BOSTON (AP) - Anemic U.S. growth didn't prevent computer makers from posting
another double-digit gain in shipments worldwide in the first quarter, according
to two technology research firms that both said the increase beat their
forecasts.
IDC and Gartner Inc. on Wednesday also said Dell Inc.'s recent initiative to
offer computers in retail stores is helping it gain ground on Hewlett-Packard
Co., which wrestled the title of world's largest PC maker from Dell in late
2006.
Both firms ranked Dell the U.S. market leader, however, with about 31
percent of the market to HP's nearly 25 percent.
Even with growth in U.S. sales slowing to around 3 percent, overseas gains
boosted global first-quarter PC shipments 14.6 percent, according to IDC, and to
12.3 percent by Gartner's count. That's because the U.S. accounted for just 23
percent of global shipments in the first quarter compared with 25 percent a year
ago.
"Even if there is a particularly bad U.S. market, it's becoming a smaller
piece of the global puzzle," said Bob O'Donnell, an IDC vice president.
IDC estimated Palo Alto, Calif.-based HP's global market share at 19.1
percent and Round Rock, Texas-based Dell's share at 15.7 percent. Gartner
estimated an 18.3 percent share for HP, compared to 14.9 percent for Dell.
According to IDC, Apple Inc. claimed a 6 percent share of the U.S. computer
market in the first quarter, while Gartner saw Apple with a 6.6 percent share.
Both research firms ranked Apple fourth in U.S. market share after Dell, HP and
Taiwan-based Acer Inc. Acer ranked third worldwide too.
Apple posted strong shipment growth in the United States at 25.1 percent,
according to IDC, and 32.5 percent, according to Gartner.
"Apple experienced the strongest growth rate among the top five vendors in
the U.S. market," Gartner said in its report, noting there were "indications"
that Apple's appeal is growing in the professional market.
Apple did not rank among the top five makers in global sales.
Framingham, Mass.-based IDC and Stamford, Conn.-based Gartner measure sales
differently, and their results usually differ.
The first-quarter numbers beat both firms' forecasts by greater than a
percentage point.
"There were a lot of questions about whether the U.S. economy would impact
other regions, and clearly the answer was 'No,'" said IDC's O'Donnell.
Portable computers for the consumer market drove much of the global
increase, O'Donnell said.
"The notion of a PC used to be that you'd have one per household, and now
it's one per person," O'Donnell said. "Notebook computers are really driving
that."
IDC said shipments in January through March rose to 69.5 million, up from
60.6 million a year earlier. Gartner counted 71.1 million shipments in the first
quarter, compared with 63.3 million in the year-ago period.
IDC said the sagging U.S. economy slowed the growth in U.S. computer
shipments growth to 3.5 percent, compared with 8.8 percent in last year's fourth
quarter. IDC also said last quarter's U.S. growth was the slowest since the
fourth quarter of 2006, when the rate was flat.
Gartner put the latest quarter's growth at 3 percent.
The double-digit global first-quarter growth followed gains of nearly 17
percent in last year's third and fourth quarters.
Gartner said the Asia-Pacific region and Latin America posted the world's
fastest growth rates last quarter, both about 19 percent, while sales in the
region that includes the Middle East and Africa grew 14.9 percent.
The competition between HP and Dell for the title of world's biggest PC
maker heated up in the first quarter, in part because of Dell's recent success
selling through large retail chains such as Wal-Mart Stores Inc. and Staples
Inc. -- a departure from Dell's original direct-to-customer model.
Both firms said Dell saw more growth in shipments. IDC put Dell's
first-quarter growth at 21.6 percent, while Gartner pegged it at 21.8 percent
HP's shipments grew 17.4 percent by IDC's count and 17.5 percent by
Gartner's.
Gartner analyst Mikako Kitagawa said Dell has enjoyed robust growth because
of its retail channel initiative, while HP has been hurt by excess inventory
that could linger throughout the current quarter.
Acer's global market share was 9.9 percent, up from 6.9 percent a year ago,
IDC said.
China's Lenovo Group Ltd. was fourth, with a 6.9 percent share, up from 6.6
percent a year ago, IDC said.
Both research firms ranked Japan-based Toshiba Corp. fifth, with a roughly 4
percent share.
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