19 October 2018
Global PC shipments reached 67.2 million units in the third quarter of 2018, which meant an increase of 0.1% from the same period last year, according to preliminary numbers released by Gartner. Overall the PC market remained flat in the third quarter, with Lenovo emerging as the number one PC vendor.
The report states that demand from consumers remained weak, while strong business sales kept the overall market stable. Lenovo became the number one PC vendor with 23.6% market share up from 21.4% in the same quarter a year ago. HP was in the second spot with 21.8%, Dell was in the third spot with 16% of the market. Apple and Acer saw a decline in their market share with Apple grabbing the 4th position with a 7.3% share followed by Acer on the fifth spot with a 6.1% share.
“The PC market continued to be driven by steady corporate PC demand, which was driven by Windows 10 PC hardware upgrades. We expect the Windows 10 upgrade cycle to continue through 2020 at which point the upgrade demand will diminish,” said Mikako Kitagawa, principal analyst at Gartner. “Despite the third quarter typically showing strong consumer PC sales due to the back-to-school season, weakness in consumer PC demand continued, offsetting the strong sales in the business market.”
“Although the third-quarter results did not show any material impact, the Intel CPU shortage could influence the PC market moving forward with price increases and changes to the vendor landscape. While this shortage will have some short-term impacts, Gartner does not see any lasting impact on overall PC demand. Current expectation is that the shortage will continue into 2019, but Intel will prioritize the high-end CPU as well as the CPUs for business PCs. In the meantime, AMD (NYSE: AMD) will pick up the part of the market where Intel cannot supply CPUs.”