Gartner: PC Shipments Grew For the First Time in Six Years
Worldwide PC shipments totaled 62.1 million units in the second quarter of 2018, a 1.4 percent increase from the second quarter of 2017, according to preliminary results by Gartner. This is the first quarter of year-over-year global PC shipment growth since the first quarter of 2012.
All regions experienced some growth compared with a year ago. While the results are a positive result for the PC industry, Gartner analysts said this sign of market stability is not enough to declare a PC industry recovery just yet.
"PC shipment growth in the second quarter of 2018 was driven by demand in the business market, which was offset by declining shipments in the consumer segment," said Mikako Kitagawa, principal analyst at Gartner. "In the consumer space, the fundamental market structure, due to changes on PC user behavior, still remains, and continues to impact market growth. Consumers are using their smartphones for even more daily tasks, such as checking social media, calendaring, banking and shopping, which is reducing the need for a consumer PC."
With the completion of Lenovo's joint venture with Fujitsu, three out of four PCs were shipped by the top five PC vendors in the second quarter of 2018. With the inclusion of Fujitsu’s PC shipments due to the joint venture, Lenovo was in a virtual tie with HP for the top spot based on global PC shipments. All of the top five PC vendors experienced an increase in worldwide PC shipments in the quarter.
Preliminary Worldwide PC Vendor Unit Shipment Estimates for 2Q18 (Thousands of Units)
2Q18 Market Share (%)
2Q17 Market Share (%)
2Q18-2Q17 Growth (%)
HP had its third consecutive quarter of year-over-year PC shipment growth. HP Inc. maintained steady growth across all regions, except the U.S. In the other regions, its shipment growth well exceeded the regional averages. Lenovo experienced its highest growth rate since the first quarter of 2015.
In the U.S. PC market, the industry returned to growth after six consecutive quarters of shipment declines. In the second quarter of 2018, U.S. PC shipments totaled 14.5 million units, a 1.7 percent increase from the same period last year. HP continued to be the market leader in the U.S., but Dell closed the gap, as Dell's U.S. PC shipments increased 7.2 percent.
PC shipments in EMEA reached 17.4 million units in the second quarter of 2018, a 1.3 percent increase year over year. In Western Europe, demand was strong for business PCs in Germany and the U.K. Eurasia, which includes Russia, remained the growth region in EMEA. While the second quarter is usually a slower in terms of demand, several countries, such as Russia, Ukraine and Kazakhstan, continued to see increasing consumer demand.
PC shipments in Asia/Pacific totaled 21.3 million units, a 0.1 percent increase from the second quarter of 2017. India, Indonesia, Thailand and other emerging markets in Asia showed improvement in the commercial segment due to demand for replacing aging PCs and upgrading to Windows 10. In China, PC shipments declined 3.6 percent year over year as some business procurements have been postponed to 2019, and the consumer market is saturated.