All PC makers sales drop dramatically, except Apple

HP dropped -12.7 percent, Dell dropped -9.5 percent, Acer -14.1 percent and Toshiba -19.5 percent in the U.S. market for the second quarter of 2012.

Apple was up 4.3 percent.

Note that the numbers include “desk-based PCs and mobile PCs, including mini-notebooks but not media tablets such as the iPad.” So they included everything that would make the PC companies look as good as possible. Imagine if they included the iPad in Apple’s numbers.

I think that says it all.

  • WTF are “media tablets such as the iPad”?

    • It’s a category that includes the Apple iPad and, also, some products which don’t sell.

      • Sigivald

        To be fair to them, the Fire seems to sell pretty well. And those Samsung things aren’t exactly PlayBooks…

        The iPad is still undisputed king, but there are at least some other players at a respectable level now.

        • From what I understand, The Fire sold pretty well during the holiday season (which is now over 6 months ago). They haven’t sold crap in the last 6 months. Google it. < 500,000 in over 6 months is the consensus. That ain’t shit…

          • randomness9090

            It makes sense that sales of the Fire would drop off a cliff. It was perfectly poised for the holiday market, cheap enough that people looking for a holiday gift could buy it without really thinking about its usefulness. More importantly, they bought without knowing much about it. Amazon had hundreds of thousands of pre-orders of these things before tech reviewers even had their hands on them to write a proper review.

            Post-holiday, these buyers evaporate. The people in the market for tablets are more careful about their purchases, and they now have actual information about the Fire’s mediocre performance vis-a-vis other tablets.

            I really like my e-ink Kindle, but the Fire makes no sense to me at all. It trades away all the advantages of the e-ink Kindle (super light weight, weeks worth of battery life, low eye-strain screen) in exchange for sub-par tablet features. The only thing it has going for it is price. With other companies offering similarly-priced tablets, and with Apple possibly entering into this market segment, the Fire will face serious challenges this year.

          • Arthur LeCuyer

            No, it’s worse then that. Fire sales didn’t drop off a cliff, they never really existed. It’s called STUFFING THE CHANNEL. they probably sold only half what they claimed in the holiday season. Now they’re stuck waiting for the inventory to dwindle down before they can sell any more to the retailers.

          • retailers? I didn’t realize they were available anywhere but Amazon.

          • bibulb

            They were available at Target until recently, and several locations are still clearancing them out.

          • randomness9090

            Well, Amazon doesn’t ever release their sales numbers, so it’s possible that the impression that the Fire sold well over the holidays is wrong, but since Amazon sells directly to the customer, there is no channel to stuff.

            Normally, channel stuffing means sending a bunch of devices off to retailers and counting them as “sales.”

        • I actually saw a Kindle Fire on the MetroLink in St. Louis last week. Otherwise, I have never seen one in public before.

          • Nokuchikushi

            I know someone who has a Fire, only because the person who bought it originally didn’t care for it and gave it to her for free. It’s a confusing piece of junk. The person who owns it can’t figure it out at all, and she’s no dummy.

    • JohnDoey

      Media tablet means “big iPod,” which covers all tablets except iPad, because it doesn’t run scaled-up iPod apps, it runs full-size PC apps.

  • No

    Last quarter Gartner said Apple shipped 1,640,814 (3.8% growth)

    For Americas Apple shipped 1,214,000 (0% unit growth, excludes retail) While overall Apple shipped 4,017,000 macs (7% unit increase)

  • “All PC makers…”?

    I don’t think your headline is accurate. Looks like Lenovo, Acer, and ASUS are all up worldwide.

    But this is a remarkable shift in what looked like a mature market two years ago.

    • Some guy

      Right in the first sentence, he said these numbers are “in the U.S. market”.

  • Mario Parise

    @Barry: The numbers you’re referring to are worldwide. The numbers Jim is referring to are USA-specific. (Lower on the page.)

    @Jim: There is still an “Other” category for PC makers in the USA that is up 12.3% (3 times higher than Apple). Not sure what to make of that but to Barry’s point it makes your headline inaccurate.

  • Alex Stansfield

    All? What about the “Others” that covers 25% of the market and increased their sales by 12.3%?

    • Accounted for by new entrants?

    • randomness9090

      Well, you must be right that companies like Lenovo, ASUS, and Samsung increased their US marketshare, but I think the larger point still holds: the overall PC market is down but Apple is up, even without counting the iPad.

      How the declining share of Windows PCs is allocated among the various OEMs is not that interesting.

  • How could Gartner’s and IDC’s numbers be so different? According to IDC, Apple’s US share dropped while Lenovo grew 6%?

    • Sigivald

      Share is not the same as sales, for one thing.

      Share can drop while sales increase if the market is growing – though I can’t imagine that’s the explanation this year.

      I do notice that No quoted a number that was “excluding retail”, which exclusion makes no sense on its face…

      • Boltar

        Why doesn’t it make sense? It’s not like any computer manufacturers have retail shops . . . . Oh. Never mind.

    • Lars Traeger

      Actually, even according to IDC Apple’s share climbed over a percentage point to 11.4%.

  • Peterm

    “Imagine if they included the iPad in Apple’s numbers.”

    They ignore you, they laugh at you, they fight you; then you win.

  • Tony

    Dropped -percent is a double negative, so they increased?

  • Commenter

    It’s nice to see that the Gartner writer thinks “risk adverse” is a thing. Oozes credibility.

  • Mike

    I’m sure HP wishes they’d had a minus 12.7 percent drop, which would be a 12.7 percent increase. You shouldn’t use no double negatives.

  • kongjie

    For all the whiners, just imagine each drop in parentheses. HP dropped (-12.7 percent).

  • Jay Martin

    That “media tablet” meme will soon disappear once Microsoft officially enters the market – because the other stupid meme (you can’t create content on a tablet) will finally be IMPOSSIBLE to say once Windows 8 is selling on tablets. That and the fact that MSFT will now officially be a direct PC hardware vendor.

    These guys have been in MSFT’s pocket for so long that all MSFT has to do is give them a call and BANG all of the sudden the “media tablet” category goes away. The explanation will sound plausible (and unrelated to MSFT) but we will know what really happened.

  • Delmania

    “They ignore you, they laugh at you, they fight you; then you win.”

    Maybe if Apple wasn’t included in the second table, you’re persecution argument would make sense. This speaks more to the misconceptions of tablets in general then some crazy scheme. And yes, I know statistically speaking, all tablets are iPads.

  • “Here’th to the crathy oneths”

  • If something has dropped by -19% isn’t that a net increase ?

  • TheRealCBONE

    “So they included everything that would make the PC companies look as good as possible. Imagine if they included the iPad in Apple’s numbers.

    I think that says it all.”

    What does it say? Why would tablets or phones be included as they are not PCs? Servers aren’t included either, which would make the numbers look different. The iPad isn’t a PC. It is a capable media tablet. You could eat with a shoe, but that doesn’t make it a fork. No conspiracy here. The line has to be drawn somewhere otherwise you could be attempting to count MP3 players, phones, GPS, DVD/Blu-Ray players, and video game systems.

  • Andre Richards

    I love how they refuse to acknowledge the iPad as a competitor to the PC. Keep ignoring it, guys, maybe it’ll just go away. Meanwhile, my iPad has taken over about 90% of my laptop and desktop needs.

    • TheRealCBONE

      It wasn’t about the numbers of PCs and their competitors. Just PCs. In the article they acknowledge that media tablets and smartphones are cutting into PC sales without diving into those numbers. Also the fact that laptops and computers have been fast enough for everything that people want to do for years has played a role.

  • Alfiejr

    overall, the flat growth in conventional computer shipments globally over the last year can be attributed reasonably to the current global economic slowdown. i wouldn’t read more into it than that, yet.

    but the almost 6% drop in US market shipments has to go beyond that explanation. something else is going on. and if the data were further broken out between business and consumer markets, i’d bet most of the drop would be on the consumer side – the tablet buyers mainly.

    the only question is how much tablet sales will replace conventional computer sales in the consumer market. i’d bet they’ll take about 50% within two years.

    well, ok, there is a second question: how fast this shift in the consumer market will spread around the world.

  • Some of the Windows PC maker drop has to be from the normal “wait for the next version” deferred purchases. But some of it must be due to the absolute crap build quality and reliability of all of them, HP, Dell, Acer and its subbrands like Gateway, and their ilk. Their mid-2000’s forward stuff is utter junk quality compared to back in their heydays. While Apple still builds quality hardware.

    Yes, it’s all built in China, by some of the same companies. Apple specifies better components, tighter tolerances, better quality.