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Global PC shipments, Windows 8 hardware and all, fell 6.4% Y/Y to 89.8M in Q4, according to IDC....

Global PC shipments, Windows 8 hardware and all, fell 6.4% Y/Y to 89.8M in Q4, according to IDC. That's slightly better than Q3's 8.6% drop, but worse than a forecast for a 4.4% decline. The decline might have been larger if inventory replenishment didn't lead U.S. shipments to fall a relatively modest 4.5%. IDC still considers H-P (HPQ -2.1%) the world's top vendor, and estimates its share rose 90 bps Y/Y to 16.8%. But #3 Dell's (DELL -1.6%) share fell 190 bps to 10.6%. Apple's U.S. share rose 50 bps to 11.4%. AMD -1.9%. STX -1.3%.
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Comments (11)
  • Transcripts&10-K's
    , contributor
    Comments (767) | Send Message
    3% decline in global PC shipments for the year, still above 350M units; the death of the PC is going to take quite a while at that rate...
    11 Jan 2013, 12:09 PM Reply Like
  • danzada
    , contributor
    Comments (136) | Send Message
    PCs are still the best solution for many, many tasks. Tablets are good for certain types of content creation, but are mostly for consumption IMO.
    11 Jan 2013, 03:44 PM Reply Like
  • chopchop0
    , contributor
    Comments (3549) | Send Message
    exactly. when I want to do real work, I go to my ultrabook
    11 Jan 2013, 04:07 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (5619) | Send Message
    So (HPQ) and (AAPL) are buys.
    11 Jan 2013, 12:32 PM Reply Like
  • schatzl
    , contributor
    Comments (391) | Send Message
    Surely there is some zero-sum game going on. That surge in smart phone & tablet usage does make the pc obsolete for many potential users and at least the western developed world is reaching a saturation point too. Stagnant/falling real wages for those markets probably means less of a chance people shorten their product cycles or purchase redundant products. PC market should stabilise as it fulfils roles the other products cannot and their best hope remains the developing world.
    12 Jan 2013, 05:51 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (5619) | Send Message
    One thing, yes, we are reaching saturation in PCs. But unless everybody uses a Mac or desktop PC, laptop PCs only last about 3 years before you need to replace it.
    12 Jan 2013, 11:51 PM Reply Like
  • Micah
    , contributor
    Comments (478) | Send Message
    Funny how $INTC wasn't mentioned? Maybe because it mysteriously bucked the trend and was up .92% on Friday?


    $INTC having a good start to the year, up 6.69%.
    12 Jan 2013, 09:26 AM Reply Like
  • Phil99
    , contributor
    Comments (11) | Send Message
    Aside from the surge of tablets, part of the problem is the difficulty of avoiding Microsoft's new blunder- windows 8. Needing a new desktop I tried several chain and web dealers with no luck- win 8 only :-(. I finally found a local shop that sold me a quad-core desktop with the less problematic windows 7. I know of 2 major corporations that have said no thanks to the win 8 debacle. Sorry Dell, HP, etc IMO Microsoft is adding to the slowdown in your PC sales...
    12 Jan 2013, 02:33 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (5619) | Send Message
    Hm, not good. My laptop is nearing the end of its life. But I think you can manually install Windows 7 or XP. I have excel 2003 on my computer. Don't like 2007.
    12 Jan 2013, 11:57 PM Reply Like
  • tawse57
    , contributor
    Comments (762) | Send Message
    The days of people paying a £1,000 Sterling for a laptop are gone but none of the OEMs realise this yet - they were expexting us all to go out and buy Win 8 laptops but sales appear to be a disaster.


    People will pay £600 Sterling tops for a new laptop but for that they will want it touchscreen and state of the art. If that price bracket does not come people will buy phablets and tablets and smartphones instead.
    13 Jan 2013, 05:23 AM Reply Like
  • chopchop0
    , contributor
    Comments (3549) | Send Message
    Good thought


    Especially considering how good the processors and specs for those phones are these days. People can also buy laptop shells and turn their smartphone into a laptop
    13 Jan 2013, 09:25 AM Reply Like
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