Dell overtakes HP as leading PC vendor
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Manufacturing News, Source : TheManufacturer.com
Published : 18 Apr 2003 9:35
Dell has once again overtaken Hewlett-Packard as the leading vendor in the midst of a slow worldwide PC market.
The two companies have traded places over the past year following the merger of HP and Compaq, but Dell was able to regain the lead in total worldwide shipments in the first quarter of 2003, according to IDC’s Worldwide Quarterly PC Tracker. In an aggressive pricing environment, Dell's direct business model and steady growth boosted its shipments above HP’s. Reflecting the accelerating pace of portable computing adoption, Toshiba moved into the number 5 position both in the United States and worldwide.
Worldwide PC shipments of 34.6 million were up 2.1% year-on-year, in line with forecast growth of 2.0%. In the U.S., aggressive pricing and mobile adoption helped shipments grow by 1.5% year-on-year, almost 2% ahead of forecast. Sequentially, shipments were down 9.8% worldwide and 7.0% in the United States, following a typical seasonal pattern related to the shift from consumer to commercial focus during the first quarter of the year.
"While results were close to forecast, consumer spending was relatively weak, and we have yet to see a significant rise in commercial activity," said Loren Loverde, director of IDC's Worldwide Quarterly PC Tracker. "A slow economy and talk of war reduced demand in the first quarter, but many expected to get back to business soon. Now, people are starting to realize that military victory in Iraq still leaves questions about global security and economic recovery, and it may be a while before growth picks up."
"The debut of Toshiba in the top 5 heralds the era of mobile computing," said Roger Kay, director of Client Computing at IDC. "The rise of a company that focuses nearly exclusively on notebooks gives a clear and early reading of just how strong the shift from desktops to notebooks was this quarter — and will be from here on out. Although Toshiba benefited most visibly from this trend, other vendors signaled similar shifts in product mix."
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