Worldwide PC shipments surpassed 85.2 million units in the second quarter of 2011, a 2.3 percent increase from the same period last year, according to preliminary results by Gartner, Inc. These results are below Gartner’s earlier projection for 6.7 percent growth.
“After strong growth in shipments of consumer PCs for four years, driven by strong demand for mini-notebooks and low-priced consumer notebooks, the market is shifting to modest, but steady growth, said Mikako Kitagawa, principal analyst at Gartner, in the press release. “The slow overall growth indicates that the PC market is still in a period of adjustment, which began in the second half of 2010.”
“Vendor’s performances have become variable as they have had to deal with significant inventory buildup, changes to their product mix, and the fact that growth has been coming mostly from emerging markets. Vendors are having to shift resources away from mature consumer markets. They are also invested in developing media tablets, many of which launched in the first half of 2011.”
HP continued to be the worldwide leader, as it accounted for 17.5 percent of worldwide PC shipments in the second quarter of 2011 (see Table 1). The company performed better than average in most regions, but it was pulled down by its performance in Asia/Pacific. Globally, HP achieved solid growth in the professional PC market, but it continued to face challenges in the consumer segment.
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q11 (Units)
Note: Data includes desk-based PCs, mobile PCs, including mini-notebooks but not media tablets such as the iPad. Final estimates will be subject to change. Source: Gartner (July 2011)
Dell moved into second place in the worldwide PC market for the first time since the fourth quarter of 2008. Dell did well in Asia/Pacific, where it has invested heavily lately. Professional PC refreshments definitely boosted Dell’s growth. Lenovo experienced the strongest growth among the top-tier vendors, as shipments increased 22.5 percent. Lenovo achieved strong growth in Asia/Pacific, the U.S. and Latin America with both desktop and mobile PCs.
Acer dropped from No. 2 to the No. 4 position in the worldwide PC market in the second quarter of 2011. It had a great deal of inventory in the distribution channel in the Europe, Middle East and Africa (EMEA) region. Acer’s problems stemmed from its low-price, high-volume business model, which is no longer effective.
In the U.S., PC shipments totaled 16.9 million units in the second quarter of 2011, a 5.6 percent decline from the second quarter of 2010. The major inhibitor was clearly a weak consumer PC market.
“Given the hype around media tablets such as the iPad, retailers were very conservative in placing orders for PCs. Instead, they wanted to secure space for media tablets. Some PC vendors had to lower their inventory through promotions, while others slimmed their product lines at retailers,” Ms. Kitagawa said.
“The professional PC sector was the bright spot in the U.S. market,” Ms. Kitagawa said. “Large enterprises were in the middle of their refreshment purchase period, which started last year. Small and midsize businesses (SMBs) were also at the peak of their refreshment periods. Due to budgetary constraints, the public sector had a slow start in the second quarter of 2011, even though the second quarter is typically a period of high PC sales.”
Based on preliminary results, Apple showed the strongest growth among the top-tier vendors in the U.S., as it climbed from fifth place to third, overtaking Acer and Toshiba (see Table 2). The preliminary findings show Apple’s performance far exceed the industry average, partly driven by an iMac refreshment that attracted both consumers and buyers in the education sector.
Preliminary United States PC Vendor Unit Shipment Estimates for 2Q11 (Units)
Note: Data includes desk-based PCs, mobile PCs, including mini-notebooks but not media tablet such as the iPad. Final estimates will be subject to change.
Source: Gartner (July 2011)
PC shipments in EMEA totaled 23 million units in the second quarter of 2011, a 4.8 percent decline from the second quarter of 2010. The consumer PC market in Western Europe remained weak, with consumer confidence weakened by continued economic problems in Southern Europe. The general feedback from retail channels remained pessimistic, especially in most of Southern Europe, with only France and Germany seeing stronger end-of-quarter shipments as channels cleaned out their inventory.
In Asia/Pacific, PC shipments reached 30.5 million units in the second quarter of 2011, a 9.6 percent increase from the same period last year. The PC market continued to grow moderately, cushioned from the volatility in other regions. However, individual market performances were mixed, with indications of channel inventory issues and delivery postponements in some Southeast Asian countries. India showed weaker-than-expected consumer demand, while China’s PC market grew 10.9 percent year over year. China’s growth was attributed to the release of pent-up demand for consumer PCs.
The PC market in Latin America grew 15 percent in the second quarter of 2011, as shipments totaled 9.2 million units. Concerns over Brazil’s overheating economy are abating with news that the country’s gross domestic product (GDP) for the first quarter of 2011 grew by 1.3 percent. Inflation in May was down from the previous seven months. Able Brazilian PC vendors are trying to expand in response to increased foreign competition. Local vendors are looking to make up for lost growth in their home country by entering foreign markets where multinational PC vendors are unlikely to venture.
PC shipments in Japan grew 5.5 percent in the second quarter of 2011, with shipments reaching 3.9 million units. The biggest contributor to growth in the professional market in the second quarter of 2011 was a supply-side factor. Many of the shipments in the second quarter had been postponed from March due to the earthquake and tsunami. In the consumer segment, demand for PCs to replace desktop PCs was the main driver of growth. All-in-one desktops and notebooks with large screens sold well at retail stores.
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 the Computing Hardware section on Gartner’s website at http://www.gartner.com/it/products/research/asset_129157_2395.jsp.
Source: Gartner, Inc.
IDC: Apple Mac took 10.7% share of U.S. PC market in Q211 – July 13, 2011
> Note: Data includes desk-based PCs, mobile PCs, including mini-notebooks but not media tablet such as the iPad.
That’s a key point that is mentioned as a “note.”
But I thought that Ballmer said that Microsoft considered tablets to be PCs (thus requiring Windows 8 rather than their Windows Phone 7 OS)?
The approach of counting tablets as computers would add millions to Apple’s numbers.
Ballmer, don’t look behind you, because you won’t like what you’ll see.
Focus upon staying as CEO…for as long as it takes.
Ballmer is the MAN …..
We sold ten zillion copies and and our mobil tablet will kick major butt once we know there is actually a market for that sorta thing, we will kick butt ….. Yea!
Yeehaw!!! And the ride begins, get ready now.
Now, if they would just pull out the sales of computers to only the consumer market, they’d probably find Apple owning about 25% of the market. I’d love to know what the actual number is…
Exactly. Filter the POS devices, enterprise, etc. How many are going to individual consumers?
Microsoft SAYS that tablets are PCs.
Gartner needs to include tablets as part of the PC number.
Exactly! Apple is now either the world’s #1 PC vendor or very close to it.
Forget pulling out sales to only the consumer market.
ADD IN tablet sales at a very conservative 6 million, and Apple almost doubles HP’s total and nearly takes the top spot worldwide.
The anti-Apple trolls at Gartner must be having aneurisms this week. LOVE it! 😎
Gartner agreeing with IDC?
Fire and brimstone coming down from the skies! Rivers and seas boiling! Forty years of darkness! Earthquakes, volcanoes… The dead rising from the grave! Human sacrifice, dogs and cats living together… mass hysteria!
Add in the iPad numbers for Apple’s last Quarter and Apple is number 2 worldwide with 13.2 million computers sold (not counting pocket-sized devices).