Continuing from trends seen in recent quarters, Desktop volume was supported by commercial purchases while consumer fatigue was evident on the Notebook side, with Mininotebook PC shipments continuing the recent trend of slowing growth.
"Despite a sluggish start, the quarter ended with a good rally in September which could be a good prelude for what is ahead," said Jay Chou, research analyst with IDC's Worldwide PC Tracker Program. "Lower PC component costs, budding excitement around new media-centric form factors and continued business buying should still make for a competitive holiday season."
"Apple's influence on the PC market continues to grow, particularly in the U.S., as the company's iPad has had some negative impact on the mininotebook market. But, the halo effect of the device also helped propel Mac sales and moved the company into the number three position in the U.S. market," said Bob O'Donnell, IDC vice president for Clients and Displays.
Regional Outlook -
United States
* - Weak back-to-school sales and consumer fatigue characterized the market. The region grew 3.8% compared to a year ago, 7% below forecast, but still managed to record a positive sequential growth compared to the second quarter of 2010.Europe, Middle East and Africa (EMEA)
* - As expected maintained healthy double-digit growth in the back-to-school period, driven by continued recovery across the emerging markets and increasing business renewals in Western Europe. However, mininotebook demand continued to drop as anticipated leading to softer consumer growth.Japan
* - This was the only region to exceed forecast. Stronger than expected activity in the enterprise and SMB sector helped propel the market.Asia/Pacific (excluding Japan)
* - The region came in about 2% below projections at 13% yearly growth, as retail inventory in China and Indonesia impacted notebooks there. Desktops were slightly stronger than expected, but it was not enough to completely offset notebooks.
Vendor Outlook -
HP
* had a flat year overall but and managed to grow almost 3% in the U.S. Channel issues in Asia/Pacific were a contributing factor.Acer Group
* saw inventory issues cause backlog in the channel. Acer grew slightly slower than the market - primarily a result of strong year-ago performance. This was most evident in the United States and Japan, which saw the slowest growth. Meanwhile, Acer continued to make rapid gains in emerging markets.Dell
* grew nearly 10% overall and its business in emerging markets remains robust.Lenovo
* was strong across the board and gained more than 30%. Its Desktop sales benefited from continued business renewal projects and held on to have impressive gains in all regions, including its home turf in Asia/Pacific.ASUS
* continued to make strong gains across most regions despite having some inventory issues. Strong performance in Asia/Pacific helped it achieve growth of more than 30%.Toshiba
* grew above market and saw shipments increase more than 14% for the quarter as its notebooks continued to find good reception in the Asia/Pacific (excl. Japan) region. The company also saw solid growth in the U.S. and EMEA as well.
Top 6 Vendors, Worldwide PC Shipments, Third Quarter 2010
(Preliminary)
(Units Shipments are in thousands)
Rank Vendor 3Q10Shipments MarketShare 3Q09Shipments MarketShare 3Q10/3Q09Growth
1 HP 15,766 17.6% 15,799 19.6% -0.1%
2 Acer Group 11,648 13.0% 10,885 13.5% 7.0%
3 Dell 11,136 12.4% 10,154 12.6% 9.7%
4 Lenovo 9,213 10.3% 6,931 8.6% 32.9%
5 ASUS 4,793 5.3% 3,674 4.5% 30.5%
6 Toshiba 4,659 5.2% 4,066 5.0% 14.6%
Others 32,456 36.2% 29,284 36.2% 10.8%
Total 89,683 100.0% 80,793 100.0% 11.0%
Source: IDC Worldwide Quarterly PC Tracker, October 13, 2010
Top 5 Vendors, United States PC Shipments, Third Quarter 2010
(Preliminary)
(Units Shipments are in thousands)
Rank Vendor 3Q10Shipments MarketShare 3Q09Shipments MarketShare 3Q10/3Q09Growth
1 HP 4,591 24.3% 4,469 24.6% 2.7%
2 Dell 4,352 23.1% 4,578 25.2% -4.9%
3 Apple 1,999 10.6% 1,611 8.9% 24.1%
4 Acer Group 1,949 10.3% 1,946 10.7% 0.1%
5 Toshiba 1,592 8.4% 1,426 7.8% 11.6%
Others 4,387 23.3% 4,151 22.8% 5.7%
Total 18,869 100.0% 18,181 100.0% 3.8%
Source: IDC Worldwide Quarterly PC Tracker, October 13, 2010
Table Notes:
* Some IDC estimates prior to financial earnings reports.
* Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold.
* PCs include Desktops, Portables, Mini Notebooks and do not include handhelds and x86 Servers. Data for all vendors are reported for calendar periods.
IDC's Worldwide Quarterly PC Tracker gathers PC market data in 85 countries by vendor, form factor, brand, processor brand and speed, sales channel and user segment. The research includes historical and forecast trend analysis as well as price band and installed base data.
source: IDG