Fri, Jul 17, 2009 - Page 11 News List

Global PC shipments in Q2 better than expected

BROAD-BASED GROWTH IDC said there was growth across all regions in the last quarter and world No. 3 Acer continued to gain on Dell, especially in the US market


Global shipments of personal computers fell less than expected in the second quarter, data released on Wednesday showed, underscoring optimism sparked by Intel Corp’s results.

Acer Inc (宏碁) continued to gain on Dell Inc, which recovered its top US ranking but ceded market share to its rivals elsewhere, industry tracker IDC said.

Worldwide PC shipments fell about 3 percent from the year-ago quarter, which was better than its forecast of a more than 6 percent drop, IDC said.

Gartner, which also tracks such numbers, estimated second-quarter PC shipments slid 5 percent year on year, compared with an expected decline of nearly 10 percent.

Intel reported second-quarter results ahead of Wall Street estimates on Tuesday, fueling hopes of a recovery in the beaten-down PC sector.

“The better than expected results can be interpreted as a small sign of a PC market recovery in terms of shipment volumes in some regions,” Gartner analyst Mikako Kitagawa said in a statement.

“When we finished the first quarter ... there was some doubt about whether shipments had been based on inventory replenishment or whether this really was the bottom,” IDC analyst Loren Loverde said.

“The growth was broad-based across regions. Essentially all regions did better than expected, so that’s very positive,” he said.

Loverde said PC shipments could show growth by the fourth quarter, thanks to strength in notebook PCs.

“It’s also good in the sense that there’s additional potential as the commercial market recovers,” he said.

Whether the consumer market remains the primary driver in coming quarters or corporate spending returns, could have significant impact on PC maker rankings, analysts said.

Dell, whose business is concentrated in the enterprise market, managed to hold on to its No. 2 ranking in the second quarter with a market share of 13.7 percent, but suffered a massive 17.1 percent year-on-year decline in shipments, IDC said.

Despite a dramatic 23.7 percent year-on-year increase in shipments, Acer, which has ridden strong netbook sales, stayed in its No. 3 global spot with a 12.7 percent market share.

But the Taiwanese company has Dell in its sights. While the US company saw market share slip 2.4 percentage points compared with a year ago, Acer expanded its slice of the market by 2.7 percentage points.

Acer “saw a significant gain in the US market, likely benefiting from the troubles of Dell and Lenovo,” IDC said in a statement.

Hewlett-Packard Co held onto the top spot among PC makers in the second quarter, showing year-on-year growth of 3.6 percent in shipments, for a market share just shy of 20 percent.

Lenovo Group Ltd (聯想) and Toshiba Corp kept their positions as No. 4 and 5 respectively, both showing positive growth.

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