Lenovo leads PC shipments for 4Q18 and for the year overall

Lloyd Doyle
January 12, 2019

According to IDC and Gartner, PC sales in Q4 have been negatively affected by CPU shortages and the U.S. trade war (via ZDNet).

"Just when demand in the PC market started seeing positive results, a shortage of CPUs (central processing units) created supply chain issues".

Gartner noted that PC makers were also hit by the processor shortage since they couldn't meet business PC upgrade demand.

It's not the largest drop around, but it once again paints a rather lacklustre picture for the PC market, which past year actually looked like it was picking up a bit after quarters upon quarters of declining shipments. IDC reported similar results, tallying 68.1 million PC shipments for the quarter, a 3.7 percent decline.

Gartner reports that worldwide PC shipments totaled 259.4 million units in 2018 - a 1.3% decline from 2017.

"The fourth quarter is typically oriented toward consumer promotions that help drive the industry's biggest quarter of the year, but the confluence of events in 2018 led to the lowest sequential growth for a holiday quarter since the fourth quarter of 2012", explained IDC.

Demand could, Kitagawa said, be pushed forward into 2019 "if CPU availability improves".

Additionally, said Kitagawa, political and economic uncertainties in certain countries reduced the demand for PCs. While Lenovo's shipments in the quarter grew 5.9 percent, HP managed to grab the No. 2 spot with 22.4 percent market share despite shipping 15.3 million PCs, a 4.4 percent decline.

The global PC market returned to its familiar downward slope in the fourth quarter, according to preliminary numbers from market analysts. It has YoY growth for the quarter down 3.7 percent, with 68.1 million units shipped.

"There was even uncertainty in the USA - where the overall economy has been strong - among vulnerable buyer groups, such as small and midsize businesses (SMBs)", she said.

"Holiday sales are no longer a major factor driving consumer demand for PCs", she said, and the traditional end-of-year SMB refresh didn't happen. The company has recorded three consecutive quarters of double-digit year-over-year shipment growth, despite the stagnant overall market.

"The market stabilisation in 2018 was attributed to consistent business PC growth, driven by Windows 10 upgrade".

In the US, HP was the top vendor for 4Q18, taking 33.4% market share.

Other reports by Iphone Fresh

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