PcShipments
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IDC: Mac shipments down. Gartner: Mac shipments up.
It must be tough to be a market research firm these days. IDC released preliminary information of PC shipments for the first calendar quarter of 2013 today, showing the market to be dismal with an overall decline in PC shipments of almost 13 percent in the US year-over-year and Mac shipments apparently down 7.5 percent in the same period. On the other hand, Gartner's figures -- also released today -- show an 9.6 percent year-over-year decline in the US PC market, and shipments of Macs actually growing 7.4 percent in the same period. With Apple's fiscal second quarter earnings report coming up in less than two weeks, the conflicting numbers are sure to make financial analysts reach for the bottle of Jim Beam hidden in a desk drawer. As if the numbers from IDC and Gartner weren't perplexing enough, 9to5Mac points out that NPD Group's numbers show sales (not shipments) of Macs jumping a whopping 14 percent. Who's right? We'll all have to wait until the afternoon of April 23 to see the actual numbers from Apple. If history repeats itself once again, we're sure to see stellar numbers from Apple for most product lines, followed by a precipitous drop in AAPL's share price. You can join us for all the fun during our regular earnings call liveblog at 5 PM ET on April 23, 2013.
Canalys: PC and tablet shipments hit new high in Q2 with Apple in the lead, HP next in line
Wondering how the industry fared in the second quarter of 2012? Shipments in the PC sector, which in Canalys' book includes tablets, were higher than ever, totaling 108,708,780 units globally. iPad sales put Apple in the lead, with more than 21 million devices shipped (this figure also includes desktops and notebooks) in Q2, compared to just over 13 million during the year-ago quarter, representing a massive 59.6-percent year-over-year growth. HP, which led the way in Q1, has fallen to the second-place spot, with nearly 13.6 million shipments during the quarter ending yesterday, followed by Lenovo with about 13.2 million, Acer with nearly 10.7 million and Dell with roughly 9.7 computers sold. Manufacturers like ASUS and Samsung are represented in the substantial "others" category, which totals about 40.6 million devices. There's no question that the iPad is behind Apple earning the number-1 slot, and with the upcoming Windows 8 launch, those figures could shift drastically the next time around. Click on through to the source link below for the full Canalys breakdown.
Lenovo beats PC market with 46 percent profit surge
Yep, it's party-time in Beijing once again. While the PC industry as a whole reportedly grew by a tight handful of percentage points over the past year, Lenovo has somehow managed to continue its long-running growth spurt, with shipments up 44 percent and operating profits up 46 percent. Sales of both laptop and desktop (including IdeaCentre all-in-ones) grew roughly equally, helped along by blossoming demand in emerging markets, while fledgling smartphones and tablets also proved popular in Lenovo's homeland. The manufacturer reckons it's now second in command of the market behind HP, although it conveniently disregards Apple's iPad from its ranking.
China inches ahead of US in PC sales for the first time
We may be living in a "post PC" world according to some, but PCs are unquestionably still big business, and they're now a bigger business in China than anywhere else. That's according to the latest report from market research firm IDC, at least, which found that both PC sales and shipments in China inched ahead of those in the US for the second quarter -- the first time that's ever happened, and earlier than IDC had previously projected. In terms of hard numbers, that translates to sales of $11.9 billion in China (compared to $11.7 billion in the US), and shipments of 18.5 million units, which represents a 14.3 percent jump year-over-year (as opposed to a 4.9 percent drop to 17.7 million units in the US). Not surprisingly, Lenovo is the big winner in all of this -- it's both the top PC maker in China and the fastest growing one, with a market share just shy of 32 percent.
Apple takes a bite out of PC market
For the first time in six quarters, worldwide shipments of personal computers declined during the first three months of 2011, according to reports from Gartner Inc. and International Data Corp. (IDC) released this week. Despite faltering demand for PCs, Apple enjoyed increased sales and market share compared to the year-ago quarter. IDC's report indicated 80.6 million PCs shipped worldwide during the quarter -- a 3.2% decline from the same time last year. Gartner's figures showed sales dipped by 1.1% to 84.3 million units. In the United States, both firms agreed PC sales dropped from about 17 million units in the first quarter of 2010 to about 16.1 million PCs this year. Meanwhile, Apple watched its figures grow in the US, netting either 8.5% or 9.3% of the market -- a healthy jump from the 7% share the Cupertino-based company saw at the start of 2010. Apple's iPad may have also taken a significant bite out of PC sales. IDC said tablets like the iPad, which weren't included in either reporting firm's PC shipment calculations, contributed to shrinking demand for more powerful -- and more expensive -- notebooks and desktops.
IDC and Gartner's latest PC shipment stats show why Acer needed to make a strategic change
Gianfranco Lanci's departure from Acer last month came as a bit of a surprise, but looking at some fresh PC shipment data from the IDC, we can now understand why it had to happen. In Q1 of 2011, Acer suffered a precipitous 42.1 percent drop in PC shipments to the United States, falling from 2.3 million units in the first quarter of 2010 to 1.3 million in the first three months of this year. That's matched by a global downturn of 15.8 percent for the company's computer business, taking its market share from 12.9 percent down to 11.2. A percentage point and a half might not seem like much, but in the high stakes business of selling high volumes of devices with low profit margins, that can clearly make the difference between winning and losing, between living and dying (as a CEO). On a happier note, Lenovo surged upwards by 16.3 percent globally amid a market that shrunk a little overall. The IDC -- whose numbers are considered preliminary until companies confirm them in their quarterly financial reports -- identifies Acer's exposure to the shrinking interest in netbooks as the chief reason why it's now having to reorganize itself. That overhaul is already underway with a new logo and some attractively priced tablets, but it's likely to be a while before Acer gets back to challenging HP for world domination. Update: Gartner has dropped its figures for the first quarter as well, and while it doesn't see Acer losing out quite so badly in the US (minus 24.9 percent year-on-year), it agrees on its worldwide market struggles, placing its decrease in shipments at 12.2 percent.
