Gartner Says Worldwide PC Shipments Declined 5 Percent in Second Quarter of 2009

Asia/Pacific and U.S. Results Indicate Signs of a Gradual PC Market Recovery While EMEA Shows On-Going Weakness in the Region

STAMFORD, Conn.--(BUSINESS WIRE)--Worldwide PC shipments totaled 68.1 million units in the second quarter of 2009, a 5 percent decline from the second quarter of 2008, according to preliminary results from Gartner, Inc. The market performed better than Gartner had expected. In June, Gartner had forecast second quarter PC shipments to decline 9.8 percent.

“Mini-notebooks aside, some vendors had very aggressive pricing of regular mobile PCs below $500 at U.S. retailers”

“In the first quarter of 2009, inventory re-stocking played a major role in shipment growth, but this was less of a factor in the second quarter,” said Mikako Kitagawa, principal analyst at Gartner. “Though the market was still in decline, 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. PC shipments in Asia/Pacific and the U.S. were better than our expectation, while shipments in the Europe, Middle East and Africa (EMEA) region indicated on-ongoing weakness.”

Hewlett-Packard’s shipment growth was ahead of the worldwide average (see Table 1), as its international business performance was better than at home in the U.S. HP continued to be aggressive on low priced mobile PC systems. Dell and Acer once again effectively tied for the second position in the global market. On the revenue side, however, Dell’s shares were expected to be much higher than Acer’s. This is because Acer’s shipments were mainly fueled by low cost systems, while Dell’s shipments had broader product coverage from low to high priced systems. Lenovo was driven by strong shipment growth in Asia/Pacific, while shipments in the U.S. and EMEA were below the regional averages.

                       

Table 1

Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q09 (Thousands of Units)        


Company
       

2Q09

Shipments

   

2Q09 Market

Share (%)

   

2Q08

Shipments

   

2Q08 Market

Share (%)

   

2Q09-2Q08

Growth (%)

Hewlett-Packard 13,371 19.6 13,012 18.1 2.8
Dell Inc. 9,259 13.6 11,160 15.6 -17.0
Acer 9,196 13.5 6,851 9.5 34.2
Lenovo 5,758 8.4 5,581 7.8 3.2
Toshiba 3,395 5.0 3,087 4.3 10.0
Others 27,169 39.9 32,050 44.7 -15.2
Total         68,149     100.0     71,741     100.0     -5.0

Note: Data includes desk-based PCs, mobile PCs and X86 servers.

Source: Gartner (July 2009)

 

PC shipments in the U.S. totaled 16.4 million units in the second quarter of 2009, a decline of 1.2 percent from the second quarter of 2008 (see Table 2). These results beat Gartner’s expectation of a 12 percent year-over-year decline. Desk-based PCs continued to show a double-digit decline, while mobile PC shipments showed strength with an increase in the 20 percent range.

“Mini-notebooks aside, some vendors had very aggressive pricing of regular mobile PCs below $500 at U.S. retailers,” Ms. Kitagawa said. “Aggressive pricing determined the winners and losers for market share gains in the U.S. consumer market.”

After losing the No. 1 position in the first quarter of 2009, Dell returned to the top position with a slight difference over HP (of just 0.3 percentage points). Dell’s challenge had been to protect its margins and share at the same time. Gartner analysts said that in the second quarter, Dell’s strategy appeared to be more towards defending its market share.

HP grew above the industry average in the U.S., and it had very aggressive pricing in the low-end consumer mobile PC market. Acer was very aggressive on pricing for both mini-notebooks and regular notebooks.

                       

Table 2

Preliminary United States PC Vendor Unit Shipment Estimates for 2Q09 (Thousands of Units)        


Company
       

2Q09

Shipments

   

2Q09 Market

Share (%)

   

2Q08

Shipments

   

2Q08 Market

Share (%)

   

2Q09-2Q08

Growth (%)

Dell Inc. 4,248 26.0 5,227 31.6 -18.7
Hewlett-Packard 4,209 25.7 4,161 25.1 1.2
Acer 2,318 14.2 1,331 8.0 74.2
Apple Computer 1,422 8.7 1,387 8.4 2.5
Toshiba 1,120 6.8 915 5.5 22.5
Others 3,034 18.6 3,529 21.3 -14.0
Total         16,351     100.0     16,549     100.0     -1.2

Note: Data includes desk-based PCs, mobile PCs and X86 servers.

Source: Gartner (July 2009)

 

The EMEA PC market had a double-digit decline for the second quarter in a row. PC shipments in EMEA totaled 20.6 million units, a 10.9 percent decrease from the same period in 2008. In Germany and France, consumer demand weakened in the second quarter. Central Eastern Europe pulled the overall performance of the EMEA market down with declines of more than 30 percent, as Russia and the Baltics showed little signs of renewed demand.

PC shipments in Asia/Pacific registered 20.5 million units in the second quarter of 2009, a 2.3 percent increase from the second quarter of 2008. This is the first positive growth indicator after two quarters of negative shipments. The market was driven by China. The PC market in China grew 7 percent in the quarter. The main contributor was the release of pent up demand since the fourth quarter of 2008, as well as improved market confidence fueled by China’s stock market and real estate industry.

In Latin America, PC shipments totaled 5.8 million units in the second quarter of 2009, a decline of 16.6 percent, from the same period last year. A myriad of macroeconomic factors are affecting Latin America PC consumption, particularly in Mexico where many major sources of income, such as tourism, remittances and trade, have been rapidly diminishing. Brazil’s position seems slightly stronger than previously anticipated because of stronger consumption due to the Brazilian government’s stimulus spending.

PC shipments in Japan surpassed 3.4 million units in the second quarter of 2009, a 3.2 percent decline. The professional market continued to indicate weak performances because of sluggish demand from the corporate segment that has been affected by the recession. The consumer segment maintained a low to mid teen double-digit growth rate compared to the same period last year.

These results are preliminary. Final statistics will be available soon to clients of Gartner's PC Quarterly Statistics Worldwide by Region program. This program offers a comprehensive and timely picture of the worldwide PC market, allowing product planning, distribution, marketing and sales organizations to keep abreast of key issues and their future implications around the globe. Additional research can be found on Gartner's Computing Hardware section on Gartner's Web site at http://www.gartner.com/it/products/research/asset_129157_2395.jsp.

About Gartner

Gartner, Inc. (NYSE: IT) is the world's leading information technology research and advisory company. Gartner delivers the technology-related insight necessary for its clients to make the right decisions, every day. From CIOs and senior IT leaders in corporations and government agencies, to business leaders in high-tech and telecom enterprises and professional services firms, to technology investors, Gartner is the indispensable partner to 60,000 clients in 10,000 distinct organizations. Through the resources of Gartner Research, Gartner Executive Programs, Gartner Consulting and Gartner Events, Gartner works with every client to research, analyze and interpret the business of IT within the context of their individual role. Founded in 1979, Gartner is headquartered in Stamford, Connecticut, U.S.A., and has 4,000 associates, including 1,200 research analysts and consultants in 80 countries. For more information, visit www.gartner.com.

Contacts

Gartner, Inc.
Christy Pettey, 408-468-8312
christy.pettey@gartner.com

Better Be Business Wired.

Business Wire is the leading source for press releases, photos, multimedia and regulatory filings from companies and groups throughout the world.