According to preliminary data recently released by IDC, PC sales in
EMEA PC Market Sees a Boost
The report claims that
“The trends observed in the first half of the year are encouraging. As anticipated, rising commercial spending and corporate rollouts are providing a major market uplift, but consumers are also increasingly prompted to renew their home systems thanks to attractive digital bundles, while continuing to show great interest in notebooks,” said Karine Paoli, research director for IDC’s EMEA Personal Computing group.
Desktop sales have been a major driver this quarter, boosted by an increasing number of corporate refreshes across the region and driven by the need for hardware replacement and OS migration. An uplift in the consumer space has also been evident, stimulated by attractive digital bundles in retail.
Notebooks continued to display strong trends, in line with expectations at 30% growth year on year, with demand remaining buoyant in the consumer and SMB segments. While the market remains a major vendor battlefield and prices are under pressure, with a large share of low-entry systems, price erosion has slowed slightly this quarter as many vendors opted for healthier revenue and margin results.
x86 server sales also continued performing strongly, driven by increased enterprise spending and aggressive competition in the SMB market, IDC said.
“However, economic growth expectations remain patchy across the region and may affect spending behavior in the commercial and consumer spaces in some countries, and will therefore force the industry to maintain aggressive pricing to keep demand afloat in the second half of the year,” Mr. Paoli added.
HP Outpaces Dell in EMEA Region
HP retains clear leadership in EMEA and maintained aggressive marketing strategies across all form-factors. Desktop sales were particularly strong, but overall growth was affected by a counter-performance in the notebook segment compared with Q2 last year (when sales were boosted by sharp price declines and “crazy days”-type operations) and more revenue-driven choices this quarter.
PC shipments for Q2 2004 in EMEA Region
Q2 2003 (thousands of units)
Q2 2004 (thousands of units)
Mkt Share Q2 2003
Mkt Share Q2 2004
Dell continued to outpace the market, again recording over 33% growth across each form factor – desktop, notebook, and x86 servers. The direct vendor continues to drive a fierce competitive environment in the corporate space with aggressive positions, as well as gain share in the SMB and consumer markets across the region, consolidating its position across EMEA.
Fujitsu Siemens Computers recorded another very strong quarter at over 42% growth year on year. The vendor’s strong performance across all product lines has been assisted by the market uplift in commercial and consumer desktop replacement along with continued growth in the SMB segment and focus on mobility.
Acer posted another outstanding performance at 60% growth, with notebooks continuing to drive the vendor’ position in EMEA, though desktop sales were also very strong this quarter. Effectve execution and price positioning continue to assist the company’s progression in
Finally, IBM also experienced a very good quarter at 21%, continuing to benefit from the commercial market uplift but also very competitive positioning across both the corporate and SMB markets, which are assisting IBM's consistent performance in the region.
Most vendors posted strong results, benefiting from the market dynamics across the region, but competition was fierce. The market in EMEA remains very fragmented, and though the performances of regional and local vendors may be patchy — in some instances suffering directly from international vendors' aggressive positioning – they continue to occupy key positions in both the desktop and notebook markets.