Canalys has announced that Apple, after reporting stellar
results, became the leading worldwide client PC vendor in the fourth
quarter of 2011. Apple shipped over 15 million iPads and five million
Macs, representing 17% of the total 120 million client PCs shipped
globally in the fourth quarter. Overall, the total client PC market,
including desktops, netbooks, notebooks, and pads grew 16% on-year.
Excluding pads, the client PC market declined 0.4%. The floods in
Thailand, that impacted hard drive assembly plants, caused mild
disruption to shipments during the quarter, but the side effects are
likely to be felt in the first half of 2012.
Among the
other top five PC vendors, only Lenovo managed to increase its market
share, by a relatively modest two points, compared to Apple's six-point
gain over the same quarter a year ago. Acer, Dell and HP – the hardest
hit – all lost market share. Now the second largest client PC vendor
worldwide, HP will struggle to compete with Apple following the end of
its Touchpad.
"Currently, HP is pursuing a Windows
strategy for its pad portfolio, producing enterprise-focused products,
such as the recently launched Slate 2, until the launch of Windows 8,"
said Canalys Analyst Tim Coulling. "However, questions remain over
Microsoft's entry into the consumer pad space.
While early
demonstrations of the Window 8 operating system seem promising,
Microsoft must focus its efforts on creating an intuitive user
experience that is far less resource intensive."
Lenovo
continued to close the gap on HP, thanks to successful investment
outside of core markets. The acquisition of Medion in Germany helped
Lenovo double its shipments in Western Europe during the second half of
2011. The vendor's decision to use Android for enterprise and consumer
pads gives it a better opportunity than HP to continue gaining market
share.
Dell placed fourth among the top five PC
vendors, followed by Acer. Acer's shipments continued to decline, as a
result of the pad's impact on the netbook market. It did, however, make
headlines at the 2012 International Consumer Electronics Show in
January, when it revealed its S5 Ultrabook. Unsurprisingly, Acer and
other vendors have been quick to announce their support for the new
ultrabook form factor, with the view of driving innovation and renewed
customer interest in notebooks.
"We expect Ultrabook
volumes to see limited adoption through the first half of 2012, before
finally gaining momentum later in the year as price points decline and
Intel launches a new line of processors and embarks on an aggressive
marketing campaign," said Canalys Research Analyst Michael Kauh. "In the
short term though, vendors will experience more pressure in the netbook
and notebook segments, especially with Apple's annual iPad refresh
approaching."
Pads accounted for 22% of total PC
shipments during the fourth quarter of 2011. In addition to Apple's
strong performance, the Amazon Kindle Fire and the Nook Tablet by Barnes
and Noble boosted volumes in the US market, allowing both vendors to
claim spots among the top five worldwide pad makers, in second and fifth
place respectively.
All regions grew on-year with the
inclusion of pads. Excluding pads, however, shipments in Europe, Middle
East and Africa and North America declined, due to weaker consumer
demand in Western Europe and the US, despite the traditional
fourth-quarter sales periods. Vendors and channel partners took a
cautious approach to inventory levels in the fourth quarter, as many had
expected a slow quarter. Notebook volumes grew slightly, at
approximately 1% in these regions, but continued their impressive rise
in Asia Pacific and Latin America, as more consumers embraced mobile
computing.
"The consumerization of IT continues to be a
significant disruptive force in the PC industry, but many of the
leading vendors have failed to capitalize on the trend to date," said
Coulling. "This year will be a pivotal year for those vendors that were
slow to launch pads. It is not just the product that they need to get
right, business models are equally important - driving revenues from
content delivery can help vendors reach lower price points in a market
that is incredibly price sensitive."