Apple 2.0

Covering the business that Steve Jobs built

Apple's Mac sales fell (IDC) or grew (Gartner) last quarter

July 11, 2012: 7:00 PM ET

Why can't the two leading PC market tracking firms get their acts together?

U.S. market shares. IDC (top) and Gartner (bottom). Click to enlarge.

FORTUNE -- In separate reports on the state of the worldwide personal computer market issued Wednesday, Gartner and IDC agreed about one thing: The quarter that ended in June was a miserable one for traditional PC vendors.

Gartner called the market "flat." IDC's term was "stalled." Both reported a decline in global shipments of 0.1%. Both attributed it to a variety of factors: The sluggish economy, buyers waiting for Microsoft's (MSFT) Windows 8, the fact that Intel's (INTC) Ultrabooks haven't yet taken off, a general lack of interest in PCs. As Gartner's Mikako Kitagawa put it:

"Consumers are less interested in spending on PCs as there are other technology product and services, such as the latest smartphones and media tablets that they are purchasing."

It's when you drill down into the details that discrepancies arise.

In the U.S. market, for example, IDC singled out Lenovo as the only top tier leader that managed to maintain positive momentum, growing shipments 6.1% year over year to put itself in fourth place after Hewlett-Packard (HPQ), Dell (DELL) and Apple (AAPL).

In Gartner's report on the same market, however, Lenovo doesn't even make the list of the top five vendors and Apple, rather than seeing its Mac sales drop 1.1% in the quarter (as IDC had it) actually grew them 4.3%.

One used to be able to explain the discrepancies between Gartner and IDC by the fact that Gartner reported shipments to end users and IDC reported shipments into channel (i.e. distributors). But IDC now describes its numbers as representing "shipments to distribution channels or end users" (emphasis ours) and Gartner doesn't specify what its numbers mean.

Gartner does note, however, that its data include "desk-based PCs and mobile PCs, including mini-notebooks but not media tablets such as the iPad."

The two firms agree about that. In their world, netbooks and Ultrabooks are PCs, but tablets are not. If they were, Apple would be the world's largest vendor -- by far -- not HP.

Below the fold:  IDC's and Gartner's worldwide numbers.

Join the Conversation
About This Author
Philip Elmer-Dewitt
Philip Elmer-DeWitt
Editor, Apple 2.0, Fortune

Philip Elmer-DeWitt has been following Apple since 1982, first for Time Magazine, and now on the Web for Fortune.com.

Email | @philiped | RSS
Current Issue
  • Give the gift of Fortune
  • Get the Fortune app
  • Subscribe
Powered by WordPress.com VIP.