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IDC: Apple, Dell growing in early 2008 PC sales

updated 04:30 pm EDT, Wed April 16, 2008

IDC on PCs Q1 2008

PC shipments in the first quarter of 2008 reveal a changing landscape both in the US and in the world at large, according to preliminary results released today by IDC. While positions remain largely the same, shifts in growth percentages reveal that some companies are gaining at the expense of others. Dell in particular has recovered from its long slump in 2007 and has had a second consecutive quarter of strong shipments, leading US charts with 30.9 percent of the country's computer market (4.9 million units) and a 15.6 percent boost to shipments over the same period a year before.

Apple is expected to come in at fourth place and ship 950,000 Macs to Americans during the timeframe, earning itself an increase from 5.7 percent in the prior quarter to 6 percent. The increase is a 25.1 percent jump over sales in early 2007 and also represents more than a full percentage point increase in marketshare from year to year.

More telling are results for other PC makers, according to the findings. Previous growth champion Hewlett-Packard has encountered virtually flat growth, adding just 0.3 percent shipments year-over-year in the US and claiming 24.3 percent of the market. Toshiba also cooled in the period and grew just 6.1 percent to hold 5.2 percent of the market.

Acer's acquisition of Gateway last year may also be masking poor results: while Acer by itself took third place by shipping 92.9 percent more PCs in early 2008 as a result of the merger, the 1.4 million PCs delivered actually represents a 20.2 percent drop over what both companies were selling individually last year, IDC observes.

World marketshare largely remains static, with HP, Dell, Acer, Lenovo, and Toshiba occupying first through fifth place respectively. However, while HP claims the lead, it showed the smallest growth of all the vendors at 17.4 percent, with Dell outpacing it at 21.6 percent and the combined Acer/Gateway growing by 31 percent thanks to non-US shipments. Apple is not mentioned in the charts but is understood to sit in the 3 percent range.

The overall picture confirms mixed results for the world, IDC analyst Doug Bell says. World shipments are "strong" but have been impacted by the poor US economy, which is leading fewer US customers to buy systems compared to developing nations where many are buying PCs for the first time. US share relative to the rest of the world fell 2 percent. However, the researcher consoles US-focused investors by noting that the market itself still grew 3.5 percent from year to year despite the conditions.

Shipments were "essentially driven by the sustained shift to mobility," Bell explains, also adding that Dell's involvement at retail and improved product mix helped the US as a whole.

IDC largely dismisses the effect of Microsoft's anticipated Service Pack 1 update for Windows Vista, noting that it may help businesses in the long term by assuaging concerns over stability but that the market is more likely to be driven by less expensive and more portable PCs.



By Electronista Staff
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  1. climacs

    Forum Regular

    Joined: Sep 2001

    0

    mobility

    that's a really interesting point in this story. Think of the iPhone as a mobile computing platform which also makes phone calls. Too soon to call it iPod part 2, but the potential is clearly there for that to happen.

  1. climacs

    Forum Regular

    Joined: Sep 2001

    0

    ..adding...

    I have a cheap ($100 unsubsidized) Moto phone which does a lot of things the iPhone does. It has a calendar. It has a browser, it can connect to the web. I can show photos on it. I can send and receive email. It even has an FM radio built into it and I love my NPR.

    But very little of that is useable. My emails show up with a 'From:" that looks like that of a spammer. The screen is too small to be useable for surfing. The rates for web access are ridiculous.

    iPhone gets all of this right. No wonder it's so popular. I was looking through my investment spreadsheets recently, you could have bought AAPL for about 7 bucks, 5 years ago. I don't think 20+fold growth is going to happen, but I can see triple or quadrule growth in 3 to 5 years once the future of mobile computing develops and we get past the current recession.

  1. testudo

    Forum Regular

    Joined: Aug 2001

    0

    Re: mobility

    Sorry, that's wrong. Steve has specifically said the iPhone is a phone first, and everything else second. That's why each and every app has to go through apple before it can go on the iPhone.

  1. climacs

    Forum Regular

    Joined: Sep 2001

    0

    so what

    I think by 'phone first', that he meant the phone features and useability had to come first... if it's not a good phone, why carry it with you?

    (someone correct me if I'm wrong)

    But when you add onto it all the other things it can do and will be capable of doing in the future... it becomes more like mobile computing which also has a pretty good phone built into it. Get it?

  1. testudo

    Forum Regular

    Joined: Aug 2001

    0

    Re: so what

    think by 'phone first', that he meant the phone features and useability had to come first... if it's not a good phone, why carry it with you?

    Well, if its such a great mobile computing device, that in itself might be reason to carry it. There are many people who wanted an iPhone sans the phone (and what they got was an iPod Touch and extra costs per update).

    But when you add onto it all the other things it can do and will be capable of doing in the future... it becomes more like mobile computing which also has a pretty good phone built into it. Get it?

    The only reason Apple is pushing the phone-first is all about control. They're using it as a reason to restrict what programs people can do with their device.

    In fact, a lot of people find the phone capabilities to be middling at best, so it really isn't a phone first, either.

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