HP Takes the Lead in U.S. PC Market as Consumer Shipments Beat Expectations, According to IDC
FRAMINGHAM, Mass. — (BUSINESS WIRE) — April 15, 2009
While the economic crisis continues to unfold, low-cost Portable PCs
continue to appeal to Consumers and support growth in the PC market.
Worldwide PC shipments (including Desktop and Portable PCs, but
excluding x86 Servers) were down 7.1% year over year in the first
quarter of 2009 (1Q09) – slightly better than a projected decline of
8.2% – according to IDC’s Worldwide Quarterly PC Tracker.
While concern over the global recession and the fear of rising
unemployment continues to weigh on commercial spending and consumer
confidence, PC demand has nevertheless remained somewhat resilient
compared to the last downturn. Falling prices, fueled in part by Mini
Notebook PCs and added efforts in channel development, have helped to
minimize the market contraction. The United States fared well, with
shipments falling only 3% as HP, Acer, and Toshiba leveraged Portable
sales into solid growth. Europe, Middle East and Africa (EMEA) and
Asia/Pacific excluding Japan (ApeJ) also came in slightly better than
“Tight credit and economic concerns have certainly taken a toll on PC
shipments in the last couple quarters, but the move to portables, fueled
by Mini Notebooks and falling prices, has mitigated the impact,” said
Loren Loverde, program director for IDC’s Worldwide Quarterly PC
Tracker. ”Following a drawdown in inventory throughout the supply chain,
we expect more stable production over the next couple quarters, with
growth returning around the end of the year.”
“The U.S. PC market proved to be surprisingly resilient this quarter as
notebooks were still seen as important purchases by many U.S.
consumers,” said Bob O’Donnell, vice president, Clients and Displays
research at IDC. “HP's dethroning of Dell as the U.S. market share
leader and extending its worldwide market share lead is a testament to
the company's solid record of business execution over the last several
quarters and indicates that Dell still faces some challenges in its
efforts to reignite its business.”
United States – The U.S. PC market fared better than expected,
and breaking with tradition, even outperformed the global market and
many emerging regions. The preliminary figures provide a glimmer of
hope that consumer spending may not be as weak as predicted and
opportunities for growth remain in key segments. Major vendors
experienced some unexpected growth in the retail channel in the
beginning of the year, as consumer spending on notebooks continued.
Record low prices and the steady penetration of Mini Notebooks
(including Netbooks) helped drive PC shipments. HP and Acer led the
charge, both with remarkable double-digit growth. Desktop shipments
suffered greatly, essentially affected by stalled demand in the
enterprise market, a trend likely to continue as the economy remains
Europe, Middle East, and Africa (EMEA) – EMEA recorded its
first yearly decline since the 2001 recession. In line with forecasts,
the CEE region remained the most affected while growth in Western
Europe declined moderately considering the overall environment.
Desktop sales continued to decline across the region. While portable
PCs continue to drive demand, sales remained flat, aided by sustained
demand for mini notebooks, particularly in Western Europe.
Japan – Despite some signs of resilience at the end of last
year, Japan ultimately succumbed to economic pressure like other
regions. Mini Notebook PC adoption continued to grow, but commercial
and Desktop volume continued to fall while consumers cut back on
purchases of more expensive systems faster than expected.
Asia/Pacific excluding Japan (APeJ) – The region met
expectations as most major countries came close to forecasts,
balancing another sizable decline in India. Desktop shipments declined
faster than expected, especially as commercial activity remain weak.
Consumer portables were the main driver for the region, particularly
in Greater China.
HP grew 2.9% overall and claimed the number 1 spot in the U.S.
Sales were boosted by solid demand in Consumer notebooks, especially
in United States and Japan, which saw double-digit growth in part from
strong showing in the retail channel. Internationally, HP shipments
were down just 1% from a year ago while the total market was down near
Dell had a tough quarter across the board, though it fared
better in some emerging regions. A weak Commercial market resulted in
faster declines in Desktops while its Portable sales struggled to
address competition and the shift to low priced consumer systems.
However, its recent alliance with Ingram Micro and Tech Data could pay
dividends in short order.
Acer had a solid quarter with shipments increasing nearly 7%
from a year ago. The company continues to expand rapidly in the
Americas. Growth remained positive, but slower than recent periods in
EMEA and Asia/Pacific. Acer is pushing quickly into large-screen Mini
Notebooks, building on its success in this category.
Lenovo saw total growth in-line with the market as gains in
Asia/Pacific offset losses elsewhere. Lenovo shipments in APeJ were
roughly flat from a year ago while the rest of the market saw
declines. Although this reflects the company’s stated focus on
Asia/Pacific, it risks letting other regions deteriorate. The company
struggled through a management change in Japan, producing Lenovo’s
slowest growth, but Americas shipments were also down near 20% from a
Toshiba finished 1Q09 with 11.6% growth. Its continuing focus
on Portable PCs contributed to share gains in every region. The
company saw strong growth in the United States and APeJ, while growth
in EMEA and Japan slowed.