LONDON Worldwide PC shipments totaled 84.3 million units in the first quarter of 2010, a 27.4 percent increase from the first quarter of 2009, according to preliminary results from Gartner Inc. Gartner had been expecting first quarter PC shipments to grow 22 percent.
"The stronger-than-expected growth was led by a robust recovery in the Europe, Middle East and Africa PC market, which grew 24.8 percent in the first quarter of 2010," said Mikako Kitagawa, principal analyst at Gartner, in a statement. "All other regions recorded double-digit growth rates, although the U.S. and Latin America were slightly lower than what we had expected."
"These first quarter results indicate that the professional PC market is gradually picking up, driven by PC replacements in mature markets," Ms. Kitagawa said. "With a relatively positive macroeconomic outlook, business demand was more forthcoming. Major PC replacement demand driven by Windows 7 will become more apparent in the second half of 2010 and the beginning of 2011."
Hewlett Packard Co. continued to be the leader in worldwide PC shipments, but its growth was below the worldwide average in the first quarter of 2010 (see table 1). HP faced continued pressure from its Asian rivals that are gaining share. However, HP's strength could be apparent as the professional market rebounds.
Acer had strong shipment growth across all regions. Acer's business model allows it to meet price points that other vendors find difficult to match. Dell achieved year-over-year growth above 20 percent for the first time in two years. Dell's growth was attributed to strong international sales.
Lenovo's PC shipments increased 59.2 percent in the first quarter of 2010.
Lenovo's expansion into the consumer segment has brought positive results, although its high dependence on China's market remained unchanged. ASUS joined the worldwide top 5 ranking for the first time, sharing the position with Toshiba. ASUS PC shipments increased 114.8 percent in the first quarter. The company quickly increased market share with its mini-notebook launch in 2008, but it has also successfully expanded into the traditional mobile PC market.
In the U.S., PC shipments totaled 17.4 million units in the first quarter of 2010, a 20.2 percent increase from the first quarter of 2009. In the first quarter of 2010, PC shipments in EMEA totaled 27.1 million units, a 24.8 percent increase from the first quarter of 2009. The first quarter volume was the biggest on record. The EMEA market was boosted by exceptional mobile consumer market demand, which continues to grow unabated. The professional market pipeline is positive with large tenders for major hardware refreshes coinciding with Windows 7 deployments.
In Asia/Pacific, PC shipments reached 26.5 million units, a 36.9 percent increase from the first quarter of 2009. PC shipments in China grew 45.4 percent; this growth was led by consumer PC demand due to the Chinese New Year holidays, when promotions and students' winter holidays stimulated purchases, especially of mobile PCs.
The PC market in Latin America grew 35.4 percent, with shipments reaching 7.2 million units in the first quarter of 2010. In Japan, PC shipments totaled 4.3 million units in the first quarter of 2010, a 14.7 percent increase from the same period last year.