Morning John,
where did you get the IDC info, and the upgrade/downgrade comments.
did you see these?
Gartner says PC shipments up 10.3%
U.S. sales lag projections; Dell's growth rate slows
By MarketWatch~
WASHINGTON (MarketWatch) - Global shipments of personal computers rose 10.3 percent in the first three months of 2005, but sales fell below projections in the United States, a study shows.
The research firm Gartner Group said demand by corporations appeared to weaken slightly in the first quarter, though stronger shipments in Europe and the Middle East helped to offset slower growth in North America.
During the quarter, computer makers shipped 50.4 million units, up from 45.7 million in the 2004 first quarter, Gartner said.
Shipments by Dell Inc., (DELL: news, chart, profile) , the world's largest PC maker, failed to grow by at least 20 percent globally for the first time in 10 quarters, Gartner said.
Still, Dell's shipments grew faster than the market average, 13.7 %, the firm said. The computer business of Dell as well as its nearest competitor, Hewlett Packard, both grew much faster outside the U.S., Gartner found.
Dell shipped 8.5 million units and retained the No. 1 global position with a 16.9% market share.
Hewlett Packard shipped 6.9 million units to end the quarter with a 13.9% share of the personal-computer market.
IBM finished third at 2.3 million units, with its market share falling to 4.6% from 5% a year earlier, Gartner said.
In the U.S. market, customers bought more laptop PCs, but that was not enough to counter slower sales of traditional desktop computers.
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Gartner Says Worldwide PC Shipments Increase 10 Percent in First Quarter of 2005
STAMFORD, Conn.--(BUSINESS WIRE)--April 15, 2005--Weaker than expected growth
in the U.S. PC market was balanced by stronger growth in other regions, as
worldwide PC shipments increased 10.3 percent in the first quarter of 2005,
according to Gartner, Inc. Worldwide PC shipments totaled 50.4 million units in
the first quarter of 2005, up from 45.7 million in the same period last year.
"The shortfall in the U.S. market was made up for by stronger than expected
growth in Europe, Middle East, Africa (EMEA) region," said Charles Smulders,
vice president of Gartner's Computing Platforms Worldwide Group. "On a
worldwide basis, we judge corporate demand to have been weaker than expected."
Dell's worldwide growth rate fell below 20 percent for the first time in ten
quarters, pulled down by a weaker performance in the U.S. market. Despite this,
Dell's growth rate of 13.7 percent (see Table 1) remained higher than the
worldwide average, and it extended its lead in the worldwide rankings.
Hewlett-Packard had a reasonable quarter growing at the worldwide market rate.
Both Dell and HP grew at a much faster pace in their non-domestic markets than
in the United States.
Table 1
Preliminary Worldwide PC Vendor Unit Shipment Estimates, 1Q05
(Thousands of Units)
1Q05 1Q04 1Q05
Market Market -1Q04
1Q05 Share 1Q04 Share Growth
Company Shipments (%) Shipments (%) (%)
----------------------------------------------------------------------
Dell Inc. 8,522 16.9 7,494 16.4 13.7
----------------------------------------------------------------------
Hewlett-Packard 6,998 13.9 6,325 13.8 10.6
----------------------------------------------------------------------
IBM 2,311 4.6 2,270 5.0 1.8
----------------------------------------------------------------------
Fujitsu/Fujitsu Siemens 2,053 4.1 1,859 4.1 10.4
----------------------------------------------------------------------
Acer 1,851 3.7 1,362 3.0 35.9
----------------------------------------------------------------------
Others 28,641 56.9 26,382 57.7 8.6
----------------------------------------------------------------------
Total 50,376 100.0 45,692 100.0 10.3
----------------------------------------------------------------------
Note: Data includes deskbased PCs, mobile PCs and x86 servers.
Source: Gartner Dataquest (April 2005)
In the U.S. market, lower pricing drove sales of notebooks in the first
quarter, however it was not enough to offset the declines in desktop PC
shipments.
Despite disappointing results for most vendors in the U.S. market, Apple moved
into the fifth position in the U.S. market, ahead of Toshiba. Apple's PC
shipments in the United States increased 45.1 percent in the first quarter (see
Table 2). The growth of the iMac and PowerBook categories were key drivers for
the company.
Gateway approached the one year anniversary of its merger with eMachines. The
company experienced a 23.4 percent decline in shipments in the U.S. market
during the first quarter. Gartner analysts said the decline underlines
Gateway's dependence on the consumer market. The first quarter is a seasonally
weak consumer quarter.
Table 2
Preliminary Worldwide PC Unit Shipment Estimates by Region, 1Q05
(Thousands of Units)
1Q05 1Q04 1Q05-
Market Market 1Q04
1Q05 Share 1Q04 Share Growth
Company Shipments (%) Shipments (%) (%)
----------------------------------------------------------------------
Dell Inc. 4,870 32.0 4,489 30.1 8.5
----------------------------------------------------------------------
Hewlett-Packard 2,620 17.2 2,536 17.0 3.3
----------------------------------------------------------------------
Gateway 826 5.4 1,078 7.2 -23.4
----------------------------------------------------------------------
IBM 623 4.1 612 4.1 1.7
----------------------------------------------------------------------
Apple Computer 571 3.7 393 2.6 45.1
----------------------------------------------------------------------
Others 5,728 37.6 5,792 38.9 -1.1
----------------------------------------------------------------------
Total 15,238 100.0 14,901 100.0 2.3
----------------------------------------------------------------------
Note: Data includes deskbased PCs, mobile PCs and x86 servers.
Source: Gartner Dataquest (April 2005) |
