Tag Archive for Lenovo

| January 30, 2024
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PC Sales Post First Quarterly Gain In Two Years

PC Sales Post First Quarterly Gain In Two YearsPC sales increased for the first time in two years. Gartner is reporting that global PC shipments for the fourth quarter of 2023 totaled 63.3 million units in. This is a 0.3% increase from the fourth quarter of 2022. However, 2023 was the worst year in PC history. PC shipments declined 14.8% in 2023. Gartner notes this is the second year with a double-digit decline. Worldwide PC shipments totaled 241.8 million units in 2023, down from 284 million in 2022.

Company2023 Shipments2023 Market Share (%)2022 Shipments2022 Market Share (%)2023-2022 Growth (%)
Lenovo59,725.024.7%69,047.024.3%-13.5%
HP Inc.52,896.021.9%55,366.019.5%-4.5%
Dell40,238.016.6%50,008.017.6%-19.5%
Apple21,877.09.0%26,825.09.4%-18.4%
Asus17,061.07.1%20,651.07.3%-17.4%
Acer15,887.06.6%18,708.06.6%-15.1%
Others34,206.014.1%43,448.015.3%-21.3%
Total241,891.00284,052.00-14.8%
Source: Gartner (January 2024)

PC shipments for all of 202 3fell 14.8% decrease from 2022.Globally, PC shipments for all of 2023 totaled 241.8 million units, a 14.8% decrease from 2022. This marks the first time that shipment volume has dipped below 250 million since 2006, when 230 million units were shipped according to Gartner.

All the vendors shipped fewer units in 2023. According to the Gartner data date, Dell (DELL) (-19.5%) and Apple (AAPL) (-18.4%) saw the largest decreases. Mikako Kitagawa, Director Analyst at Gartner said, “…  all top six vendors maintained their position without notable share gains or losses … Gartner projects that the PC market will return to annual growth in 2024.”

U.S. PC sales

U.S. PC market increased 1.8%The U.S. PC market recorded its first year-over-year growth since the second quarter of 2021. U.S. PC sales increased 1.8% in the fourth quarter of 2023. HP (HPQ) maintained the top spot in the U.S. PC market share of 27.7%. Dell came in second with 22.6% of U.S. PC market share, despite a 5% decrease for last year. ASUS (2357) lost a spectacular 23.2% of their U.S. Market Share in 23Q4. Kitagawa commented, “The solid U.S. economy helped small and midsize business spending as the segment grew steadily. Large companies were still cautious about spending, postponing PC refreshes to 2024.”

U.S. PC Vendor Unit Shipment Estimates for 4Q23 (Thousands of Units)
Company4Q23 Shipments4Q23 Market Share (%)4Q23-4Q22 Growth (%)
HP Inc.4,66527.70%1.80%
Dell3,80522.60%-5.0%
Apple2,71616.10%14.50%
Lenovo2,65015.70%10.60%
Acer8264.90%13.20%
ASUS7334.40%-23.10%
Others1,4358.50%-12.00%
Total16,8311001.80%
Source: Gartner (January 2024)

Global PC Sales

Globally, year-over-year PC shipments were mixed.Globally, year-over-year PC shipments were mixed. The winner was Acer (TPE:2353) with an increase of 11.1% for the year. Apple, (7.2%) best, followed by HP (5.6%) and Lenovo (LNVGY) (3.2%)  were the winners for 2023.

ASUS was the big loser in 2023, with a -9.4% decrease year-over-year in PC shipments. Dell dropped -8.3% over 2023.

Worldwide PC Vendor Unit Shipment Estimates for 4Q23 (Thousands of Units)
Company4Q23 Shipments4Q23 Market Share (%)4Q23-4Q22 (%) Growth
Lenovo16,21325.60%3.2%
HP Inc.13,95422.00%5.6%
Dell9,98315.80%-8.3%
Apple6,34910.00%7.2%
ASUS4,4057.00%-9.4%
Acer3,9876.30%11.1%
Others8,47913.40%15.3%
Total63,371
Source: Gartner (January 2024)


Gartner notes that Lenovo marked its first year-over-year growth in worldwide PC shipments since the third quarter of 2021. HP Inc. had its second consecutive quarter of year-over-year growth and sequential growth in worldwide PC shipments. Meanwhile, Dell registered its seventh consecutive quarter of year-over-year shipment decline.

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PC sales should pick up as many firms upgrade to Windows 11 ahead of the looming Windows 10 EOL. The scheduled end of support date for Window 10 is October 2025

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.

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| January 23, 2020
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PC Market Show Signs of Life

PC Market Show Signs of LifeAfter 7 years of consistent declines – PC sales finally stopped their slide. Market researchers Gartner and IDC reported that PC sales grew during the fourth quarter of 2019, boosting all of 2019 into the positive. For the entire year, global PC shipments were up 2.7%, according to the IDC. That makes 2019 the “first full year of PC growth” since 2011.

Sick computerPCWorld reports that 2019 new PC numbers from Gartner and IDC and are remarkably similar. Gartner reported that PC sales grew 2.3% in 2019 Q4 to 70.6 million units and 261 million units for the year. Rival analyst firm IDC largely agreed, estimating that PC unit sales grew 4.8%, to 71.8 million units. IDC said that worldwide PC sales grew 2.7% for 2019 as a whole.

Among the results:

  • The top three global PC vendors—Lenovo, HP, and Dell—all consolidated their market share, reaching 65% of the PC market.
  • Lenovo logoIDC and Gartner concur that Lenovo (LNVGY) is the world’s top PC vendor for 2019. IDC reports Lenovo had a 24.8% global market share and Gartner said it had a  24.1%.
  • Globally HP (HPQ) ranked #2 with 23.9% by IDC and 22.2% by Gartner.
  • Dell was ranked #3 worldwide with 17.4% by IDC and 16.8% by Gartner. Dell’s unit sales climbing by nearly 11%, according to IDC’s estimates.

In the U.S. market the ‘Q4-19 rankings differed:

  • HP logoHP is #1 with a 31.2% market share and a modest 4.4% bump in U.S PC sales for the quarter.
  • Dell ranked #2 with a 26.8% market share and a gain of 15.9% for the period.
  • Lenovo came in #3 with a 14.9% share and 11.2% increase in share.

The tech prognosticators attributed the surge in sales to firms swapping their hardware to Windows ahead of MSFT”s Windows 7 end of support, giving new PC sales a one-time shot in the arm. Ryan Reith, program vice president with IDC’s Worldwide Mobile Device Trackers, said in a statement.

The market will still have its challenges ahead, but this year was a clear sign that PC demand is still there despite the continued insurgence of emerging form factors and the demand for mobile computing.

Ranjit Atwal, a research senior director at Gartner, in a statement to PCWorld, cast doubt on future growth. He says,

The PC market’s future is unpredictable because there will not be a Windows 11. Instead, Windows 10 will be upgraded systematically through regular updates …As a result, peaks in PC hardware upgrade cycles driven by an entire Windows OS upgrade will end.

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Don’t do your happy dance just yet.

Gartner and IDC both predict global sales to steadily decline again over 2020 as MSFT’s drives to a subscription-based model. Other threats to the PC market include:

China – The Chinese government has ordered all PC hardware and operating systems imported from foreign countries to be replaced in the next three years.

HP- Xerox – I have covered Xerox’s maneuvers to take over HP. The possible disruption to HP by a Xerox hostile takeover could rattle the entire sector. Especially if Acer or Asus cannot scale up fast enough.

History – Data from Statista says that annual PC sales have dropped nearly 1/3 from their peak in 2011.

Year# of PC's Change YoY
2011364.0-
2012349.3-14.7
2013315.1-34.2
2014308.3-6.8
2015275.8-32.5
2016260.2-15.6
2017259.6-0.6
2018258.5-1.1
2019261.02.5
2020 *254.3-6.7
Data from Statista YoY = Year over Year in millions of units

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.

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| June 9, 2018
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PC’s Meh

PC's MehWe are almost midway through 2018 Q2 and the 2018 Q1 PC sales numbers were meh. The good news is that IDC called the PC market flat. That’s good news because they had predicted a 1.5% decrease for the quarter. IDC reports worldwide 60.4 million PC’s sold in the January-to-March period driven mostly by businesses moving to Windows 10. 

PC market experienced a 14th consecutive quarter of declineGartner (IT) is less meh and more blah. Gartner saw slightly more PC’s shipped in 2018 Q1 at 61.7 million units for a 1.4% decline. The PC market experienced a 14th consecutive quarter of decline, dating back to the second quarter of 2012.

Gartner Principal Analyst Ms. Mikako Kitagawa affixed the blame primarily to the Chinese market. “The major contributor to the decline came from China, where unit shipments declined 5.7 percent year over year.” Ms.Kitagawa continued, “This was driven by China’s business market, where some state-owned and large enterprises postponed new purchases or upgrades, awaiting new policies and officials’ reassignments after the session of the National People’s Congress in early March.”

Dell logoThe top three Gartner vendors — Dell, HP, and Lenovo — accounted for 56.9% of global PC shipments in Q1 of 2018. Up slightly compared with 54.5% of shipments in Q1 of 2017. Dell experienced the strongest growth rate among the top six vendors worldwide, as its shipments increased 6.5%.

HP‘s (HPQ) worldwide PC shipments increased 2.8% in the first quarter of 2018 versus the same period last year. In EMEA, HP Inc. recorded double-digit growth in both desktop and mobile PCs. Gartner says HP Inc. was adversely affected by declining demand in the U.S., which generally accounts for one-third of its total shipments.  

Lenovo’s (LNVGY) global PC shipments remained flat in the first quarter of 2018. Lenovo achieved 6 percent growth in EMEA and double-digit shipment growth in Latin America. However, in Asia/Pacific (its largest market), PC shipments declined 4 percent.

After record holiday sales for consumer and gaming products in the fourth quarter of 2017, Dell continued to do well in the first quarter of 2018. With double-digit shipment increases in EMEA, North America, and Latin America, Dell grew in all regions except Asia/Pacific. Desktop and mobile PCs grew in equal measures, showing Dell’s strength in the business segment according to Gartner.

HP logoIn the U.S., PC shipments totaled 11.8 million units in the first quarter of 2018, a 2.9% decrease from the first quarter of 2017 according to Gartner. Dell moved into the No. 1 position in the U.S. based on shipments, as its market share increased to 29.1%. HP Inc. moved into second place as its shipments declined 4.8%, and its market share totaled 28.4%in the first quarter of 2018.

2018 Q1 - Gartner Global PC Shipments

Company2018 Q1 Shipments2018 Q1 Market Share (%)
Dell3,44029.1
HP Inc.3,36328.4
Lenovo1,63213.8
Apple1,49112.6
Acer Group3212.7
Others1,58613.4
Total11,833100.0
Notes: Data includes desk-based PCs, notebook PCs and ultramobile premiums (such as Microsoft Surface), but not Chromebooks or iPads. All data is estimated based on a preliminary study. Final estimates will be subject to change. The statistics are based on shipments selling into channels. Numbers may not add up to totals shown due to rounding.. Thousands of Units.Source: Gartner (April 2018)

PC shipments in EMEA totaled 18.6 million units in the first quarter of 2018, a 1.7% increase. driven by Enterprise shipments increased as many Windows 10 projects and the fast approach of the compliance deadline for the General Data Protection Regulation (GDPR) in Europe.

PC shipments in Asia/Pacific totaled 21.9 million units in the first quarter of 2018, a 3.9% decline from the first quarter of 2017. As previously mentioned, the PC market in China drove the decline in Asia/Pacific.

IDC says the U.S. market saw a promising opening quarter for the year with almost all major vendors reporting increases in notebook sales. Overall, total PC shipments for 2018 Q1 stood at 13.5 million units.

IDC reports that HP Inc. maintained a comfortable lead over all others in the market with its eighth consecutive quarter of overall growth (up 4.3% year on year) and growth in all regions except Latin America.

Lenovo saw a flat quarter in 2018 Q1, the third consecutive quarter in which the company saw year-on-year volume stabilize with flat global growth and a slower pace of decline in the U.S. Dell Inc. posted the strongest year-on-year growth out of all the major companies, growing 6.4% and buoyed by strong performances in nearly every region.

Acer (TPE:2353) held onto fourth place. Its ongoing expansion into gaming and continued investments in Chromebooks have paid dividends for the company but also caused some tough going in other areas. Apple (AAPL) finished the quarter in fifth place with a year-on-year decline in shipments of 4.8%.

2018 Q1 - IDC Global PC Shipments

Company2018 Q1 Shipments2018 Q1 Market Share (%)
HP Inc.13,67622.6
Lenovo12,30520.4
Dell Inc.10,19016.9
Acer Group4,0856.8
Apple4,0006.6
Others16,12826.7
Total60,383100.0
Preliminary results. Shipments are in thousands of units. Source: IDC Quarterly Personal Computing Device Tracker, April 11, 2018

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PC’s used to be a leading indicator of the health of the tech sector. That is not the case anymore. Economic stress has lengthened the life span of PCs from 3 years to nearly 5 years in many firms and even longer in the home market. Increased smartphones capability and cloud-based applications and storage have taken another bite out of the PC market.

But looking into the tea leaves, many think PCs are on the rebound. Driving the PC market is a demand for premium notebooks in the mainstream and commercial markets. Gaming systems are also part of the equation. IDC expects overall smartphone shipments to decline by 0.2% in 2018 after falling 0.3% last year, the thought is that those dollars would be used to upgrade their PCs.

Mmmm – we’ll see. I say not likely. Can you say “new normal?”

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.

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| May 6, 2014
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Security From the Heart

Security From the HeartWe have all heard the horror stories of password management. Users choose the same weak passwords, trade them for chocolate bars. They keep track of them on post-it notes. Firms are negligent in managing weak passwords. Help Net Security wrote about the latest innovation in passwords from Canadian security start-up Bionym.

Bionym logoBionym created Nymi, a bracelet/wristband containing an ECG (electrocardiogram) sensor that “reads” the unique heartbeat pattern of the wearer. The bracelet will use the ECG to authenticate into electronic devices; cars, computers, smartphones, TVs, etc.

“It was actually observed over 40 years ago that ECGs had unique characteristics,” Bionym CEO Karl Martin pointed out to Tech Hive. “What we do is ultimately look for the unique features in the shape of the wave that will also be permanent over time. The big breakthrough was a set of signal-processing and machine-learning algorithms that find those features reliably and to turn them into a biometric template.”

“When you clasp the Nymi around your wrist it powers on. By placing a finger on the topside sensor while your wrist is in contact with the bottom sensor, you complete an electrical circuit. After you feel a vibration and see the LEDs illuminate, your Nymi knows you are you and your devices will too. You will stay authenticated until your Nymi is taken off,” it’s explained on the firm’s website.

3-factor security

Nymi knows you are youThe Nymi functions on a 3-factor security system. To take control of your identity you must have your Nymi, your unique heartbeat, and an Authorized Authentication Device (AAD). The AAD could be a smartphone or device registered with their app.

No details about the bracelet’s security have been share on the site. Ars Technica’s Dan Goodin has pumped Martin for information and, so far, the news is good. Elliptic curve cryptography is used to ensure data traveling between the bracelet and the device is not monitored or intercepted by attackers. ECC also encrypts the handshake performed between the bracelet and the devices being unlocked.

perform remote, gesture-specific commands“The Nymi also has motion sensing and proximity detection that allows users to perform remote, gesture-specific commands, creating a dynamic and interactive environment,” it is explained. “A simple twist of the wrist can unlock your car door.”

When it arrives, Nymi will offer three-factor authentication. The wristband itself, your unique cardiac rhythm, and a mobile device, like a smartphone or tablet. The Nymi hardware acts as a secure token that ties into the biometric. The wristband will need to check in with your smartphone or tablet at the beginning of the day.

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The thing that excites me most about Nymi is its potential to get rid of passwords. I think the password has a limited shelf-life. Once wearable computing takes off, payment processing will be integrated with biometrics on the wearable devices, there will be no need for passwords.

Nymi will be compatible with the FIDO AllianceBionym’s Martin stated,   “[Killing the password] is one of our goals,” noting that the Nymi will be compatible with the FIDO Alliance.

FIDO, which stands for Fast IDentity Online, was created by PayPal and Lenovo (LNVGY) and now counts Google (GOOG) and Microsoft (MSFT) among its members. The alliance has set out to create the next-generation standard for identity verification. 

 

Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.

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| February 2, 2013
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Acer Halts eMachines

Acer Halts eMachinesTaiwanese PC maker Acer confirmed to ChinaTechNews.com that the company has terminated the operations of its eMachines brand, which was gained during the company’s 2007 $710 million acquisition of Gateway. Gateway acquired eMachines in 2004 for $30 million, and Packard Bell in 2007.

emachne logoThe termination of the operation of the eMachines brand is in line with the streamlining policy announced at the end of 2011 by J.T. Wang, chairman of Acer (ACEIY) The company will continue to carry out brand integration and the entire process is expected to be completed in three years. Reportedly, Acer will continue to invest in post-PC Gateway and Packard Bell products to sell “a variety of devices that would have been thought of as beyond the PC in the past,” Lisa Emard, an Acer spokeswoman, said in an email to PCWorld.

Acer was the fourth-largest PC vendor behind HP (HPQ), Lenovo (LNVGY) and Dell (DELL). They have shipped around 7 million units, in FY 2012, a drop of 28.2% compared year over year reports PCWorld.

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eMachines, the ultimate throw-away machine, has fallen victim to the iPad. I had an eMachines for a while at the turn of the century, and yes it survived Y2K. Do you think it matters that Acer stopped selling eMachines?

 

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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.

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