[opendtv] ZDNet: PC sales continue to take a beating

  • From: "Manfredi, Albert E" <albert.e.manfredi@xxxxxxxxxx>
  • To: "opendtv@xxxxxxxxxxxxx" <opendtv@xxxxxxxxxxxxx>
  • Date: Sat, 7 Nov 2015 00:09:58 +0000

Craig should note that according to this article, Lenovo and HP saw a slight
increase, Dell a slight decrease, and Apple 16% decrease, Q1 2014 to Q1 2015.
Overall, PC shipments down 7%. Apple has a 15% share. In the 2013 to 2014
period, instead, it was Dell and Lenovo to see increases, while HP saw a
decrease.

And tablet declines are greater than PC declines.

And this other article

http://www.gartner.com/newsroom/id/3026217

differentiates US and worldwide shipments. Worldwide, Lenovo and HP saw an
increase, agreeing with the ZDNet article, in that same period (Apple not
mentioned). While in the US, HP, Apple, Lenovo, and ASUS saw growth.

These are the most recent articles I have found, although both are from this
past spring.

So yes, Craig, really.

Bert

-----------------------------------
http://www.zdnet.com/article/pc-sales-continue-to-take-a-beating/#!

PC sales continue to take a beating
By Canalys's count, the global PC market declined by 7 percent in 2015's first
quarter.
By Steven J. Vaughan-Nichols for Between the Lines | May 8, 2015

PC OEMs are hoping that Terry Myerson, the head of Microsoft's Operating
Systems Group, wasn't making an idle boast when he said Windows 10 would be on
a billion devices in two to three years. That's because by research house
Canalys's reckoning, "The global PC market, including tablets, experienced an
annual decline of 7 percent in Q1 2015."

True, Gartner saw the worldwide PC market growing by 1 percent in the last
quarter of 2014, but IDC saw 2014 end with a year-over-year global PC market
decline of 2.4 percent. In short, the PC market, with or without tablets, is
still taking a kicking.

Canalys found Apple still holding on to first place despite a 16 percent
decline in its total PC shipments. The iPhone giant shipped 17.2 million units,
taking first place of the shrinking market with a 15 percent share. Lenovo and
HP took second and third place respectively. Both saw single-digit shipment
growth in Q1 2015 and increases in market share. Samsung narrowly held on to
fourth spot as its declining tablet sales led to Dell closing the gap in fifth
place. Samsung and Dell took the final two spots with a combined 8.2 percent
shipment market share with 9.5 and 9.4 million units respectively.

Desktop shipments were hardest hit, falling 13 percent, with declines affecting
all global regions. "The desktop category no longer benefits from shipments
driven by XP migration," said Rushabh Doshi, a Canalys analyst in a statement.
"As a result, we expect to see significant shipment declines in 2015 when
compared to 2014."

Tim Coulling, Canalys senior analyst, said in a press release that part of this
decline is because "The growth drivers that previously helped the market
through 2014 will have little effect this year." Coulling also expects PC
demand to soften as "Windows 10 draws nearer along with Microsoft's free
upgrade plans."

Looking for a silver-lining, Canalys noted that the notebook hadn't declined
quite as badly. Even so it dropped 4 percent. "The notebook category faces
significant challenges for the rest of the year as Microsoft has restricted the
Windows with Bing program to notebooks with sub 14-inch screen sizes. Channel
inventory has been building since Microsoft announced the change and this will
need to adjust before significant orders return," Doshi observed.

Doshi also said that "Any price rises for Windows notebooks will play into the
hands of Google who is making strides in improving Chrome OS for both consumers
and businesses." As ZDNet's own James Kendrick said, "We should see the
adoption of Chromebooks continue to grow in 2015, as current owners and
organizations using them spread the word. Low prices will make the decision to
buy the Chromebook just as attractive next year as it did in 2014."

As for tablets in particular, Canalys saw the tablet market declining by about
9 percent year-on-year. Even market leaders Samsung and Apple experienced
double-digit shipment declines as tablet demand has cooled. IDC agrees. It
found in February that the last quarter of 2014 saw worldwide tablet shipments
recorded a year-over-year decline for the first time since the market's
inception in 2010.



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