Lenovo PC shipments in the first quarter of 2014 grew better than Dell and HP as compared with Q1 2013, said IT market research agencies IDC and Gartner.
Both research agencies said the end of XP support by Microsoft on April 8 played a role in the easing decline of PC shipments.
Worldwide PC shipments declined 4.4 percent to 73.4 million units in the first quarter of 2014, IDC said.
Gartner estimates that PC shipments dipped 1.7 percent to 76.6 million units.
IDC in its Worldwide Quarterly PC Tracker said Lenovo PC shipments rose 10.5 percent against Dell at 9.3 percent and HP at 4.7 percent in Q1 2014.
Gartner said Lenovo PC shipments rose 10.9 percent against Dell at 9 percent and HP at 4.1 percent in Q1 2014.
According to Gartner, Lenovo shipments grew in all regions except Asia/Pacific, where growth in China has been problematic. Overall, the China market again slowed, in part due to the long holiday in the middle of the quarter.
IDC noted that Lenovo growth in other regions continued at a solid pace though Latin America slowed after a dramatic expansion over the past year.
IDC says Dell revamped channel strategy – with greater focus on partners and solutions as well as use of PC sales as part of broader solutions. Dell is benefiting from the relative strength of commercial replacements as well as operational freedom and reduced uncertainty after completing the privatization.
Gartner says the first quarter of 2014 was the third consecutive quarter of PC shipment growth for Dell, registering its highest growth since the fourth quarter of 2011.
HP achieved its fastest shipment growth of the last two years. HP’s shipment growth in EMEA well exceeded the regional average, which improved HP’s overall growth, said Gartner.
Strong results in EMEA had the largest impact on HP’s results, though growth in the U.S. and Canada also improved notably, said IDC.
Economies of scale matter tremendously in this high-volume, low-profit market, which is forcing some vendors, such as Sony, out of the market. In contrast, all of the top five vendors, except Acer, registered year-over-year shipment growth. The top thee vendors — Lenovo, HP and Dell — have all confirmed the importance of the PC business as part of their overall business strategies.
Commercial refresh projects, which had already been protracted, received a last push from the impending end of Windows XP support, particularly in Japan.
In addition, slowing demand for tablets seems to have helped constrain previously drastic cutbacks in notebooks. Emerging regions continued to post weak results, with growth in Latin America and Asia/Pacific (excluding Japan) falling even faster than recent declines as both economic conditions and continued tablet penetration stifled PC shipments.
Loren Loverde, vice president, Worldwide PC Trackers, IDC, said: “The economic front seems to be gradually stabilizing and/or improving. However, this has been a slow process, and it is unlikely that sovereign debt issues will be resolved soon or that growth in emerging markets like China will return to prior levels.”
Mikako Kitagawa, principal analyst at Gartner, said: “All regions indicated a positive effect since the end of XP support stimulated the PC refresh of XP systems. Professional desktops, in particular, showed strength in the quarter. Among key countries, Japan was greatly affected by the end of XP support, registering a 35 percent increase in PC shipments. We expect the impact of XP migration worldwide to continue throughout 2014.”