Worldwide PC shipments slip slightly in Q2, IDC says
Worldwide PC shipments were down 0.5% from a year ago to 31.1 million in the second quarter of 2002, Framingham, MA-based researchers IDC reports. Although shipment growth improved more significantly in the prior two quarters, the June quarter marks the fifth consecutive decline. The 0.5% decline compares with forecast growth of 1.3% while sequentially shipments were down 7.8% from the first quarter vs. a forecast decline of 6.2%.
“With steady improvement in prior quarters the market was somewhat optimistic about the speed of a recovery,” said Loren Loverde, director of IDC’s Worldwide Quarterly PC Tracker. “The fundamental drivers of a recovery are still in place – increasing economic stability if not improvement, an aging installed base, and continuing technology development – however, both consumers and business are still very cautious about investing. We still expect seasonal improvement in the second half, although the current results underscore the fragile state of the market.”
“The consumer breeze that had picked up in the fourth quarter of 2001, and which held through early 2002, died shortly after the second quarter began,” said Roger Kay, director of client computing at IDC. ”In a becalmed consumer market, those vendors with exposure in retail were hurt, and inventories built in the channel. Direct vendors and those with some shelter from the fickle winds of consumer taste managed to gain share, as the commercial segment saw modest activity. White box vendors fared relatively better than the market, while second-tier players did worse.”
“In the United States, commercial buying remained limited in the second quarter,” IDC reports. “However, weaker consumer demand was a surprise that left several vendors with channel inventory to clear.”
The story was similar in Europe, where commercial spending stayed flat and consumer buying was lower than expected. In Japan, lagging sales caused an inventory build-up, IDC says.
IDC reports that the new Hewlett Packard, which includes Compaq, has now assumed the number 1 spot in worldwide PC shipments. But is also said that facing a challenging merger in a difficult market, HP shipments for the quarter were down 16.2% year-on-year. “This quarter may have been among the more difficult for the merger, but with market share declining steadily over the past year, HP will need to focus its PC business to stay ahead of Dell,” IDC said
IDC also reported that Dell, still the number 1 PC vendor in the U.S., was the only one of the top 5 vendors worldwide to grow shipments from a year ago. Dell continued to outpace the market and maintain growth in each of the major regions although the U.S. market continued to be the real engine of Dell’s growth. U.S. shipments increased by over 19% in the second quarter, resulting in the company taking share from competitors.
IDC reports the following sales and market share worldwide:
Hewlett Packard: 4.693 million shipments, 15.1% share
Dell: 4.6 million, 14.8%
IBM: 1.959 million, 6.3%
Fujitsu Siemens, 1.196 million, 3.8%
NEC: 1.01 million, 3.2%.
Others: 17.623 million, 56.7%
In the U.S. IDC reported:
Dell: 3.013 million, 26.8%
Hewlett Packard: 1.99 million, 17.7%
IBM: 660,000, 5.9%
Gateway: 651,000, 5.8%
Apple: 459,000, 4.1%
Others: 4.479 million, 39.8%
IDC`s Worldwide Quarterly PC Tracker gathers PC market data in 55 countries.
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