The newest stories from market intelligence corporations IDC (International Data Corporation) and Gartner present that Lenovo continues to lead with regards to PC gross sales (which incorporates desktops and laptops) – but it appears to be like like Apple may very well be catching up.
The PC business as a complete seems to be having an awesome 2019 thus far, with IDC reporting that 64.9 million models had been shipped in Q2 2019, which is a 4.7% year-on-year improve.
IDC notes that this is “notably larger” than its earlier estimates, thanks in half to Intel’s processors being extra available.
“Supply for Intel’s processors improved markedly throughout the quarter, permitting most PC distributors to satisfy previous orders whereas additionally delivery a wholesome provide of recent PCs into the channels,” stated Jitesh Ubrani of IDC.
The commerce standoff between the US and China additionally seem to have prompted a surge, with Ubrani noting that “the specter of elevated tariffs led some PC makers to ship a surplus of desktops and notebooks, thereby artificially propping up the PC market throughout the second quarter.”
It additionally appears to be like just like the looming arrival of Windows 7’s End of Life is boosting gross sales, as corporations and people improve their Windows 7 machines forward of January 14, 2020, which is when Microsoft is ending help for the aged working system.
Lenovo is nonetheless king
According to IDC, Lenovo stays the highest firm with regards to PC market share, with 25.1% of the market and a development of 18.2%.
HP is subsequent, with 23.7% market share, adopted by Dell with 17.9% and Acer with 6.6%. Apple simply makes it into the highest 5 with 6.3% – but IDC estimates the Cupertino firm noticed development of 9.6% – which is the largest development seen by an organization other than the seemingly-unstoppable Lenovo.
‘Estimates’ is a key phrase right here, as Apple now not stories Mac unit gross sales, which makes it difficult for market analysts to verify simply what number of computer systems Apple is promoting.
Differences of opinion
While IDC’s report paints a relatively rosy (if probably transient) image for the PC business in normal and Apple in specific, Gartner’s report tells a unique story.
According to Gartner, PC shipments additionally grew in the second quarter of this 12 months, but solely by 1.5% in comparison with Q2 2018. Again, Gartner factors to the truth that Intel’s processors are actually extra available.
“There are indicators that the Intel CPU scarcity is easing, which has been an ongoing affect to the market for the previous 18 months,” stated Mikako Kitagawa, senior principal analyst at Gartner. “The scarcity primarily impacted small and midsize distributors as massive distributors took benefit and continued to develop, taking market share away from the smaller distributors that struggled to safe CPUs.”
A much bigger distinction between stories is that Gartner means that Apple had a far worse 12 months than IDC estimates, with the corporate having a detrimental development of -0.2%. According to Gartner, Apple’s Mac shipments had been the bottom they’ve been since 2014.
The stark distinction in stories for Apple present how tough it may be to estimate gross sales when the corporate does not present data. Only Apple itself will actually know the way properly (or how badly) it did this 12 months.
However, Gartner’s report does correlate with IDC’s findings in some regards. It places Lenovo on the prime of PC producers with a 25% market share, with HP subsequent at 22.2% and Dell third with 16.9%. That largely matches up with IDC’s report.
However, Gartner places Apple fourth with 5.9% market share, and Acer fifth with 5.4%.
With these differing outcomes, it’s arduous to get a agency thought of how properly Apple’s computing division is doing, but it looks as if the corporate is at round 6% market share.
We could be extra sure that Lenovo continues to lead PC market share, and that the PC market has been rising this 12 months. However, with the US/China commerce struggle nonetheless looming, who is aware of how lengthy that can final.