IDC PC shipment Data for Q2 99 (Preliminary) US & Worldwide shipments.
Sam:
Here is the deal from IDC.
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IDC Says Compaq Remains Number One in Worldwide PC Market, but Dell Nearly Closes the Gap in the United States
Ever-Cheaper PCs Behind Impressive Market Expansion
July 26, 1999 - Strong consumer demand and continued growth of the "Nearly Free PC" movement drove Q2 1999 year-over-year worldwide PC unit growth of 27%, according to preliminary estimates released today from International Data Corporation (IDC). Worldwide shipments rose to 25.6 million, representing a sequential decline of 2.5%.
Worldwide volume growth was led by the United States, which expanded a robust 35.3% to 10.8 million units in Q2 1999. The U.S. market was strong across a range of PC categories and customer segments, but the fervor in the consumer market was unseasonably strong. "The potent combination of the super low-cost segment with the subsidized or 'nearly free' PC model, rebates, and Internet service provider bundling catalyzed market expansion," said Christine Arrington, manager of U.S. PC Tracking at IDC.
Markets in Asia/Pacific continue to gain momentum as the introduction of the "Nearly Free PC" model and increased interest in the Internet drive demand. High levels of consumer PC demand continue to swell in the Japanese marketplace, which rang up the highest year-on-year Q2 1999 growth of any region worldwide.
Sales of commercial PCs in Western Europe were very healthy and offset slowness in consumer demand throughout the region. Elsewhere, Russia and Brazil continue to slowly make progress toward a turnaround as the Canadian and Middle East markets offset their weakness with positive growth.
Vendor Results
Unit gains worldwide were strong for many major vendors in a market that is still marked by a major squeeze on revenue, profit, and margin growth, even for many better-positioned brands. The top vendors in the United States focused on luring consumers and building programs and practices devoted to creating revenue "outside the box."
In a time of executive turmoil, Compaq tapped into strong consumer PC demand, which resulted in strong quarterly performance for its Presario desktop and mobile lines. The company also managed to capture 14.6% of the worldwide market and hold on to its lead as the number-one PC vendor in the world. In the United States, however, Compaq retained a very narrow lead over Dell, which finished with almost identical volume to that of its Houston rival.
In the United States, Dell's unit volume increased 55% as the company expanded its consumer business and enjoyed outstanding growth in its commercial lines. The company also focused on its internal capabilities by expanding staff and manufacturing capacity.
IBM rose to the number-three share spot in the United States. The company reported year-over-year growth of 70% with much of this success attributed to the performance of the mobile products and commercial desktops, which also fueled healthy growth in international markets.
In the United States, Gateway fell to the number-four position and lost market share in what is traditionally its slowest quarter. Like others, the company did benefit from strong consumer demand. The company's volume, however, was close to that of the fifth-ranked vendor, Hewlett-Packard.
HP has emerged as a powerful retail force in the low-cost U.S. PC market. Its high-end PC and personal workstation lines also performed well in Q2. Outside the United States, the company had success in Western Europe and Asia/Pacific due to the performance of its commercial lineup.
On a worldwide basis, the combined NEC (including Japan) and Packard Bell weighed in at the number-five market share spot. The company showed limited unit growth as its U.S. operations continue to struggle with volume growth in the consumer market.
Table 1
Top 5 Vendors, U.S. PC Shipments, Second Quarter 1999 (Preliminary)
(Thousands of Units)
Q299 Q2 1999 Market Q2 1998 Market Growth
Rank Vendor Shipments Share Shipments Share 1999/98
1 Compaq 1,798 16.6% 1,157 14.4% 55%
2 Dell 1,768 16.3% 1,143 14.3% 55%
3 IBM 869 8.0% 511 6.4% 70%
4 Gateway 847 7.8% 623 7.8% 36%
5 HP 845 7.8% 628 7.8% 35%
Others 4,718 43.5% 3,952 49.3% 19%
All Vendors 10,845 100.0% 8,014 100.0% 35%
Shipments are branded shipments and exclude OEM sales for all vendors.
Data for all vendors are reported for calendar periods.
Data for NEC/PBNEC includes shipments for Packard Bell, NEC, NEC Japan, NEC China, and ZDS.
Data for Compaq includes shipments for Compaq, Digital Equipment and Tandem.
Source: International Data Corp., Q3 1999
Table 2
Top 5 Vendors, Worldwide PC Shipments, Second Quarter 1999 (Preliminary) (Thousands of Units)
Q299 Q2 1999 Market Q2 1998 Market Growth
Rank Vendor Shipments Share Shipments Share 1999/98
1 Compaq 3,735 14.6% 2,819 14.0% 32%
2 Dell 2,766 10.8% 1,818 9.1% 52%
3 IBM 2,346 9.2% 1,573 7.8% 49%
4. HP 1,688 6.6% 1,239 6.2% 36%
5 NEC/PBNEC 1,362 5.3% 1,295 6.5% 5%
Others 13,653 53.4% 11,333 56.4% 20%
All Vendors 25,550 100.0% 20,077 100.0% 27%
Shipments are branded shipments and exclude OEM sales for all vendors.
Data for all vendors are reported for calendar periods.
Data for NEC/PBNEC includes shipments for Packard Bell, NEC, NEC Japan, NEC China, and ZDS.
Data for Compaq includes shipments for Compaq, Digital Equipment, and Tandem.
Source: International Data Corp., Q3 1999
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For more information, contact:
Christine Arrington
650-962-6442 carrington@idc.com |
