MacDailyNews - Where Mac news comes first

 MacDailyNews Poll

Deal of the Day

5 Day Most Commented

Opinion Archive

Current Headlines

Latest Joy of Tech

  • Latest Joy of Tech!

MacNN

AppleInsider

Macworld UK

TUAW

MacRumors

Yahoo! Finance AAPL

iTunes Top 10 Albums

Mac OS X Downloads

Sat, Jul 04, 2009 - 07:12 PM EDT  —  AAPL: 140.02 (-2.81, -1.97%)  |  NASDAQ: 1796.52 (-49.20, -2.67%)

IDC: Apple Mac grabbed 5.6% of U.S. market share in Q2 07
Wednesday, July 18, 2007 - 06:24 PM EDT

Worldwide PC shipments grew by 12.5% in the second quarter of 2007, according to IDC's Worldwide Quarterly PC Tracker. Asia/Pacific (excluding Japan) returned as the fastest growing region with volume increasing more than 20% from the same quarter one year ago. A competitive market in the United States also helped boost overall growth with other regions expanding in line with or slightly behind forecasts. Channel expansion and competition for the consumer and small business segments added to the trend toward portable systems as key market drivers.

"This was another strong quarter that sets the stage for solid growth in the second half of 2007 and 2008," said Loren Loverde, director of IDC's Worldwide Quarterly PC Tracker, in the press release. "The success of HP and Acer as well as the rapid changes occurring at Dell in recent quarters underline just how dynamic the PC market is these days. Despite the temptation to simplify, the market is not just about replacing systems at the lowest cost. System design, customer service, channel coverage, and market expansion are all playing key roles in winning business."

"The quarter ended better than expected, driven by intense channel activity and vendors' strategic adjustments. The indirect channels, for instance, have proven to be an important source of growth, a trend likely to continue in coming quarters," said David Daoud, manager of Personal Computing and PC Tracker Programs, in the press release. "New product announcements are likely to stimulate demand in the coming months. However, IDC warns that a return to double-digit growth in the U.S. market will be difficult to achieve."

Regional Outlook

• The United States market accelerated to 7.2% growth following a slow second half of 2006 as aggressive competition and repositioning continues. The portables market remained strong, driven by consumer retail and channel activity. Although desktop shipments continued to contract, shipment volume was higher than anticipated. Dell remained the top vendor, though still losing ground as it restructures and faces rising competition. HP sustained growth of 26%, gaining share from a year ago. Toshiba and Acer each accelerated growth substantially.

• EMEA continued to grow at a solid, double-digit rate as portable adoption and renewals remained key drivers. Consumer and SMB segments continued to respond very positively to new products and attractive price points. Competition among the leading vendors, HP and Acer in particular, remained very active with channel outreach and product promotions. Desktop volume increased only minimally as the shift to portables continues and corporate refreshes remained moderate.

• In Japan, portable volume was flat from a year ago and a double-digit decline in desktops kept total market growth in negative territory. Commercial demand remained soft following the fiscal year-end in Q1 while summer promotions helped consumer growth improve from a very slow 2006.

• Asia/Pacific (excluding Japan) continued to accelerate with Portables growth at about 50% and with the Greater China region being a primary contributor to the regional total as vendors prepared their channels for summer promotions. In addition, nearly every country in the region posted double-digit year-on-year portables growth.

Vendor Highlights

• HP continued to experience strong growth in the United States and even faster growth abroad as the company further consolidated its lead with growth of more than 36% worldwide. The company saw strong results across all regions, but EMEA stood out with shipments increasing more than 40% year on year, up from roughly 25% in prior quarters. HP's share of worldwide shipments rose to 19.3% from 19.0% in 1Q07 and less than 16% a year ago.

• Dell volume continued to decline as the company restructures itself amid aggressive competition. Commercial volume was relatively stable, while consumer shipments declined rapidly with Dell moving away from the low end. Although shipments were down overall, growth improved from prior quarters in most regions. The company also launched a number of initiatives designed to boost sales, including a distribution agreement with Walmart, the new Vostro brand for small businesses, and color portables for consumers.

• Lenovo had a very solid quarter with shipments increasing 22% in EMEA, up from 14% in Q1 and single-digits in prior quarters. Shipments in Asia/Pacific excluding Japan and the United States also increased substantially. The solid growth and passing of the Lunar New Year holidays (which produce a seasonal decline in Q1 volume) helped Lenovo regain third place in global shipments.

• Acer continued its rapid expansion in the Americas while posting strong gains in other regions as well. New retail and dealer partner agreements are quickly expanding the company's access to the market, contributing to volume gains. Global shipments were up over 55% year on year with all regions growing by at least 30%.

• Toshiba had a strong quarter, with a big contribution from the United States. Shipments in the U.S. were up 50% from a year ago, becoming the company's largest region. EMEA and Canada also saw solid gains while growth in Asia/Pacific and Latin America trailed the market. Overall growth moved above 20% again following a slow first quarter.

• Gateway shipments continued to decline in the face of rising competition. Volume was down almost 7% from a year ago, although this was slightly better than the first quarter.

Top 5 Vendors, Worldwide PC Shipments, Second Quarter 2007 (Preliminary)
(Units Shipments are in thousands)


Notes:
• IDC estimates prior to financial earnings reports.
• Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold.
• PCs include Desktops, Notebooks, Ultra Portables, and x86 Servers.
• PCs do not include handhelds. Data for all vendors are reported for calendar periods.


Top 6 Vendors, United States PC Shipments, Second Quarter 2007 (Preliminary)
(Units Shipments are in thousands)


Notes:
• IDC estimates prior to financial earnings reports.
• Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold.
• PCs include Desktops, Notebooks, Ultra Portables, and x86 Servers.
• PCs do not include handhelds. Data for all vendors are reported for calendar periods.


Source: IDC, July 18, 2007.

MacDailyNews Take: Note to Gateway: That large object in your rear view mirror is soon to be viewable from your windshield. Look for the cloud of dust.

Bookmark and Share

Always -- Free ground shipping with orders over $50 at the Apple Store.

Reader Feedback: = registered.
Unregistered users: Feedback from multiple usernames are subject to deletion. Off-topic and posts from suspected astroturfers will be removed.

Jul 18, 07 - 06:39 pm Comment from: Gandalf

Apple to be US no.3 next quarter or is anyone betting on a Gateway surge.

Jul 18, 07 - 06:56 pm Comment from: kirkgray

Enough with the surges already.

Jul 18, 07 - 06:59 pm Comment from: Proud American

We love surges!

Jul 18, 07 - 07:06 pm Comment from: twilightmoon@mac.com

Apple might beat those shipment numbers since they probly don't have a complete and accurate count of Apple's sales through its retail stores and online.

Jul 18, 07 - 07:08 pm Comment from: CouldGoAnyWay

"Apple to be US no.3 next quarter or is anyone betting on a Gateway surge."

Spots 3-6 are all so close, and Acer and Toshiba are growing much faster than Apple.

Jul 18, 07 - 07:13 pm Comment from: Tremor

If the rumors of a iMac refresh next month are true, then overtaking Gateway is certainly a possiblility... I know I've been waiting for such an event since the beginning of the year so I can replace my old G3 Blue and White...

Jul 18, 07 - 07:18 pm Comment from: ChrissyOne

I say we give sanctions more time to work.

Jul 18, 07 - 07:18 pm Comment from: James

Windows PC venders are fighting Apple "over there", so they don't have to fight them here at home; where their losing ground.

So Apple will have 10% in three years? I hope its soon than that, since double digital market share should cause the Mac market to explode.

Jul 18, 07 - 07:19 pm Comment from: Randian

What ever happened to the SEC or FTC's investigation of Dell's recent financial dealings/reportings?

Are they out of the woods yet?

Jul 18, 07 - 07:28 pm Comment from: Serge

I have a serge suit. It's too warm to wear in So. Ca. I'll wager not too many of you have even heard of a serge suit.

Jul 18, 07 - 07:47 pm Comment from: One Guy from Denmark

Whaaaa? No, I mean, Dahhh...

Jul 18, 07 - 08:00 pm Comment from: DWJ

That is a SURGE for Apple and a SQUIRT for PC's!

Jul 18, 07 - 08:23 pm Comment from: shen

good to see both gateway and dell losing ground with their POS machines......

Jul 18, 07 - 09:22 pm Comment from: Dolita

MDN seems to overlook Acer's growth rate.
With its 163,8% growth and just 0,4% market share difference to Gateway and Apple, it looks more likely that next year the top 4 would be: HP - Dell - Acer - Apple

Jul 18, 07 - 09:38 pm Comment from: mel Gross

Dolita, I was about to post the very same thing.

But it isn't only Acer, Toshiba's growth rate is about double Apple's as well.

Apple could move in front of Gateway, only to see both Acer and Toshiba in front of them, with Apple then moving down to number 6.

But people here see only what they want to see.

Jul 18, 07 - 09:46 pm Comment from: R

Yes, it's called .Mac. That's one of the biggee things coming in Leopard.

Jul 18, 07 - 10:00 pm Comment from: Perplexed Apple user

So is Apple growing in the rest of the world? Is the growth of Apple matched in the rest of the world? I don't know. The American market is only one snapshot. I'm more interested in how Apple is going worldwide. Yet from this article I have no idea what the hell is happening.

Jul 18, 07 - 10:01 pm Comment from: @Dolita

"MDN seems to overlook Acer's growth rate."

Of course it is. MDN tries to ignore any facts that are not favorable to Apple.

Jul 18, 07 - 10:02 pm Comment from: me

Hey MDN, do you not see Toshiba and Acer?

Jul 18, 07 - 10:42 pm Comment from: R

Ugh, how many words would people have liked to read? I wouldn't have highlighted Acer or Toshiba either-- as neither is an American Company. That Gateway and Dell are dropping is most important given Apple's primary market, the US.

MW "purpose" as in "There was one when reporting."

Jul 18, 07 - 11:27 pm Comment from: Infomercials

you don't know the history of surges; I do.

Jul 19, 07 - 12:32 am Comment from: en

I just do not see Apple taking any kind of "lead" for quite a while. You have to look at all those $300 computer systems that dads are buying their teenage kids. But when those kids go to college, That is when we want them to decide to go Mac. More money to spend, and a life long love of Mac. grin Just a thought.

Afterall, BMW does not try to sell the most, just to the best. grin

Jul 19, 07 - 12:38 am Comment from: DogGone

Acer and Toshiba sell a lot of cheap notebooks. I bet that is where they are pick a lot of market share. The question is are these guys making much money out of this.

The point is, that with each percentage point Apple gets in the market, their profitability increases far more.

Apple's not playing the market share game like everyone else. They're going for profitability. That's why you won't get cheap and nasty machines from Apple.

Jul 19, 07 - 01:16 am Comment from: HaHaHaHa

"That's why you won't get cheap and nasty machines from Apple."

Only expensive and nasty ones.

Jul 19, 07 - 02:46 am Comment from: Charko

Perplexed Apple user,

I don't know about the rest of the world, but there's absoulutely no doubt in my mind that Apple is growing in Europe too. I've no statistics at hand, but it's plainly visible.
e.g. I work in a hospital in Berlin. Four years ago I was the only Mac user in the department; now there are four of us. When the new iMacs come out it'll go up to five - he's waiting on my advice.
You also see increasingly more Macs in the cafés and the universities.

Jul 19, 07 - 04:30 am Comment from: Macaday

Of course Apple is growing its Mac share worldwide.

The rest of the world are always a bit slower. Although here in the UK Mac sales are going incredibly well. Macs are popping up all over the place, and it's become much easier to persuade people to make the switch.

Jul 19, 07 - 04:31 am Comment from: SKY LARK

@Charko
Same experience for me too.
Here in Sydney, Australia. In the not so long past I used to be one of maybe three or so people with a Mac at the Sydney studios of a large Australian Television Network, but these days it seems that every Shazza, Bazza n' Mustafa has a Mac.

The light at the end of the tunnel is getting very, very bright now !!!

Jul 19, 07 - 04:34 am Comment from: Macaday

Someone needs to do the work to report on Apple's share of the market in which they compete.

Not the bottom feeding, zero margin commodity business - which makes up at least 50% of the PC sales market.

I would argue that -in their market- Macs already have at least a 20% market share in the US.

Jul 19, 07 - 04:38 am Comment from: Masa

@DogOne

Apple makes more cash than Sony, and their revenues aren't even close. wink

Jul 19, 07 - 07:25 am Comment from: LiesDamnLies

"Someone needs to do the work to report on Apple's share of the market in which they compete."

I have done the research, and found that they have 100% of the market for people who buy computers from companies named Apple.

Congratulations Macaday, your favorite platform now has 100% market share.

Jul 19, 07 - 07:35 am Comment from: Wingsy

Serge: I know what it is, being one myself. smile

Jul 19, 07 - 07:59 am Comment from: Harry

The point is that after all 94% did not buy a Macintosh computer and after all the afford made by Apple for me it is disappointing.
Wonder why ?

Jul 19, 07 - 08:03 am Comment from: RealityDistortionField

Funny how fanboys wank and gurgle over every half percent increase in Apple US market share, yet when faced with the comment that Microsoft has 95% of the market claim that market share is not a measure of anything.

Jul 19, 07 - 08:23 am Comment from: Road Warrior

Wow, look at the Acer surge (168%). Any speculators out there care to explain why this is happening?

Jul 19, 07 - 08:32 am Comment from: gzero

@RealityDistortionField

your mama's a fanboy.

I'm kidding. Seriously, though, I find it equally funny how Windows apologists still manage to pull the "95% of the market" claim out of their butts like that's something to really be proud of. I guess all of those ATM machines and checkout counters make you guys feel pretty special.

I guess the 95% desktop number makes MS and its fanboy lemmings feel good because they're getting their a**es kicked in every other electronics sector they try to compete in:

Apple in the digital music space
Symbian (and soon to be Apple) in the mobile phone OS space
Sony and Nintendo in the game console space

I personally don't care if Apple ever gets above 10% market share: at least it's still the top 10%. grin

Jul 19, 07 - 10:08 am Comment from: MacFhearghaile

Who gives a rats butt, as long as Apple is healthy and continues to make superior products, and software the Microsuck world can eat a big one.

Jul 19, 07 - 10:10 am Comment from: BustingTheSkullsOfIdiots

Why, sanctions have done such a wonderful job so far, haven't they? They have made the mad sane and changed Islam from a religion of pieces into a religion of peace!

Jul 19, 07 - 11:49 am Comment from: Macaday

I'm more than happy for Microsoft and it's blinkered followers to exclaim they have any % they want.

The reality is that a majority of that share is worth very little to anybody. In fact, it can be a complete liability, because it is responsible for all the billions of spam we have to deal with and other spambot activity.

Windows - mostly for numbskulls and dumb terminals who don't or can't know better.

Jul 19, 07 - 02:30 pm Comment from: Koen

@RoadWarrior:
I guess it's the fact that they're good at laptops. In the European 'lower-mid-price section', they drop the unnecessary last-but-one MS Office you throw off that things' HD faster than anyone can download OpenOffice and really give you better hardware than Dell or HP do, at least if you like AMD's good old "we'll really go dual-core for consumers next year" processors.
Still, if I have to go PC, it'll always be HP. At least I don't have to check every piece of hardware on it for Linux-compatibility, and I get the better PC out there.
BTW, When will Apple FINALLY build a consumer tower starting at about €1000? They're really missing out in Europe because of that. We rather tend to upgrade computers a little before we declare them antiquated...

Jul 19, 07 - 05:17 pm Comment from: Kit-N

@Dolita

"MDN seems to overlook Acer's growth rate.
With its 163,8% growth and just 0,4% market share difference to Gateway and Apple, it looks more likely that next year the top 4 would be: HP - Dell - Acer - Apple"

Okay, my math skills suck, but the concept is sound. Follow this logic:

0.8% would double Acer's market share. The smaller a company is, the larger the perceived growth rate.

Jack's lemonade stand had 10 customers. This summer that increased to 20. Jack saw 200% increase.

Jill's lemonade stand had 1000 customers. This summer that increased to 1200. Jill only had a 20% increase.

Jul 19, 07 - 05:19 pm Comment from: Kit-N

Yeah, I know. I looked that over again. Like I said. My math skills suck.

But I still say the concept works.

Jul 19, 07 - 05:51 pm Comment from: mel Gross

Kit-N, did you look at those numbers?

This isn't like the 10 vs 1,000 lemonade customers..

From GTW through Acer, it's pretty close.

While GTW is going down (at least this year) it isn't clear whether Acer and Toshiba will continue their torrid growth or not, or for that matter, Apple's more sedate growth (in comparison).

If Apple grows again by 26%, they would have 1.210 Million in sales.

If Toshiba's growth slowed to two thirds (33.33%), they would have 1.201 million in sales.

And if Acer slowed to half it's growth (82%), they would have 1.616 million in sales.

We don't know what's going to happen, but that's a reasonable assumption.

It could be worse.

Jul 21, 07 - 09:15 pm Comment from: RealityDistortionField

"This isn't like the 10 vs 1,000 lemonade customers.."

True, Acer and Toshiba are racing to overtake Apple. But when you drink just one cup of Apple flavored Kool Aid, you get to ignore the obvious.

Jul 21, 07 - 09:18 pm Comment from: RealWorld

"The reality is that a majority of that share is worth very little to anybody. In fact, it can be a complete liability, "

Except in the real world, where it's a good thing.

Reader feedback page 1 of 1 pages:

Always -- Free ground shipping with orders over $50 at the Apple Store.

Add Your Feedback:

Register or Login

Name:

Email: (optional)

Emoticons | Allowed HTML Tags

Remember my info   Notify me of follow-up comments?

Please enter the "MDN Magic Word" you see in the image below: