in Q3 07 to 8.6% in Q3 08 to 9.4% in Q3 09 – it’s all just a rounding error.”

    Here in the US, it’s no rounding error.

    On the other hand, the Worldwide market share is probably around half that–a jump from 2% to 4%.

    I agree with Al, above. It would be interesting to see Apple’s actual numbers versus IDC’s estimates. Especially considering that, according to IDC, those companies selling through retail did better than those companies without a retail presence.

  6. “Who cares about market share when your selling mostly netbooks.”

    Uh, if you’re selling low-cost netbooks, you care quite a bit about marketshare. Because when you’re only making $20 on a sale, you need lots of sales to make money.

  7. “Ha ha ha ha!!! MDN nuked the 1st three posts in record time. Is there ANY place on the internet more insecure than MDN? What cowards.

    Now the responses look ridiculous without the original posts. Nicely done MDN.”

    You got that right…..MDN is certainly a very insecure place.

  8. …and you think that Microsoft isn’t being crushed by the PC World in China. Poor deluded fools. The PC world in China will increasingly be Chinese at least in terms of making money and a lot of American and other companies will be finding that out as they fight over market share there.

  9. “!Ishkabibble

    Ha ha ha ha!!! MDN nuked the 1st three posts in record time. Is there ANY place on the internet more insecure than MDN? What cowards.”

    Yes, this is Mac Daily News… An acceptable post would be something intelligent like, “Wooooo Microsoft is TOAST, I just know it. I think they’ll be bankrupt in 2011!!!!! Go Steve!!!!!!</b></i>

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