CRN Network, January 13, 2012, 1100 hrs
According to Gartner, after two quarters of positive growth, worldwide PC shipments totalled 92.2 million units in the fourth quarter of 2011, a 1.4 percent decline from the fourth quarter of 2010. These figures were in line with Gartner’s earlier forecast of a 1 percent decline for the fourth quarter of 2011.
“Continuously low consumer PC demand resulted in weak holiday PC shipments,” said Mikako Kitagawa, Principal Analyst, Gartner. “While economic uncertainty in Western Europe had an effect on consumer PC shipments, expectations of a healthier economic outlook in North America could not stimulate consumer PC demand in that region. The healthy professional PC market as well as growth in emerging markets could not compensate for the weaknesses in mature markets, with overall growth still negative.”
Hard disk drive (HDD) shortages triggered by the October 2011 floods in Thailand had a limited impact on fourth-quarter PC shipments and prices. However, Gartner analysts said a major impact will be felt, and this is expected to materialize in the first half of 2012, and potentially continue throughout 2012. These shortages will temporarily lower PC shipment growth during 2012.
“Ultrabooks were quietly introduced into the market during the Q4 2011 holiday season,” Kitagawa said. “Ultrabooks did not seem to draw consumers’ attention. Consumers had very little understanding and awareness of ultrabooks, and only a small group of consumers was willing to pay the price premium for such models. However, as has been seen this week at the International Consumer Electronics Show (CES) show, 2012 is a big debut stage for ultrabooks.”
HP retained its No. 1 position in the fourth quarter of 2011, despite a shipment decline of 16.2 percent year over year. While the company’s new CEO, Meg Whitman, cleared up some confusion surrounding its PC business, its Q4 2011 results were affected by the noise around this issue. HP also had to battle against aggressive pricing from competitors and deal with weak consumer PC demand in the holiday season.
Among the top five PC vendors, Lenovo took over the No. 2 spot from Dell. Lenovo continued to gain market share via aggressive pricing and acquisitions, namely of NEC and Medion. Asus climbed from sixth to fifth, replacing Toshiba. |