Global Personal Computer Shipments: Key markets and Players

Global Personal Computer (PC) shipments stood at 85.2 mn units in second quarter of 2011, a 2.3% y-o-y gain. Global shipments for 2010 were 351 mn units, up almost 14% from 2009. It is observed that the PC shipments have been showing sign of slower growth as consumers are shifting focus to low cost notebooks.

The growth in US and EMEA market was negative but compensated by string growth in emerging Asian economies such as China and India. According to IDC China has dethroned USA as largest Personal Computer market in second quarter of 2011. This is the first instance when another country has overtaken US market. China’s demand is primarily fuelled by increased company and Government spending.

Largest PC markets

In terms of shipments, APAC was the largest market in 2Q2011 with 36% market share. EMEA was second largest with 27% share followed by USA. While US and EMEA market declined by 5.6% and 4.8% y-o-y Asia Pacific increased by 9.6%.

                   Exhibit: Personal Computer Shipments (mn) and market share (%) in (2Q2011)


                                Source: Gartner

Market share of PC vendors

Globally, HP maintained its lead in terms of total shipments. It accounted for 17.5% of the total shipments in 2Q2011, modestly higher than its 17.4% share in 2Q2010. HP is followed by Dell at 12.5%. While growth of both HP and Dell has mirrored the industry average, another large player Lenovo has been growing rapidly. It’s shipment increased by 22.5% y-o-y , it increased its market share from 10.0% in 2Q2010 to 12.0% in 2Q2011.

Lenovo has outsmarted HP and other companies in China which is the biggest and fastest growing market.
Acer has been the biggest looser with its market share dropping from 14% in 2Q2010 to 10.9% in 2Q2011.

                                                                           Exhibit: Global PC Shipments

Source: Gartner

One of the key players which is prominent in US but not mentioned in top 6 globally is Apple. Apple which ranked third in terms of shipments in 2Q2011, witnessed fastest growth in the market. It grew by 8.5% while almost every brand shipments witnessed negative growth.