PC Unit Shipment in Q2 2010

choi

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Press releases:
(a) Gartner Says Worldwide PC Shipments Increased 21 Percent in Second
Quarter of 2010. Gartner, July 14, 2010.
http://www.gartner.com/it/page.jsp?id=1401136

(b) PC Rebound Continues With Growth Over 22% Despite Mixed Economic Outlook
, According to IDC. IDC, July 14, 2010.
http://www.idc.com/getdoc.jsp?containerId=prUS22421910


Note: A summary of both releases, where the first of the pair is from
Gartner and the second, from IDC.

(1) Worldwide PC unit shipment for Q2 2010

..............Market Share (%) ..........Q2 09/Q2 10 Growth (%)
HP ............17.4/18.1 .................12.3/12.2
Acer ..........13.0/12.6 .................31.6/20.8
Dell ..........12.4/13.0 .................19.0/19.1
Lenovo ........10.0/10.2 .................47.2/47.3
ASUS ...........5.2/5.3 ..................78.5/83.6
Toshiba ........5.1/5.3 ..................27.5/26.2

(2) US PC unit shipment for Q2 2010

..............Market Share (%) ..........Q2 09/Q2 10 Growth (%)
HP ............25.7/25.7 .................13.9/14.2
Dell ..........23.7/24.0 .................10.1/10.9
Acer ..........11.3/11.0 ................ -0.1/1.0
Apple ..........9.8/8.8 ..................24.7/15.4
Toshiba ........8.7/8.5 ..................39.7/27.3

My comment:
(a) ASUS is surprisingly strong worldwide, forcing both market researchers
to have top six, instead of the usual five.
(b) Lenovo performs briliantly WORLDWIDE, which includes China--Lenovo's
home base. It is unclear how much Lenovo's growth is outside China. If the
growth mostly was derived from China, the feat is less admirable. See

中国魅力不减外资继续涌入. VOA Chinese, July 15, 2010.
http://www1.voanews.com/chinese/news/20100715-china-grows-economy-98550104.html
("据中国官方的数据，上半年，中国汽车销售增长37%，家俱销售增长39%，家用电器和
音像器材销售增长28%。")

These are what Gartner and IDC have to say about Lenovo:
(i) Gartner: "Lenovo's PC shipments increased 47.2 percent in the second
quarter of 2010, but there were some concerns over profitability as Lenovo
was aggressive on pricing in key regions.

(ii) IDC: "Lenovo had a strong quarter with over 47% growth and impressive
gains in all regions, especially EMEA [Europe, Middle East and Africa] and
emerging markets. The company continued to capitalize on its strength in
Asia/Pacific (excluding Japan), but also maintained rapid gains in North
America and Europe. Strong Portable PC growth was a major driver, but
Desktop deals into emerging markets and business renewals also played a part.

(c) There is no denying that Acer lost steam in US market.
(d) Ian Sherr, Global PC Shipments Grow A Fifth In 2Q On Business Demand.
Dow Jones Newswires, July 14, 2010.
http://www.cmemarkets.com/v3/2010/07/15/dj-updateglobal-pc-shipments-grow-a-fifth-in-2q-on-business-demand/

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choi

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Ashlee Vance, Acer's Sales Inch Closer to HP's. New York Times, July 19,
2010 (title in the print).
http://bits.blogs.nytimes.com/2010/07/15/acers-race-to-number-one-continues/?scp=1&sq=acer&st=cse

My comment:
(a) peanut gallery
http://en.wikipedia.org/wiki/Peanut_gallery
(b) I am unsure why the report looks past the IDC report that came out on
the same day, which cast a worse light on Acer's performance.

【 在 choi 的大作中提到: 】
: Press releases:
: (a) Gartner Says Worldwide PC Shipments Increased 21 Percent in Second
: Quarter of 2010. Gartner, July 14, 2010.
: http://www.gartner.com/it/page.jsp?id=1401136
: (b) PC Rebound Continues With Growth Over 22% Despite Mixed Economic Outlook
: (以下引言省略...)

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joshua

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Acer is not doing well in US, probably due to declining market of netbooks.

【 在 choi 的大作中提到: 】
: Ashlee Vance, Acer's Sales Inch Closer to HP's. New York Times, July 19,
: 2010 (title in the print).
: http://bits.blogs.nytimes.com/2010/07/15/acers-race-to-number-one-continues/?scp=1&sq=acer&st=cse
: My comment:
: (a) peanut gallery
: (以下引言省略...)

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