Gartner: Q1 global PC shipments 71.7M units, -5.2% y/y
- Gartner Analyst: "The PC industry received a boost in 2014- as many companies replaced their PCs due to the end of Windows XP support, but that replacement cycle faded in the first quarter of 2015... However, this decline is not necessarily a sign of sluggish overall PC sales long term. Mobile PCs, including notebooks, hybrid and Windows tablets, grew compared with a year ago. The first quarter results support our projection of a moderate decline of PC shipments in 2015, which will lead to a slow, consistent growth stage for the next five years... Desk-based PC shipments declined rapidly, with business desk-based PCs being impacted the most. Mobile PCs are being driven by a separate underlying replacement cycle, which led mobile growth in the first quarter. PC replacements will be driven by thin and light notebooks with tablet functionality. Our early study suggests strong growth of hybrid notebooks, especially in mature markets, in 1Q15."
- Lenovo and HP were the only two vendors among the top five worldwide that experienced an increase in PC shipments in the first quarter of 2015. Lenovo experienced its strongest growth in EMEA and the U.S. It has become one of the top providers of hybrid notebooks, especially its Yoga line in mature markets. HP performed moderately well in the first quarter, and it kept its top position in the U.S. and EMEA. HP increased share in the U.S., but in EMEA the share delta from Lenovo, the second-largest vendor in the region, narrowed compared with 4Q14.