Tablets likely overtake PC Shipments as they show further decline

Both IDC  and Gartner released their Q4 PC shipment estimates towards the end of last week and they were pretty similar:

  • Gartner 82.6 million
  • IDC 82.2 million

Positions 1-5 by vendor were identical:

  1. Lenovo
  2. HP
  3. Dell
  4. Acer
  5. Asus

An interesting comment from Gartner indicating that they think the decline may have now bottomed out. We’re not sure about that.An ongoing small decline is our current guess

Gartner say:

“Although PC shipments continued to decline in the worldwide market in the fourth quarter, we increasingly believe markets, such as the U.S., have bottomed out as the adjustment to the installed base slows,” said Mikako Kitagawa, principal analyst at Gartner. “Strong growth in tablets continued to negatively impact PC growth in emerging markets. In emerging markets, the first connected device for consumers is most likely a smartphone, and their first computing device is a tablet. As a result, the adoption of PCs in emerging markets will be slower as consumers skip PCs for tablets.”

On the tablet front, as we await Q4 figures, we still think that including white box shipments they will exceed PC’s for the first time this quarter whilst on an annual basis they will likely overtake them towards the end of the calendar year. We shall see!

Our graph uses IDC figures available publicly with revisions where published..

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