Dell rides rising tide to reclaim No. 2 spot
Market research group IDC said Wednesday that global shipments of personal computers climbed 22.4 percent in the second quarter as businesses replaced aging computers and consumers continued to buy inexpensive laptops.
Dell Inc. reclaimed the No. 2 spot in worldwide market share, riding a rise in corporate spending on technology.
The growth came in half a percentage point less than predicted because of slightly lower personal computer shipments in the U.S. and Asia.
IDC analyst Loren Loverde
said the group is likely to reduce estimates for the current quarter and the rest of the year slightly, but he still calls the industry’s performance in the quarter “quite good.”
Hewlett-Packard Co. remained the world’s top computer maker, followed by Dell and Acer Inc. Lenovo Group Ltd., Toshiba Corp. and AsusTek Computer Inc. rounded out IDC’s top six.
Consumers still sought out low-end laptops and netbooks — notebook computers that are even less expensive but also less powerful.
However, Loverde said, consumer PC buying seems to be slowing in the U.S. as big business spending picks up. That has helped Dell overtake Acer for the No. 2 spot. Dell had slipped to third place in the third quarter of 2009.
In the interim, however, corporate spending on technology has picked up. That’s crucial for Dell, which relies on commercial customers for the bulk of its revenue.
In the U.S., PC shipments rose 12.6 percent. H-P, Dell and Acer were the top three. No. 4 Apple Inc. shipped 15.4 percent more of its Mac computers in the quarter. Toshiba was fifth.
Businesses that stopped buying new technology during the worst of the recession have started replacing PCs, IDC says. That contributed to the rise in the quarter.
But Loverde said the industry should not expect to see a dramatic surge in demand for PCs in the coming months.
As PC processors become more powerful, it’s not as important for many businesses to furnish employees with the most up-to-date technology. So more companies are hanging on to older computers longer and replacing them as needed, Loverde said.
In all, makers shipped 81.5 million PCs in the quarter.