UPDATE: PC Sales Growth Below Expectations In 2Q
14 7월 2011 - 8:22AM
Dow Jones News
Global shipments of personal computers rose less than expected
in the second quarter, providing the latest evidence of weakness as
consumers remain attracted to tablets.
Market researcher Gartner Inc. (IT) said shipments climbed 2.3%,
well below its earlier 6.7% projection. Peer researcher
International Data Corp. pegged the growth rate at 2.6%, still
below its May estimate of 2.9%.
"These preliminary results continue to reflect pressure from
competing consumer and business products as well as cautious
spending," IDC analyst Jay Chou said. "Nevertheless, product
refreshes and promotions in the second half of the year as well as
easier year-ago data should boost growth in the second half of the
year."
The disappointing results, while an improvement from the
declines in the first quarter, underscore challenges facing top PC
makers because such tablet computers as Apple Inc.'s (AAPL) iPad
are attracting the interest of consumers and corporations alike.
Longer lifetimes for existing computers have also weighed on new
sales as businesses and customers strive to get more use out of
their machines.
"Given the hype around media tablets, such as the iPad,
retailers were very conservative in placing orders for PCs," said
Gartner analyst Mikako Kitagawa. "Instead, they wanted to secure
space for media tablets. Some PC vendors had to lower their
inventory through promotions, while others slimmed their product
lines at retailers."
Lenovo Group Ltd. (LNVGY, 0992.HK) posted the largest market
share gains, coming in at No. 3 with 12% of shipments, according to
both firms, up from about 10% a year ago. The Chinese computer
maker has been one of the world's fastest-growing PC makers as
demand soars in emerging markets.
"We're strong where the market is strong," Rory Read, Lenovo
president and chief operating officer, said in an interview. "Our
strategy is working and our value proposition is resonating, and
that's why we're able to earn being the fastest growing major
player on the planet for seven quarters in a row."
He noted that while the company can't control macroeconomic
factors impacting the industry, Lenovo remains focused on gaining
share and executing on its strategy around enterprise and emerging
markets.
Acer Inc. (ACEIY, 2353.TW), meanwhile, saw its market share fall
to 11% and dropped two spots to fourth place. Gartner said its
share was 14% a year ago, while IDC put Acer's share at 12% a year
ago. The company previously benefited from demand for
netbooks--tiny, no-frills laptops--but saw its position falter as
the market saturated.
Market share for Hewlett-Packard Co. (HPQ) and Dell Inc. (DELL),
the top two vendors, was flat from the previous year.
The data comes ahead of the second-quarter earnings season,
which ramps up in the coming weeks as such companies as chip giant
Intel Corp. (INTC) post results. Several tech companies, including
semiconductor equipment makers Applied Materials Inc. (AMAT) and
Samsung Electronics Co.'s (005930.SE, SSNHY) have warned of recent
weakness.
-By Shara Tibken, Dow Jones Newswires; 212-416-2189;
shara.tibken@dowjones.com
--Drew Fitzgerald contributed to this story.
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