I wrote about Dell losing its #2 role in the PC market but now iSuppli reports that Dell (NASDAQ: DELL) has regained its customary rank in the global PC market behind HP. After nine-months in third place, the Texas-based OEM retook the number 2 position from Taiwan based Acer (LSE: ACID) in the second quarter of 2010. The change is primarily due to decreased Acer sales and not improved sales for Dell.
In the second quarter shipped Dell shipped 10.5 million units worldwide, down a negligible 1.2 percent from 10.7 million units in the first quarter. This gave Dell a 12.8 percent share of global shipments, down from 13.1 percent in the first quarter according to iSuppli.
However iSuppli says Acer experienced a 6.2 percent shipment decline in the second quarter, with its shipments falling to 10.2 million units, down from 10.9 million in the first quarter. As a result, Acer’s share declined to 12.4 percent, down from 13.3 percent in the first quarter. Acer’s decline was notable given the global PC market’s 1.1 sequential rise in the second quarter, with shipments amounting to 82.5 million units, up from 81.6 million in the first quarter.
“With its product line heavily focused on mobile PCs, Acer’s sequential decline in notebook shipments impacted its position at the total PC level more than its competitors, which were able to draw on the upswing in desktop shipments to bolster their total shipments,” said Matthew Wilkins, principal analyst, compute platforms research for iSuppli.
Dell’s share of the global PC market had been steadily declining since the second quarter of 2008, when the company accounted for 16 percent of worldwide shipments and held a 6.5 percentage point lead over Acer. However by the third quarter of 2009, Dell’s share had dwindled to 12.9 percent, allowing Acer to slip past and take the world’s No. 2 position.
“The second-quarter results show the market-share battle between Dell and Acer is not over and that it will continue to rage,” Wilkins said.
The second quarter marked HP’s 16th consecutive quarter as the No. 1 worldwide PC brand, with a market share of 18.1 percent.
Top 5 PC OEM Ranking Q2 2010
| Q2 2010 Rank | OEM | Q2 2010 Shipments | Q2 2010 Share | Q1 2010 Shipments | Q1 2010 Share |
|---|---|---|---|---|---|
| 1 | Hewlett-Packard | 14,995 | 18.1% | 15,965 | 19.6% |
| 2 | Dell | 10,541 | 12.8% | 10,668 | 13.1% |
| 3 | Acer | 10,191 | 12.4% | 10,870 | 13.2% |
| 4 | Lenovo | 8,327 | 10.1% | 7,020 | 8.6% |
| 5 | Toshiba | 4,456 | 5.4% | 4,575 | 5.6% |
| Others | 34,020 | 41.2% | 32,499 | 39.8% | |
| TOTAL | 82,490 | 100% | 81,596 | 100% |
