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1Q14: PC market share declines from 1,7% vs 1Q13

PC market share 1Q14

Worldwide PC shipments totaled 76.6 million units in the first quarter of 2014, a 1.7 percent decline from the first quarter of 2013, according to preliminary results by Gartner. The severity of the decline eased compared with the past seven quarters.

All regions indicated a positive effect since the end of XP support stimulated the PC refresh of XP systems. Professional desktops, in particular, showed strength in the quarter. Among key countries, Japan was greatly affected by the end of XP support, registering a 35 percent year-over-year increase in PC shipments. The growth was also boosted by sales tax change. We expect the impact of XP migration worldwide to continue throughout 2014

While the PC market remains weak, it is showing signs of improvement compared to last year. The PC professional market generally improved in regions such as EMEA. The U.S. saw the gradual recovery of PC spending as the impact of tablets faded.

The PC market continued to be tough for many vendors. Economies of scale matter tremendously in this high-volume, low-profit market, which is forcing some vendors, such as Sony, out of the market. In contrast, all of the top five vendors, except Acer, registered year-over-year shipment growth. The top thee vendors — Lenovo, HP and Dell — have all confirmed the importance of the PC business as part of their overall business strategies.

Lenovo experienced the strongest growth among the top five vendors. Its shipments grew 10.9 percent and Lenovo extended its position as the worldwide leader. The company’s shipments grew in all regions except Asia/Pacific, where growth in China has been problematic. Overall, the China market again slowed, in part due to the long holiday in the middle of the quarter.

Q4 2013, smartphones: Samsung & Apple on top

SmartPhoneAsGift

2013: Global SMARTPHONE market share: Samsung 32.3%, Apple 15.5%, Huawei 5.1%, LG 4.8% Lenovo 4.6%.

Global Smartphone Shipments Reach a Record 990 Million Units in 2013.

Global smartphone shipments grew 41 percent annually to reach a record 990 million units in 2013. Huawei, Lenovo and LG were the star performers, capturing a combined 14 percent marketshare worldwide and closing the gap on Apple.

Global smartphone shipments grew 34 percent annually from 217.0 million units in Q4 2012 to 290.2 million in Q4 2013. Global smartphone shipments for the full year were just shy of the 1 billion level, but they nonetheless reached a record 990.0 million units in 2013, increasing from 700.1 million in 2012. Global smartphone shipment growth decreased slightly from 43 percent in 2012 to 41% in 2013, due to high penetration in some major markets like the United States.

Samsung shipped a record 319.8 million smartphones worldwide and captured 32 percent marketshare in 2013. This was the largest number of units ever shipped by a smartphone vendor in a single year. Despite tough competition from a long tail of Chinese and American brands, Samsung continued to deliver numerous hit models, such as the Galaxy S4 and Note 3.

Apple grew a sluggish 13 percent annually and shipped 153.4 million smartphones worldwide for 15 percent marketshare in 2013, dipping from the 19 percent level recorded in 2012. Apple remains strong in the high-end smartphone segment, but a lack of presence in the low-end category is costing it lost volumes in fast-growing emerging markets such as India.

Samsung and Apple together accounted for almost half of all smartphones shipped worldwide in 2013. Large marketing budgets, extensive distribution channels and attractive product portfolios have enabled Samsung and Apple to maintain their grip on the smartphone industry. However, there is clearly now more competition coming from the second-tier smartphone brands.

Huawei, LG and Lenovo each grew their smartphone shipments around two times faster than the global industry average and captured a combined 14 percent marketshare. Huawei is expanding swiftly in Europe, while LG’s Optimus range is proving popular in Latin America, and Lenovo’s Android models are selling at competitive price-points across China. Samsung and Apple will need to fight hard to hold off these and other hungry challengers during 2014.

Q42013 SmartPhone market share

Q4 2013, tablets: Lenovo & Samsung increased their market share

Samsung Apple Q4 2013

Worldwide, IDC estimates 76.9 million tablets were shipped in Q4 2013, which comes out to 62.4 percent growth over Q3 2013 and 28.2 percent on Q4 2012. In all of 2013, 217.1 million units were shipped, up from 144.2 million in 2012.

TOP5 Tablet vendors Q4 2013

IDC’s latest Q4 2013 report of global tablet shipments showed only Lenovo and Samsung increased their market share among the top five brands.

Apple still holds a firm position at the top with 33.8 percent of the market, but that figure fell 4.4 percent year-on-year. South Korea’s Samsung, in second place, gained a hefty 5.8 percent of the market and shipments grew 85.9 percent year-on-year. China’s Lenovo rounded out the top five growing from 1.3 to 4.4 percent market share. That might not seem like much, but Lenovo’s shipments more than tripled in the past year.

Lenovo’s access to the Chinese whitebox manufacturing infrastructure has helped it drive more low-priced tablet products into the market; the company’s strength in emerging markets, and its increased market share in adjoining markets such as PCs and smartphones, makes it well positioned to see additional tablet gains in 2014.

Amazon and Asus make up the remaining spots in the top five. Amazon’s market share dipped from 9.9 to 7.6 percent, while Asus held a steady 5.1 percent.

Q4 2013 : Worldwide PC market share declines

pc2013

Worldwide PC Shipments Totaled 82.2 Million Units In Q4 2013, A 5.6% Decline From Q4 2012.

Top 5 Vendors, Worldwide PC Shipments, Fourth Quarter 2013 (Preliminary) (Units Shipments are in thousands)

Vendor 4Q13 Shipments 4Q13 Market Share 4Q12 Shipments 4Q12 Market Share 4Q13/4Q12 Growth

1. Lenovo 15,279 18.6% 14,013 16.1% 9.0%

2. HP 13,779 16.8% 15,059 17.3% -8.5%

3. Dell 10,030 12.2% 9,482 10.9% 5.8%

4. Acer Group 5,540 6.7% 7,046 8.1% -21.4%

5. ASUS 4,988 6.1% 5,610 6.4% -11.1%

Others 32,595 39.6% 35,840 41.2% -9.1%

Total 82,211 100.0% 87,049 100.0% -5.6%

International Data Corporation (IDC) today released their Worldwide Quarterly PC Tracker. Worldwide PC shipments totaled 82.2 million units in the Q4 of 2013, representing a 5.6% decline in numbers YoY. When you consider the full year 2013, total shipments declined -10.0% from 2012, a record drop reflecting the changes in mobility and personal computing affecting the market.

The declining trend is no surprising given that the consumer interest is moving towards more mobile devices like smartphones and tablets.

PC market continues to slide in Q3 2013

pc network q3 2013

The PC market has been on the decline for the past year, but there are new hints that the situation is improving — if only slightly. Both Gartner (shown here) and IDC estimate that worldwide computer shipments dropped roughly eight percent year-over-year in the third quarter. While that’s not exactly comforting to vendors, it’s better than the double-digit losses of the past several months; the analyst groups even saw flat or positive growth in countries like Japan and the US. Any further declines in some regions may be relatively gentle, Gartner says.

As for who’s out in front?

Heavyweights like Lenovo, HP and Dell grew thanks to improving business sales and some advance shipments of Windows 8.1 PCs. Acer and ASUS, meanwhile, were dealt the worst blow as their netbook sales continued to suffer from the rise of mobile OS tablets. Neither Gartner nor IDC is predicting a turnaround for the industry, but they suggest that PC builders are finally figuring out their places in a world where mobile devices rule.

gartner-pc-q3-2013-1

Not only PC, but MAC also

Another interesting piece of data we glean in the report is that Apple (AAPL) experienced a PC shipment decline of 11.2% in the third quarter. Perhaps, iPhone and iPad are cannibalizing MAC sales. It’s something to watch in the upcoming quarterly results. Smartphones and tablets have compressed the tech giant’s margins, falling Mac sales might further the problem; although management recent said margins will be higher thanks to iPhone 5S sales. Nobody actually wants the 5C as its price has been cut by many vendors already.

The way of the VHS

The PC is going the way of the VHS. Investors would be better served focusing on tablet leaders and suppliers. Even smartphone sales are beginning to moderate.

13Q2 Smartphone: 80% on Android

iphone-5s-horizontal-black-shot

Despite beating Wall Street expectations in terms of shipment volumes, Apple’s share in the worldwide smartphone operating system market posted a year-over-year decline during the second quarter of 2013 (2Q13). Meanwhile, Android and Windows Phone both managed slight increases during the same period. According to the International Data Corporation (IDC) Worldwide Quarterly Mobile Phone Tracker, vendors shipped a total of 236.4 million smartphones in 2Q13, up 51.3% from the 156.2 million units shipped in 2Q12. Second quarter shipments grew 9.3% when compared to the 216.3 million units shipped in 1Q13.

Smartphone OS Highlights

Android maintained its leadership position, with strong contributions from Samsung and its Galaxy S4. Not to be overlooked were LG and Chinese vendors Huawei, Lenovo, and ZTE, which each recorded double-digit shipment volumes in the millions. Combined, these vendors accounted for 62.5% of all Android-powered smartphone shipments during the quarter. Still, the remaining vendors within the Android ecosystem should not be overlooked, as many have developed a strong local presence within key developing markets.

iOS finished the quarter as the clear number 2 operating system, showing that, even without new product launches, demand remains strong. Moreover, Apple added new mobile operators to its camp, boosting short-term volumes and cementing long-term end-user relationships. What remains to be seen is how the new iOS 7 will be received once it reaches the market later this year, as much of the look and feel of the user interface has been revamped.

Windows Phone posted the largest year-over-year increase among the top five smartphone platforms, and in the process reinforced its position as the number 3 smartphone operating system. Driving this result was Nokia, which released two new smartphones and grew its presence at multiple mobile operators. But beyond Nokia, Windows Phone remained a secondary option for other vendors, many of which have concentrated on Android. By comparison, Nokia accounted for 81.6% of all Windows Phone smartphone shipments during 2Q13.

Q2 2013 OS SMARTPHONE

June 2013: Stats of WorldOfInnovations.net

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Global overview

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Top views by country

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May 2013: Stats of WorldOfInnovations.net

WOI - Graph 0513 - Referrers

Global overview

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3Q13: Apple’s smartphone share in single digit

Apple 3Q13 screen-shot-2013-04-29-at-4-18-04-pm

The chart at right represents the worst case scenario for Apple’s share of the global SmartPhone market.

Using Apple’s own numbers for fiscal Q2, we calculate that iPhone sales grew 7% year over year in a sell-in basis while the overall smartphone market grew by about 36%. The net result is that Apple’s share of the global smartphone market fell from 23% last year to 17% share this year — the largest year-over-year decline in the iPhone’s history.

The situation won’t get any better by June. Based on Apple’s fiscal Q3 revenue guidance, we estimate Apple will sell about 25 million iPhones in the current quarter. If the overall market grows 30%, Apple’s share will fall to 12.3%. If it grows 36%, Apple’s share falls to 11.7%.

Given this, how can be maintained a $600 price target for Apple and an Outperform rating?

  • Apple’s market share typically troughs before new offerings… Apple’s share could increase dramatically with the introduction of a lower priced device, and meaningfully with the addition of new carriers. We estimate that adding China Mobile would boost Apple’s global smartphone market share by over 100 bps in the first year, and that a successful low end iPhone could boost share by 500 bps or more.
  • iPhone is still growing healthily. As gloomy as these market share forecasts appear, we model iPhone unit sales growing 15% in FY 2013, and 10% in FY14, and our model does not include the introduction of a lower-priced device. Yes, Apple is growing at a fraction of the market – because it is not participating in the fastest growing, low end segment – but we still expect it to grow.
  • The size of the total iOS ecosystem remains staggering on both an absolute and relative basis – and Apple’s customer base remains intensely loyal. In short, iOS is in no risk of going away… Moreover, our consumer surveys point to iPhone repurchase intentions of over 90%, notably ahead of competing ecosystems, including Android.
  • Market share does not necessarily correlate with profitability. Currently, Apple’s iPhone positioning is increasingly mirroring the Mac, which commands just 5% PC market share, but is highly profitable, accounting for an estimated 40% of total PC industry profits.

1Q13: Why PC down -14% compared to 1Q12

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Fourth quarters of PC shipment declines

Worldwide PC shipments totaled 76.3 million units in the first quarter of 2013 (1Q13), down -13.9% compared to the same quarter in 2012 and worse than the forecast decline of -7.7%, according to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker. The extent of the year-on-year contraction marked the worst quarter since IDC began tracking the PC market quarterly in 1994. The results also marked the fourth consecutive quarter of year-on-year shipment declines.

Despite some mild improvement in the economic environment and some new PC models offering Windows 8, PC shipments were down significantly across all regions compared to a year ago. Fading Mini Notebook shipments have taken a big chunk out of the low-end market while tablets and smartphones continue to divert consumer spending. PC industry efforts to offer touch capabilities and ultraslim systems have been hampered by traditional barriers of price and component supply, as well as a weak reception for Windows 8.

“Although the reduction in shipments was not a surprise, the magnitude of the contraction is both surprising and worrisome,” said David Daoud, IDC Research Director, Personal Computing.
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Regional Highlights

United States – The U.S. market had another dismal quarter in 1Q13, contracting -12.7% year on year, with a drop of -18.3% compared to the fourth quarter of 2012.

EMEA – As expected, Europe, Middle East and Africa (EMEA) remained constrained, posting a stronger double-digit decline than anticipated in the first quarter of 2013. The market response to Windows 8 and touch-enabled devices remained slow.

Japan – PC shipments were in line with expectations in the first quarter. Some economic improvement is helping to support commercial replacement demand ahead of the scheduled end of support for Windows XP next year. However, consumer shipments remained very weak.

Asia/Pacific (excluding Japan) (APeJ) – PC shipments in APeJ declined sharply, dropping a record -12.7% year on year, the first time the region has experienced a double-digit decline. Although much of the earlier Windows 7 stock had cleared, a lukewarm reception toward Windows 8 hampered new shipments.

Vendor Highlights

HP remained the top vendor, but posted a substantial double-digit decline in shipments after an aggressive fourth quarter kept growth flat during the holidays. HP’s worldwide shipments fell more than -23% year on year in 1Q13.

Lenovo remained second in global shipments and nearly closed the gap with HP. Lenovo continued to outpace the market, notably expanding shipments with its attack strategy.

Dell saw shipments decline by more than -10% globally and -14% in the United States. The vendor continued to face tough competition and struggled with customer uncertainty about the direction of its restructuring.

Acer Group continued to see substantial declines in shipments across regions. As the leader in Mini Notebook shipments, the vendor has been particularly exposed to the decline in these systems. Slow consumer and SMB growth has also taken a toll.

ASUS managed some growth in the United States, but saw a substantial decline in EMEA and Asia/Pacific. The company’s substantial surge in Americas shipments in the second half of 2012 gave way to limited growth as demand weakened.

Apple fared better than the overall U.S. market, but still saw shipments decline as its own PCs also face competition from iPads.

Toshiba also saw shipments decline in the United States, but fared better than the overall market, benefitting somewhat from the restructuring of market leaders HP and Dell.

Perspective and Predictions

The main question is: why are we in such situation? Since beginning of 2012, we are now in a transition. People wants mobility. They buy tablets in order to have this usage. Until now, PC even laptops are too big, not adapted to mobility, not sufficiently autonomous and with a Windows in transition. These Laptops PC couldn’t be transformed in tablets, or with difficulties. Technologies were not there.

But in parallel, customers that bought tablets are viewing their current limits: easy to consume data and Apps, difficult to create documents or programs; in any case, less performing than PC.

In 2Q13, new tablets PC will be launched by several constructors. Very similar to tablets, and very similar to PC. But these Tablets PC will have too main difficulties: first is the price around 1500 euros for good touch tablet and for good PC with hard disk and minimum of 8 hours of usage and second is Windows 8, which remains in transition.

Then, the market will continue to decrease in 3Q13 and 4Q13. In 1Q14 or 2Q14 should be launched Windows 9 by Microsoft. Same tablets launched on 2Q13 will be sold around 800 – 1000 euros. Starting 2Q14 or 3Q14, PC market will re-increase, pushed in tablets PC.

Prediction is that in 2016, only 10% of PC sold will be Desktop and 90% will be Tablet PC. Starting half of 2014, the market of tablets “alone” (as current iPAD or Galaxy Tab) will decrease.

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1. http://www.idc.com/getdoc.jsp?containerId=prUS24065413