Weltweite PC-Verkäufe sind im 4. Quartal 2015 um 8,3 Prozent gesunken

foto cc0 pc sepiaIn der EMEA-Region sinken Verkäufe im gleichen Zeitraum um 16 Prozent.

Weihnachtsgeschäft bringt nur wenig Entlastung.

Im vierten Quartal 2015 wurden weltweit 75,7 Millionen PC-Einheiten verkauft, so das vorläufige Ergebnis des IT Research- und Beratungsunternehmens Gartner. Das entspricht einem Rückgang um 8,3 Prozent im Vergleich zum vierten Quartal des Vorjahres. Insgesamt wurden 2015 288,7 Millionen PC-Einheiten verkauft – ein Rückgang um 8 Prozent im Vergleich zu 2014.

»Das vierte Quartal 2015 ist bereits das fünfte Quartal in Folge, in dem die weltweiten PC-Verkäufe zurückgehen«, sagt Mikako Kitagawa, Principal Analyst bei Gartner. »Das Weihnachtsgeschäft konnte die Verkäufe nicht ankurbeln, was auf ein verändertes Konsumentenverhalten bei PC-Käufen hinweist. Auf Unternehmensseite hat Windows 10 grundsätzlich positive Bewertungen erhalten, aber erwartungsgemäß sind nur wenige Unternehmen im vierten Quartal umgestiegen. Viele haben erst mit der Testphase begonnen.«

Für 2016 prognostiziert Gartner einen Rückgang um ein Prozent im Vergleich zu 2015, eventuell erholt sich der Markt gegen Ende des Jahres.


Gartner Says Worldwide PC Shipments Declined 8.3 Per Cent in Fourth Quarter of 2015

EMEA PC Shipments Declined 16 Per Cent in Fourth Quarter of 2015

Holiday Sales Provided Little Cheer to PC Vendors in 2015

STAMFORD, Conn., January 13, 2016 — Worldwide PC shipments totalled 75.7 million units in the fourth quarter of 2015, an 8.3 per cent decline from the fourth quarter of 2014, according to preliminary results by Gartner, Inc. For the year, 2015 PC shipments totalled 288.7 million units, an 8 per cent decline from 2014.

»The fourth quarter of 2015 marked the fifth consecutive quarter of worldwide PC shipment decline,« said Mikako Kitagawa, principal analyst at Gartner. »Holiday sales did not boost the overall PC shipments, hinting at changes to consumers’ PC purchase behaviour. On the business side, Windows 10 generally received positive reviews, but as expected, Windows 10 migration was minor in the fourth quarter as many organisations were just starting their testing period.«

»All regions registered a decrease in shipments. Currency devaluation issues continued to impact EMEA, Latin America and Japan,« Ms Kitagawa said. »Collectively EMEA, Japan and Latin America saw their markets reduced by nearly 10 per cent in 2015.«

Gartner’s outlook for PC shipments in 2016 is for a decline of 1 per cent compared with 2015, with the potenzial for a soft recovery in late 2016. Ms Kitagawa said the PC market is still in the middle of structural change which will reduce the PC installed base in the next few years.

In the fourth quarter of 2015, Lenovo registered a worldwide PC shipment decline for the third consecutive quarter. However, Lenovo declined less than the industry average, and it extended its lead in the market. Lenovo accounted for 20.3 per cent of worldwide PC shipments in the fourth quarter of 2015 (see Table 1). Lenovo did particularly well in North America to offset shipment declines in EMEA, Latin America and Japan.

 

Table 1

Preliminary Worldwide PC Vendor Unit Shipment Estimates for 4Q15 (Thousands of Units)

Company 4Q15 Shipments 4Q15 Market Share ( %) 4Q14 Shipments 4Q14 Market Share ( %) 4Q15-4Q14 Growth ( %)
Lenovo 15,384 20.3 16,061 19.4 -4.2
HP 14,206 18.8 15,452 18.7 -8.1
Dell 10,236 13.5 10,783 13.1 -5.1
Asus 6,002 7.9 6,201 7.5 -3.2
Apple 5,675 7.5 5,519 6.7 2.8
Acer Group 5,277 7.0 5,939 7.2 -11.2
Others 18,940 25.0 22,635 27.4 -16.3
Total 75,720 100.0 82,590 100.0 -8.3

Notes: Data includes desk-based PCs, notebook PCs, and ultramobile premium. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels. Source: Gartner (January 2016)

 

HP’s fourth quarter PC shipments declined in the worldwide market and across all regions. The decline in the regions were mostly the same or better than the regional average except for the US market. The steep decline in the US market was in part because of unusually high shipment volume in the fourth quarter of 2014, led by low-priced Bing notebooks targeting holiday sales.

Dell’s PC shipments declined across all regions except Japan where the company grew by single digits compared to the fourth quarter of 2014. Although Dell’s shipments declined in EMEA and the US, Dell declined less than the regional averages.

In the US, PC shipments totalled 16.9 million units in the fourth quarter of 2015, a 3.1 per cent decline from the fourth quarter of 2014 (see Table 2). Despite an 8.4 per cent decline in shipments, HP maintained the No. 1 position in the US, accounting for 27.1 per cent of PC shipments in the fourth quarter of 2015. Dell continued to be the No. 2 vendor in the US, as its shipments declined less than the industry average.

»Holiday sales had a limited impact on PC sales in the US market,« Ms Kitagawa said. »Notebooks were off the top wish list of holiday gifts. Unlike 2014 holiday sales, there were not many holiday mega deals for laptops, especially in value segments. At the same time, consumers’ interest shifted to other consumer electronics devices such as TV’s and wearables.«

 

Table 2
Preliminary US PC Vendor Unit Shipment Estimates for 4Q15 (Thousands of Units)

Company 4Q15 Shipments 4Q15 Market Share ( %) 4Q14 Shipments 4Q14 Market Share ( %) 4Q15-4Q14 Growth ( %)
HP 4,577 27.1 4,994 28.7 -8.4
Dell 4,132 24.5 4,193 24.1 -1.5
Apple 2,160 12.8 2,027 11.6 6.5
Lenovo 2,134 12.6 1,763 10.1 21.1
Asus 1,202 7.1 1,200 6.9 0.1
Others 2,691 15.9 3,252 18.7 -17.3
Total 16,895 100.0 17,430 100.0 -3.1

Notes: Data includes desk-based PCs, notebook PCs, and ultramobile premium. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels. Source: Gartner (January 2016)

 

PC shipments in Europe, the Middle East and Africa (EMEA) totalled 22.5 million units in the fourth quarter of 2015, a decline of 16 per cent from the same period last year (see Table 3). In 2015, the EMEA PC market reached nearly 83 million units, a 14 per cent decline from 2014.

»In the fourth quarter of 2015, high PC inventory levels afflicted Western Europe since the »Bing« promotions which occurred a year ago, continuing to limit sell into the channel,« said Isabelle Durand, principal research analyst at Gartner. »While the EMEA PC market recorded a decline in the fourth quarter of 2015, it grew 13 per cent sequentially, which showed that inventories were finally being cleared out, leaving PC vendors in a better position for 2016.«

In the fourth quarter of 2015, PC vendors and the channel were reluctant to bring Windows 10 PCs into the market because the Intel Skylake platform was delayed, and its older platforms denied some potenzial benefits, such as longer battery life of Windows 10.

The different market dynamics between Eurasia and the Eastern European PC market continued in the fourth quarter of 2015. Eurasia recorded a double-digit decline, as its main countries, Russia and Ukraine, continued to struggle economically. »Further decline in oil prices resulted in additional weakening of Russian rubble versus the US dollar, which dismisses any hope of an increase in PC demand in Russia in 2016,« said Ms Durand. The Eastern European PC market is expected to see growth in low-single digits in the fourth quarter of 2015, driven by consumer demand for new hybrid devices and PC replacements moving to Windows 10.

The Middle East and North Africa region continued to be affected by oil price declines through 2015, which constrained PC spending. The business market was most impacted as government revenue from oil revenue shrunk rapidly. »As the government in Saudi Arabia starts to implement several radical measures, like increasing the cost of local petrol prices and taxing other consumer goods, we expect 2016 will see an increase in spending,« said Ms Durand.

HP retained the No. 1 position in EMEA despite a decline in shipments of 14 per cent year over year. The decline was due to weak performances in both the desktop and mobile PC segments. Desktop performance was affected by weak business demand. Businesses are waiting to migrate to Windows 10 PCs, but deployments are not likely to start before the middle of 2016 at the earliest.

Asus achieved flat growth in the fourth quarter of 2015 and was the sole vendor to achieve growth year over year. Although Dell’s shipments declined in the fourth quarter of 2015 it achieved a lower decline compared with the regional decline average.

 

Table 3
Preliminary EMEA PC Vendor Unit Shipment Estimates for 4Q15 (Thousands of Units)


Company
4Q15 Shipments 4Q15 Market Share ( %) 4Q14 Shipments 4Q14 Market Share ( %) 4Q15-4Q14 Growth ( %)
HP 5,096 22.6 5,898 22.0 -13.6
Lenovo 4,137 18.4 5,032 18.7 -17.8
Asus 2,462 10.9 2,451 9.1 0.4
Dell 2,150 9.5 2,407 9.0 -10.7
Acer Group 2,092 9.3 2,665 9.9 -21.5
Others 6,580 29.2 8,392 31.3 -21.6
Total 22,517 100.0 26,844 100.0 -16.1

Note: Data includes desk-based PCs and mobile PCs, including x86 tablets equipped with Windows 8, but excludes Chromebooks and other tablets. All data is estimated based on a preliminary study. The statistics are based on the shipments selling into channels. Source: Gartner (January 2016)

 

The Asia/Pacific PC market reached 26 million units in the fourth quarter of 2015, a 1.5 per cent decline from the fourth quarter of 2014. Buyers did not rush to replace with newer PC models with Windows 10. PC vendors looked for profitability over shipment volume, focusing on segments such as gaming PCs; bundling of desktops with large monitor screens and ultramobile device models. Preliminary results indicate that the China PC market declined 4.7 per cent in the fourth quarter of 2015 compared with a year ago.

For the year, worldwide PC shipments declined for the fourth consecutive year, which started in 2012 with the launch of tablets. »In 2015, local currency devaluation also played a key role in the market conditions,« Ms Kitagawa said. »EMEA, Latin America and Japan faced a major impact from the devaluation, showing double-digit declines in 2015. In contrast, the US and Asia/Pacific experienced minor declines of almost flat to low single-digit declines as the currency issue did not affect these regions.«

The top six vendor accounted for more of the overall PC market in 2015. These vendors accounted for 73.1 per cent of shipments in 2015, up from 70.4 per cent of shipments in 2014 (see Table 4). Lenovo maintained the No. 1 position, accounting for 19.8 per cent of PC shipments, followed by HP with 18.2 per cent market share. Dell rounded out the top three vendors, accounting for 13.6 per cent of shipments.

 

Table 4
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2015 (Thousands of Units)

Company 2015

Shipments

2015 Market

Share ( %)

2014

Shipments

2014 Market Share ( %) 2015-2014 Growth ( %)
Lenovo 57,123 19.8 58,956 18.8 -3.1
HP 52,551 18.2 54,996 17.5 -4.4
Dell 39,159 13.6 40,499 12.9 -3.3
Asus 21,198 7.3 22,671 7.2 -6.5
Apple 20,741 7.2 19,598 6.2 5.8
Acer Group 20,340 7.0 24,015 7.7 -15.3
Others 77,624 26.9 92,945 29.6 19.7
Grand Total 288,735 100.0 313,681 100.0 -8.0

Notes: Data includes desk-based PCs, notebook PCs, and ultramobile premium. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels. Source: Gartner (January 2016)

 

These results are preliminary. Final statistics will be available soon to clients of Gartner’s PC Quarterly Statistics Worldwide by Region programme. This programme offers a comprehensive and timely picture of the worldwide PC market, allowing product planning, distribution, marketing and sales organisations to keep abreast of key issues and their future implications around the globe.

www.gartner.com.

 

 

Preliminary EMEA PC Vendor Unit Shipment Estimates for 2015 (Thousands of Units)


Company
2015 Shipments 2015 Market Share ( %) 2014 Shipments 2014 Market Share ( %) 2015-2014 Growth ( %)
HP 17, 978 21,7 19, 955 20,8 -9,9
Lenovo 15, 599 18,9 17, 033 17,8 -8,4
Dell 8, 171 9,9 8, 756 9,1 -6,7
Asus 8, 056 9,7 9, 072 9,5 -11,2
Acer Group 7, 959 9,6 10, 854 11,3 -26,7
Others 24, 967 30,2 30, 130 31,5 -17,1
Total 82, 730 100.0 95, 801 100.0 -13.6

Note: Data includes desk-based PCs and mobile PCs, including x86 tablets equipped with Windows 8, but excludes Chromebooks and other tablets. All data is estimated based on a preliminary study. The statistics are based on the shipments selling into channels. Source: Gartner (January 2016)

 

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