dana maryla

The Decline of the PC: Computers No Longer a Growth Industry

An Addedum to my comment above:

YOu can see from your world wide figures the same trend as in USA. ONLY Dell has gone down year over year...which with it's large share of market has skewed results towards neutral or slowgrowth. On the contrary, worldwide you can see HP, Toshiba, and even Acer with double digit growth in the 20% and above range. Similarly in the USA figures I cites in my comment above, ONLY DELL has declined, with Apple, Toshiba and HP all gaining handsomely year over the year.

The question is NOT the PC industry, but a closer look at what Dell [alone among manufacturers in decline[ is doing wrong and what the others,perhaps indicated by Apple and HP, are doing right. This 'trend' of which you speak, according to your own numbers at any rate, is not a "PC thng" but a "DELL thing".

The Decline of the PC: Computers No Longer a Growth Industry

f you look at what happened in the US between the 3rd and 4th quarters in computer sales, you do see that the Major Trend was for Dell to lose "units shipped"..and other vendors to gain by taking their share.


These comments are based onGartner data for US sales quareter by quarter, 3rd vs 4th posted on one of the blogs last week [I'm sure you know which]--perhaps MacDailyNews....




More precisely [in thousands] Dell lost 1,042. Where did this go?

Well, of the 1042 units HP picked up 566 units.

Gateway gained none, itself losing 7 units.

Toshiba picked up 101 units.

While little Apple picked up 194 of the units shipped.

The difference [1042 & 7 = 1049 LOST minus 566 minus 101 minus 194 =871 GAINED == approx 170....indicates the cumulative industry loss in PC sales quarter over quarter.

So, HP, with it's already large units sales, picked up a bit more than 50% of the Dell loss, while little Apple picked up about 20% of this Dell drop in sales. With Toshibaapparently doing well, and picking up 10% of the Dell drop.

How is this a pessimistic picture? What if Apple were to continually take 20% of the drop in Dell [or other vendors shipments] each quarter?
Both Apple and HP are gobbling up Dell's drop off, but HP is gobbling up more [50%] while Apple is picking up 20%. However note that Apple's quarterly pickup is 40% of the much larger HP's pickup at Dell's expense. This is pretty stunning, I think!!!!!