Global PC Shipment Drops Further Macs Not Affected

 

Productivity with HP products

Shipments for the Asia Pacific PC market reached 26 million units in the fourth quarter of 2015, a 1.5 percent decline from the fourth quarter of 2014. Similarly, worldwide PC shipments totaled 75.7 million units in the fourth quarter of 2015, a 8.3 percent decline from the fourth quarter of 2014, according to preliminary results by Gartner, Inc. For the year, 2015 PC shipments totaled 288.7 million units, an 8 percent decline from 2014. However, Apple’s Macs enjoyed steady sales through out the period.

“The fourth quarter of 2015 marked the fifth consecutive quarter of worldwide PC shipment decline,” said Mikako Kitagawa, principal analyst at Gartner. “Holiday sales did not boost the overall PC shipments, hinting at changes to consumers’ PC purchase behavior. On the business side, Windows 10 generally received positive reviews, but as expected, Windows 10 migration was minor in the fourth quarter as many organisations were just starting their testing period.”

“All regions registered a decrease in shipments. Currency devaluation issues continued to impact EMEA, Latin America and Japan,” Ms. Kitagawa said. “Collectively EMEA, Japan and Latin America saw their markets reduced by nearly 10 percent in 2015.”

Gartner’s outlook for PC shipments in 2016 is for a decline of 1 percent compared with 2015, with the potential for a soft recovery in late 2016. Ms. Kitagawa said the PC market is still in the middle of structural change which will reduce the PC installed base in the next few years.

In the fourth quarter of 2015, Lenovo registered a worldwide PC shipment decline for the third consecutive quarter. However, Lenovo declined less than the industry average, and it extended its lead in the market. Lenovo accounted for 20.3 percent of worldwide PC shipments in the fourth quarter of 2015 (see Table 1). Lenovo did particularly well in North America to offset shipment declines in EMEA, Latin America and Japan.

Table 1

Preliminary Worldwide PC Vendor Unit Shipment Estimates for 4Q15 (Thousands of Units)

Company 4Q15 Shipments 4Q15 Market Share (%) 4Q14 Shipments 4Q14 Market Share (%) 4Q15-4Q14 Growth (%)
Lenovo 15,384 20.3 16,061 19.4 -4.2
HP 14,206 18.8 15,452 18.7 -8.1
Dell 10,236 13.5 10,783 13.1 -5.1
Asus 6,002 7.9 6,201 7.5 -3.2
Apple 5,675 7.5 5,519 6.7 2.8
Acer Group 5,277 7.0 5,939 7.2 -11.2
Others 18,940 25.0 22,635 27.4 -16.3
Total 75,720 100.0 82,590 100.0 -8.3

Notes: Data includes desk-based PCs, notebook PCs, and ultramobile premium. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.

HP’s fourth quarter PC shipments declined in the worldwide market and across all regions. The decline in the regions were mostly the same or better than the regional average except for the U.S. market. The steep decline in the U.S. market was in part because of unusually high shipment volume in the fourth quarter of 2014, led by low-priced Bing notebooks targeting holiday sales.

Dell’s PC shipments declined across all regions except Japan where the company grew by single digits compared to the fourth quarter of 2014. Although Dell’s shipments declined in EMEA and the U.S., Dell declined less than the regional averages.

In the U.S., PC shipments totaled 16.9 million units in the fourth quarter of 2015, a 3.1 percent decline from the fourth quarter of 2014 (see Table 2). Despite an 8.4 percent decline in shipments, HP maintained the No. 1 position in the U.S., accounting for 27.1 percent of PC shipments in the fourth quarter of 2015. Dell continued to be the number 2 vendor in the U.S., as its shipments declined less than the industry average.

“Holiday sales had a limited impact on PC sales in the U.S. market,” Ms. Kitagawa said. “Notebooks were off the top wish list of holiday gifts. Unlike 2014 holiday sales, there were not many holiday mega deals for laptops, especially in value segments. At the same time, consumers’ interest shifted to other consumer electronics devices such as TV’s and wearables. “

Table 2
Preliminary U.S. PC Vendor Unit Shipment Estimates for 4Q15 (Thousands of Units)

Company 4Q15 Shipments 4Q15 Market Share (%) 4Q14 Shipments 4Q14 Market Share (%) 4Q15-4Q14 Growth (%)
HP 4,577 27.1 4,994 28.7 -8.4
Dell 4,132 24.5 4,193 24.1 -1.5
Apple 2,160 12.8 2,027 11.6 6.5
Lenovo 2,134 12.6 1,763 10.1 21.1
Asus 1,202 7.1 1,200 6.9 0.1
Others 2,691 15.9 3,252 18.7 -17.3
Total 16,895 100.0 17,430 100.0 -3.1

Notes: Data includes desk-based PCs, notebook PCs, and ultramobile premium. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.

PC shipments in EMEA totaled 22.5 million units in the fourth quarter of 2015, a decline of 16 percent year-over-year. In Western Europe, some countries, such as the UK, showed solid Windows 10 promotions during the holiday season, and shipments in the French market remained good. Overall high inventory levels plagued Western Europe. In Eastern Europe, the PC market experienced modest growth in low-single digits, driven by consumer demand for new hybrid devices and PC replacements to move to Windows 10.

The Asia/Pacific PC market reached 26 million units in the fourth quarter of 2015, a 1.5 percent decline from the fourth quarter of 2014. Buyers did not rush to replace with newer PC models with Windows 10. PC vendors looked for profitability over shipment volume, focusing on segments such as gaming PCs; bundling of desktops with large monitor screens and ultramobile device models. Preliminary results indicate that the China PC market declined 4.7 percent in the fourth quarter of 2015 compared with a year ago.

For the year, worldwide PC shipments declined for the fourth consecutive year, which started in 2012 with the launch of tablets. “In 2015, local currency devaluation also played a key role in the market conditions,” Ms. Kitagawa said. “EMEA, Latin America and Japan faced a major impact from the devaluation, showing double-digit declines in 2015. In contrast, the U.S. and Asia/Pacific experienced minor declines of almost flat to low single-digit declines as the currency issue did not affect these regions.”

The top six vendor accounted for more of the overall PC market in 2015. These vendors accounted for 73.1 percent of shipments in 2015, up from 70.4 percent of shipments in 2014 (see Table 3). Lenovo maintained the number one position, accounting for 19.8 percent of PC shipments, followed by HP with 18.2 percent market share. Dell rounded out the top three vendors, accounting for 13.6 percent of shipments.

Table 3
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2015 (Thousands of Units)

Company 2015

Shipments

2015 Market

Share (%)

2014

Shipments

2014 Market Share (%) 2015-2014 Growth (%)
Lenovo 57,123 19.8 58,956 18.8 -3.1
HP 52,551 18.2 54,996 17.5 -4.4
Dell 39,159 13.6 40,499 12.9 -3.3
Asus 21,198 7.3 22,671 7.2 -6.5
Apple 20,741 7.2 19,598 6.2 5.8
Acer Group 20,340 7.0 24,015 7.7 -15.3
Others 77,624 26.9 92,945 29.6 19.7
Grand Total 288,735 100.0 313,681 100.0 -8.0

Notes: Data includes desk-based PCs, notebook PCs, and ultramobile premium. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels.

These results are preliminary. Final statistics will be available soon to clients of Gartner’s PC Quarterly Statistics Worldwide by Region program. This program offers a comprehensive and timely picture of the worldwide PC market, allowing product planning, distribution, marketing and sales organizations to keep abreast of key issues and their future implications around the globe.

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