On July 13th, the latest data released by market research company Gartner showed that global PC shipments in the second quarter of 2018 increased by 1.4% year-on-year, which is the first time in the PC market in the past six years.
According to preliminary data released by Gartner, global PC shipments reached 62.1 million units in the second quarter of 2018, which is the first quarter of global PC shipment growth since the first quarter of 2012. Among them, Lenovo (Lenovo) In the second quarter, shipments reached 13.601 million units, with a market share of 21.9%, ranking first; followed by HP, with shipments reaching 13.589 million units in the second quarter, with a market share of 21.9%; Dell Ranked third, with shipments reaching 10.458 million units and a market share of 16.8%; Apple and Acer ranked 45%, with shipments of 4.395 million units and 3.969 million units respectively, with a market share of 7.1%. And 6.4%.
Mikako Kitagawa, chief analyst at Gartner, said that PC shipment growth in the second quarter of 2018 was driven by rising market demand, but the decline in consumer market shipments offset this trend. In the consumer sector, Although the behavior of PC users has changed, the basic market structure still exists and continues to influence the growth of the market. Beichuan Meijiazi also added, 'Consumers are using smartphones to complete more daily tasks, such as viewing social media, calendars, Banking and shopping, which reduces consumer demand for PCs. In the commercial sector, when the peak of the Windows 10 replacement period passes, the PC's growth momentum will weaken within two years. With the end of the Windows 10 upgrade cycle, PC vendors Ways should be found to maintain the growth of the corporate market.'
Among the global PC shipments in the second quarter, Lenovo's shipments increased the most, which is the highest growth since the first quarter of 2015. With the establishment of a joint venture between Lenovo and Fujitsu (Fujitsu), in 2018 In the second quarter, shipments of the world's top five PC manufacturers still accounted for three-quarters of the world's total shipments. Based on global PC shipments, Lenovo has actually been evenly matched with HP.
Hewlett-Packard has achieved PC shipment growth for the third consecutive quarter. In addition, the company has maintained steady growth in all regions, with the exception of the US. Shipments in other regions have increased far more than the region's average. .
Gartner found that all of the top five companies experienced PC shipment growth, while other vendors fell 12.9%. The results showed that Lenovo and HP are still evenly matched, with only 12,000 gaps, and Dell ranks third. But It does not explain the whole situation in the past few quarters: HP is always on the rise, Lenovo is on the decline, until the recent acquisition of Fujitsu has improved, Dell has been growing at the fastest rate, eager to surpass the former two. In the next few quarters, which manufacturer will have the upper hand, but also who can better cater to the best needs of the company.
PC shipments in Asia/Pacific were 21.3 million units, an increase of 0.1% compared to the second quarter of 2017. In the business sectors of other emerging markets such as India, Indonesia, Thailand and Asia, PC demand has improved, It is people who need to replace the aging PC and upgrade to Windows 10.
The gratifying growth in shipments is a positive result for the PC industry, but there are certain hidden dangers, just as According to Kitagawa Miyoko, When the enterprise basically completes the upgrade of Windows 10, the growth momentum of the PC will immediately weaken. If it is estimated by Gartner 'This situation will become a reality within two years. ', then each PC vendor has a long way to go.