Asustek, Lenovo to increase market share: JPMorgan

By Kevin Chen  /  Staff reporter

Thu, Aug 16, 2012 - Page 14

Taiwan’s Asustek Computer Inc (華碩) and China’s Lenovo Group Ltd (聯想) are expected to increase their market share in all markets in the second half of the year despite slowing demand for personal computers, JPMorgan said in a report yesterday.

“Asustek and Lenovo are likely to be the fastest off the block for Windows 8-based products, which could accelerate share gains starting in the fourth quarter,” JP-Morgan analysts Gokul Hariharan, Alvin Kwock (郭彥麟) and Ashish Gupta said in the report.

In contrast, both Dell Inc and Hewlett-Packard Co will face declining market share in the second half because of their “relative lack of focus on PCs and slower time to market in new products,” the analysts said.

Meanwhile, Acer Inc (宏碁) could also see further share losses given the Taiwanese company “notably doesn’t figure as a leading partner for Microsoft in Windows,” they said.

The JPMorgan report came after Microsoft Corp announced a day earlier that Asustek, Lenovo, Dell and Samsung Electronics Co would make computers running on Microsoft’s Windows RT operating system.

The worldwide PC market was mostly flat in the first half from a year earlier, as consumers remained reluctant to purchase PCs amid technology transition and slowing economies, while waiting for new product launches by the end of the year, according to statistics compiled by International Data Corp.

Global PC shipments totaled 173.84 million units in the first six months of this year, up 1.09 percent from 171.96 million units in the same period last year.