Gartner: Apple grabbed 8% share of U.S. PC market, 34% growth YOY

Apple StoreWorldwide PC shipments totaled an estimated 84.3 million units in the first quarter of 2010, a 27.4% increase from the first quarter of 2009, according to preliminary results by Gartner, Inc. These first quarter results have exceeded Gartner’s earlier market outlook. Gartner had been expecting first quarter PC shipments to grow 22%.

“The stronger-than-expected growth was led by a robust recovery in the Europe, Middle East and Africa (EMEA) PC market, which grew 24.8 percent in the first quarter of 2010,” said Mikako Kitagawa, principal analyst at Gartner. “All other regions recorded double-digit growth rates, although the U.S. and Latin America were slightly lower than what we had expected.”

“These first quarter results indicate that the professional PC market is gradually picking up, driven by PC replacements in mature markets,” Ms. Kitagawa said, in the press release. “With a relatively positive macroeconomic outlook, business demand was more forthcoming. Major PC replacement demand driven by Windows 7 will become more apparent in the second half of 2010 and the beginning of 2011.”

HP continued to be the leader in worldwide PC shipments, but its growth was below the worldwide average in the first quarter of 2010. HP faced continued pressure from its Asian rivals that are gaining share. However, HP’s strength could be apparent as the professional market rebounds.

Preliminary Worldwide PC Vendor Unit Shipment Estimates for 1Q10 (Thousands of Units)

Note: Data includes desk-based PCs and mobile PCs. Source: Gartner (April 2010)

Acer had strong shipment growth across all regions. Acer’s business model allows it to meet price points that other vendors find difficult to match. Dell achieved year-over- year growth above 20 percent for the first time in two years. Dell’s growth was attributed to strong international sales.

Lenovo’s PC shipments increased 59.2 percent in the first quarter of 2010. Lenovo’s commitment to expand into the consumer segment seems to have brought positive results, although its high dependence on China’s market remained unchanged. ASUS joined the worldwide top 5 ranking for the first time, sharing the position with Toshiba. ASUS had PC shipments increase 114.8 percent in the first quarter. The company quickly increased market share with its mini-notebook launch in 2008, but it has also successfully expanded into the traditional mobile PC market.

In the U.S., PC shipments totaled 17.4 million units in the first quarter of 2010, a 20.2 percent increase from the first quarter of 2009. The U.S. market has registered two consecutive quarters of double-digit shipment growth.

“Although the first quarter is not typically a strong quarter for the consumer market, growth in the consumer segment was strong. We are expecting about 30 percent growth in the U.S. consumer PC market in the first quarter of 2010. The positive economic outlook and affordable system prices drove U.S. consumers to buy more PCs. These purchases either replaced aging PCs or became additions to buyers’ households,” Ms. Kitagawa said. “In the professional segment we are seeing gradual signs of improvement, and we are expecting about 10 percent growth in the professional market in the first quarter.”

HP maintained the top position in the U.S. market, but its growth was below the market average (see Table 2). Dell retained the No. 2 position in the U.S. market, but continued to face challenges in the consumer market. Toshiba’s shipments grew 50 percent in the U.S. market, as it became more competitive with pricing and promotions. Toshiba also did well in the value segment of notebooks. Apple created major attention with its media tablet, the iPad, which launched in April. The hype around the iPad added positive sentiment to the company’s PC shipments. Early estimates showed that Apple grew 34 percent in the U.S. market.

MacDailyNews Note: Apple is due to report quarterly results, including actual Mac unit sales totals on Tuesday, April 20, 2010 at 2pm PDT/5pm EDT.

Preliminary U.S. PC Vendor Unit Shipment Estimates for 1Q10 (Thousands of Units)

Note: Data includes desk-based PCs and mobile PCs. Source: Gartner (April 2010)

In the first quarter of 2010, PC shipments in EMEA totaled 27.1 million units, a 24.8 percent increase from the first quarter last year. The first quarter volume was the biggest on record. The EMEA market was boosted by exceptional mobile consumer market demand, which continues to grow unabated. The professional market is starting to see some upside mainly coming from small businesses, rather than large businesses. However, the pipeline is positive with large tenders for major hardware refreshes coinciding with Windows 7 deployments.

In Asia/Pacific, PC shipments reached 26.5 million units, a 36.9 percent increase from the first quarter of 2009. PC shipments in China grew 45.4 percent; this growth was led by consumer PC demand due to the Chinese New Year holidays, when promotions and students’ winter holidays stimulated purchases, especially of mobile PCs.

The PC market in Latin America grew 35.4 percent, with shipments reaching 7.2 million units in the first quarter of 2010. Brazil has a large volume of local shipments because of high tariffs imposed on imported PCs. Consequently, growth in Latin America largely depends on these vendors.

In Japan, PC shipments totaled 4.3 million units in the first quarter of 2010, a 14.7 percent increase from the same period last year. Two major growth drivers are the continuous demand in the education market and introductions of new products in the consumer market.

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. Additional research can be found on Gartner’s Computing Hardware section on Gartner’s Web site at http://www.gartner.com/it/products/research/asset_129157_2395.jsp.

Source: Gartner, Inc.

22 Comments

  1. Most certainly they won’t. Which will cause the ‘netbook’ segment, against the iPad is effectively competing, to skew results heavily against Apple, until iPad thoroughly destroys netbook as a category. Once other PC makers begin making their own non-windows tablets, these analysts may finally begin to figure out in what category to put these devices when analysing growth.

  2. You see, my friends why Apple has decided to become, as SJ has declared, a mobile device company.

    MDN: please take a poll and as how many of us believe SJ will still be selling real computers five years from now. My bet is a great majority of responders will say yes.

    That’s because they are not paying attention to what SJ is saying and doing. As far as he is concerned, the future is an iPad world and for those of us who need more than a reader/player/surfer device, well, we’ll find ourselves discarded into the scrap heap of SJ’s failed effort to change the world of real computing.

    No matter hard hard he tried, or how much better his machines and his OS is – it was just too late to break MSoft’s hold on the world.

    So, we’ve got phones, pods, and pads or, stated another way: the dumbed down version of what might have been if SJ had only been a little less arrogant and a little more smarter.

  3. @ Problem,

    You have a problem. When it comes to content creation, you need a computer.

    When it comes to getting a computer for content creation, if given a choice, creators choose Macs every time.

    Steve has said this many times. The Mac is not going to disappear.

    Go peddle your bullshit elsewhere.

  4. “a little more smarter”????
    Wow – where do I begin….
    1. Consider breaking the numbers of units sold into meaningful segments (ie similarly prices laptops Apple vs Anyone – Apple wins)
    2. Many MANY PeeCees sold sit on desks unused (ie exam rooms at Duke), or as little more then terminals into a Citrix-run program suite.
    3. Just LOOK at Apples numbers

    @Problem: SJ is quite smart. In fact, he drives this entire PC segment. ALL portable PC designs are based on SJ design (keyboard pushed back, hand rest forward, trackball (now pad) front and center).
    ALL all-in-one Desktop designs are based on SJ
    ALL handheld touch devices are based on SJ (incl multitouch)
    ALL future PeeCee tablets will LOOK like the iPad, and probably try to act similarly (but fail as usual).

    Apple didn’t “decide” to become a mobile device company. I absolutely LOVE my iMac 27in quad-core i7 screamer. I LOVE my MBP 17″ (even as the NEW MBP have the incredible i5 and i7 and better graphics just announced).

    I ALSO LOVE my iPod, and iPad.

    NO, APPLE is simply providing what the customers want. We want to have horsepower if we need it, but a lighter-weight but fantastically capable device when we want it (couch-computing, traveling, etc).

    Perhaps you need to think a little more before you note that SJ needs to be “a little more smarter” (and take some grammar lessons…)

  5. @ Problem
    You gotta problem. Show me the profits from the margins that HP gets on their machines versus Apples. Apple will still be making the best portable and desktop computers for years and years to come.

    Oh, how’s that M$ Kin phone working for ya?

  6. Apple selling ~3MM Mac will give it a world wide market share of ~4%. This is about twice as much as it had 5 years ago.

    We also have to remember that these numbers include netbooks which account for the majority of the gains for ASUS and possibly Toshiba. It’s a great way to get market share but a lousy way to make money (high volume low margin).

    The fact that Apple is approaching 10% share in the US and 4% world wide is fantastic. We also know that Apple’s margins are far better than anyone else and they have to sell less PCs to make significantly more money.

    I still would like Apple to slowly lower the price of their products. They did this with the iPod and managed to squeeze out all the competition.

    However they may be thinking that the iPad rather than MacBooks will be better to compete against netbooks. They could be right but I would still like to see prices go down a wee bit more.

  7. This is SUCH a Red Herring! I am glad that Steve Jobs doesn’t fall for this like other CEOs. %Market Share is one of the least important parts of any business. What matters is PROFIT. Also APPLE owns the “best” part of the market. High end earners.

    I just laugh at the thought of how Dell, HP, and Acer will respond…”we gotta drop our prices and crank out MORE pieces of crap…that’ll show Apple” or maybe even better…”Just wait till we get our hands on Windows 8!”

  8. We have had precious little MAC news of late. More about the iPhone and even more about the iPad. That 34% growth looks really solid. Sure, two others in the Top 5 hit 50% growth, but two others couldn’t manage 8% growth. Growing faster than the market itself is generally a Good Sign.
    The iPad will be counted in another category, when it is counted, so don’t expect it to skew the numbers much. May actually steal some of the Mac’s thunder! But, the Mac isn’t the only “creating” machine! PC’s with MS Office create most of the documents used in the Enterprise. Pages and Numbers on the iPad are more about “display” than “create”. Now-a-days my wife writes Plays in Pages, but I doubt it is a major player in the market. Even just on the Mac side.

  9. Interesting the number of trolls popping up trying to spread FUD about Apple eventually discarding Macs in favor of iPhone/iPad.

    Of course, you have to conveniently overlook the professional-level, content creation software products Apple sells, which run only on Macs – Logic, Final Cut, etc. Oops. Those don’t fit into the “Macs will go away” FUD scenario, do they? Funny how they don’t mention anything about that.

    Different tools for different needs – that’s the whole reason for the existence of the iPhone, iPod touch, iPad, and all the different kinds of Macs. And since all of these products are selling, and selling very well, there’s no earthly reason for them to disappear anytime soon. Despite what the FUDmongers say.

  10. “FUD about Apple eventually discarding Macs in favor of iPhone/iPad.”

    In the next few years, look for a lot more windows pcs to be discarded in favor of the iPad.

    If you actually need a computer, the Mac is the only real choice. Most people can do everything they want or need with an iPad.

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