1Q16 PC sales [IDC] : PCs decline but Apple and Dell outpace industry
1Q16 PC sales numbers are out from IDC and once again, PC shipments registerd YoY decline, this time at 11.5%. 60.6 million units of PCs were shipped last quarter. IN USA, the shipment decline is comparatively better and is at 5.8% (-ve growth). A total of 13.6 million units were shipping in USA. The good thing here is that Apple and Dell managed to fall much less when compared to other brands in global shipments. In USA shipments, Apple Dell and Lenovo managed to register positive growth. This gave Dell the lead in American market and thanks to 21.1% growth, Lenovo managed to take #3 from Apple.
“In the short term, the PC market must still grapple with limited consumer interest and competition from other infrastructure upgrades in the commercial market,” said Jay Chou, Research Manager, IDC Worldwide PC Tracker, “Nevertheless, IDC still projects total business IT spending to grow compared to 2015, and as we head toward the end of 2016 things should start picking up in terms of Windows 10 pilots turning into actual PC purchases.”
“Demand for PCs in the U.S. remains sluggish,” said IDC Research Director, Devices & Displays, Linn Huang. “However, we should be entering a period of reprieve. Peak corporate and education buying seasons have historically started in the second quarter. With some IT buyers thinking about early Windows 10 transitions and with the potential continued ascent of Chromebooks in U.S. K-12, the PC market should experience a modest rebound in the coming months.”
Top 5 Vendors, Worldwide PC Shipments, First Quarter 2016 (Preliminary) (Shipments are in thousands of units) | |||||
Vendor | 1Q16 Shipments | 1Q16 Market Share | 1Q15 Shipments | 1Q15 Market Share | 1Q16/1Q15 Growth |
1. Lenovo | 12,178 | 20.1% | 13,305 | 19.4% | -8.5% |
2. HP Inc. | 11,603 | 19.2% | 13,006 | 19.0% | -10.8% |
3. Dell | 9,017 | 14.9% | 9,201 | 13.4% | -2.0% |
4. Apple | 4,466 | 7.4% | 4,560 | 6.7% | -2.1% |
5. ASUS | 4,392 | 7.2% | 4,788 | 7.0% | -8.3% |
Others | 18,929 | 31.2% | 23,611 | 34.5% | -19.8% |
Total | 60,584 | 100.0% | 68,470 | 100.0% | -11.5% |
Source: IDC Worldwide Quarterly PC Tracker, April 11, 2016 |
HP and Acer were the only two in top five to register negative growth in USA shipments. Lenovo registered massive growth followed by Apple and Dell. This has resulted in Dell moving to the summit position. Given that entire MacBook lineup (except the new MacBook) is awaiting refresh, we may see Apple register solid growth in USA and in other regions once the new 2016 upgrades are out.
Top 5 Vendors, United States PC Shipments, First Quarter 2016 (Preliminary) (Shipments are in thousands of units) | |||||
Vendor | 1Q16 Shipments | 1Q16 Market Share | 1Q15 Shipments | 1Q15 Market Share | 1Q16/1Q15 Growth |
1. Dell | 3,483 | 25.6% | 3,343 | 23.1% | 4.2% |
2. HP Inc. | 3,445 | 25.3% | 4,011 | 27.7% | -14.1% |
3. Lenovo | 1,920 | 14.1% | 1,586 | 11.0% | 21.1% |
4. Apple | 1,765 | 13.0% | 1,672 | 11.6% | 5.6% |
5. Acer Group | 711 | 5.2% | 794 | 5.5% | -10.4% |
Others | 2,301 | 16.9% | 3,064 | 21.2% | -24.9% |
Total | 13,625 | 100.0% | 14,468 | 100.0% | -5.8% |
Source: IDC Worldwide Quarterly PC Tracker, April 11, 2016 |