IHS iSuppli: iPad helped Dell’s market share last quarter

Here’s some interesting analysis from the folks at IHS iSuppli. After compiling PC shipment numbers for the fourth quarter of last year, they’ve observed that Apple’s iPad has helped Dell solidify its position as the world’s second-biggest PC vendor. No, really.

Here’s how the research firm sees it: Acer has been nipping at Dell’s heels, but it owes much of its success to sales of “consumer-focused netbook and notebook computers.” The iPad and its kin happen to be eating into that market, allegedly resulting in more lost sales for Acer than for Dell.

The IHS iSuppli numbers show Acer’s fourth-quarter shipments were 12.9% lower than the third quarter’s and almost 20% below those of the same quarter a year before. Dell, meanwhile, saw flat sequential growth and 4.3% year-over-year growth. All other vendors, including top dog HP, enjoyed some amount of growth, both sequentially and year-over-year.

In terms of market share, IHS iSuppli says HP was sitting pretty with a 19% slice of fourth-quarter shipments, while Dell came in second with 12%, and Acer and Lenovo each had 10.2%. Clearly, Acer has its work cut out if it wants to start outselling HP by 2013—the bold aspiration shared by Acer Chairman J.T. Wang last year.

Comments closed
    • KoolAidMan
    • 12 years ago

    Not surprising. Tablets are eating into netbook sales, something that Acer leans heavily on compared to Dell, while at the same time there isn’t much crossover between tablets and real notebooks.

    • thermistor
    • 12 years ago

    Acer’s products play more in retail than does Dell. Dell has a solid server base AND a lot of Dell-for-business stuff. If Acer is going to be #2, they will have to build it on the backs of a finicky and trendy retail public. So, if there are other trends that Acer’s me-too-but-cheaper product line can’t absorb (like the the funky HP smartphone-laptop thingy), good luck on #2.

    • dpaus
    • 12 years ago

    Or, to put it another way, people see the iPad as an alternative to a netbook. Hardly shocking; both are minimum-power tools for web browsing, e-mailing and casual apps (like, fart generators, for instance). The obvious follow-on question is whether netbooks – especially Brazos-based netbooks – can be successfully re-positioned as a much more powerful alternative to a tablet for aboutthe same price.

    • grantmeaname
    • 12 years ago

    4.3% year over year is more revenue than before.

    • blastdoor
    • 12 years ago

    An odd kind of “help” — Dell gets no more revenue or profit than before, but because the pie is shrinking, their piece looks relatively better. With friends like that…

    • Ryhadar
    • 12 years ago

    Apple helping Dell win marketshare? It’s official…

    Apple [i<]is[/i<] the most evil tech company.

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