A report by IDC showed a year-over-year decline in the PC market of -7.6 for the third quarter of 2013 with worldwide PC shipments of 81.6 million units. This beats IDCs original expectation of a -9.5% decline in the PC market and is slightly more positive than Gartner’s report.
Lenovo, Dell, and HP had an uptick in business while Acer and ASUS continue to struggle.
“The third quarter was pretty close to forecast, which unfortunately doesn’t reflect much improvement in the PC market, or potential for near-term growth,” said Loren Loverde, Vice President Worldwide PC Trackers. “Whether constrained by a weak economy or being selective in their tech investments, buyers continue to evaluate options and delay PC replacements. Despite being a little ahead of forecast, and the work that’s being done on new designs and integration of features like touch, the third quarter results suggest that there’s still a high probability that we will see another decline in worldwide shipments in 2014.”
“The United States outperformed many other regions as growth stabilized just under 0%. Continuing upgrades from Windows XP boosted shipments, particularly in the commercial desktop segment, while retail acceptance of new and emerging product categories, such as Chromebooks and Ultraslims, helped the portables segment,” said Rajani Singh, Senior Research Analyst, Personal Computers. “Nevertheless, the broad picture of the U.S. market has not changed much, with hopes for a small increase in the fourth quarter followed by a challenging 2014.”
Geographically, shipments in the US were essentially flat, down only about 0.2%. Lenovo had an impressive 25.8% growth in the market. In Europe, the Middle East, and Africa PC shipments were down and consumers are buying budget PCs. In Japan PC shipments were up due to an improved economy and favorable exchange rates. In other parts of Asia there was a huge -8.8% decline, with the exception of China.
Among OEMs, as mentioned earlier Lenovo continues to grow in the US. HP is also regaining ground held the #2 position in the quarter. Dell is also seeing positive growth in did quite well in the US and shipped over 9.5 million units in the quarter. ASUS and Acer had declines in shipments worldwide.