PC Shipments Grew For the First Time in Six Years

In US News, the research and consulting vendor, Gartner published the numbers of US PC shipments, by vendor for the second quarter of 2018. Quoted from the release:

“Worldwide PC shipments totaled 62.1 million units in the second quarter of 2018, a 1.4 percent increase from the second quarter of 2017, according to preliminary results by Gartner, Inc. This is the first quarter of year-over-year global PC shipment growth since the first quarter of 2012.

All regions experienced some growth compared with a year ago.

PC shipments in EMEA reached 17.4 million units in the second quarter of 2018, a 1.3 percent increase year over year. In Western Europe, demand was strong for business PCs in Germany and the U.K. Eurasia, which includes Russia, remained the growth region in EMEA. While the second quarter is usually a slower quarter in terms of PC demand, several countries, such as Russia, Ukraine and Kazakhstan, continued to see increasing consumer demand.

PC shipments in Asia/Pacific totaled 21.3 million units, a 0.1 percent increase from the second quarter of 2017. India, Indonesia, Thailand and other emerging markets in Asia showed improvement in the commercial segment due to demand for replacing aging PCs and upgrading to Windows 10. In China, PC shipments declined 3.6 percent year over year as some business procurement has been postponed to 2019, and the consumer market is saturated.

With the completion of Lenovo’s joint venture with Fujitsu, three out of four PCs were shipped by the top five PC vendors in the second quarter of 2018. With the inclusion of Fujitsu’s PC shipments due to the joint venture (a formation of Joint Venture with Fujitsu), Lenovo was in a virtual tie with HP Inc. for the top spot in the second quarter of 2018 based on global PC shipments (see Table 1). All of the top five PC vendors experienced an increase in worldwide PC shipments in the quarter.

Table 1
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q18 (Thousands of Units)

Company

2Q18 Shipments

2Q18 Market Share (%)

2Q17 Shipments

2Q17 Market Share (%)

2Q18-2Q17 Growth (%)

Lenovo*

13,601

21.9

12,310

20.1

10.5

HP Inc.

13,589

21.9

12,809

20.9

6.1

Dell

10,458

16.8

9,553

15.6

9.5

Apple

4,395

7.1

4,266

7.0

3.0

Acer Group

3,969

6.4

3,851

6.3

3.1

Others

16,083

25.9

18,466

30.1

-12.9

Total

62,095

100.0

61,254

100.0

1.4

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. Numbers may not add up to totals shown due to rounding.
*Lenovo’s results include Fujitsu’s units starting in 2Q18 to reflect the joint venture that closed in May 2018.
Source: Gartner (July 2018)

HP Inc. had its third consecutive quarter of year-over-year PC shipment growth. HP Inc. maintained steady growth across all regions, except the U.S. In the other regions, its shipment growth well exceeded the regional averages. Lenovo experienced its highest growth rate since the first quarter of 2015.

While Dell’s competitors have shown PC shipment declines periodically in the past two years, Dell’s shipments did not decline during this time because of its strong focus on growth areas, especially in the commercial segment, as well as cutting off unprofitable businesses.

The USA PC Market

In the U.S. PC market, the industry returned to growth after six consecutive quarters of shipment declines. In the second quarter of 2018, U.S. PC shipments totaled 14.5 million units, a 1.7 percent increase from the same period last year (see Table 2). HP Inc. continued to be the market leader in the U.S., but Dell closed the gap, as Dell’s U.S. PC shipments increased 7.2 percent.

Table 2
Preliminary U.S. PC Vendor Unit Shipment Estimates for 2Q18 (Thousands of Units)

Company

2Q18 Shipments

2Q18 Market Share (%)

2Q17 Shipments

2Q17 Market Share (%)

2Q18-2Q17 Growth (%)

HP Inc.

4,245

29.3

4,269

29.9

-0.6

Dell

4,149

28.6

3,871

27.1

7.2

Lenovo*

2,160

14.9

1,996

14.0

8.2

Apple

1,841

12.7

1,811

12.7

1.7

Acer Group

478

3.3

380

2.7

25.7

Others

1,637

11.3

1,936

13.6

-15.5

Total

14,510

100.0

14,264

100.0

1.7

Notes: Data includes desk-based PCs, notebook PCs and ultramobile premiums. 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. Numbers may not add up to totals shown due to rounding.