Apple's global shipments of Mac devices declined 8.5% year over year in the third quarter of 2018, reports Gartner. Worldwide PC shipments total 67.2 million in Q3, a 0.1% increase from 3Q17.
EMEA, Asia/Pacific and Japan experienced growth in the third quarter of 2018, while the U.S. and Latin America declined. Latin America showed the steepest decline of 8.5 percent after showing some stabilization earlier in 2018. However, these results are in line with Gartner’s expectations in view of CPU supply constraints for the rest of the year.
“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 will pick up the part of the market where Intel cannot supply CPUs.”
Lenovo captured 23.6% of the worldwide PC market in 3Q18, followed by HP at 21.8%, Dell at 16%, Apple at 7.3%, Acer at 6.1% and finally Asus at 6%.
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EMEA, Asia/Pacific and Japan experienced growth in the third quarter of 2018, while the U.S. and Latin America declined. Latin America showed the steepest decline of 8.5 percent after showing some stabilization earlier in 2018. However, these results are in line with Gartner’s expectations in view of CPU supply constraints for the rest of the year.
“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 will pick up the part of the market where Intel cannot supply CPUs.”
Lenovo captured 23.6% of the worldwide PC market in 3Q18, followed by HP at 21.8%, Dell at 16%, Apple at 7.3%, Acer at 6.1% and finally Asus at 6%.
Take a look at the charts below or hit the link for more details...
Read More