Why can't Gartner and IDC just get along?
Gartner counted sales to end users. IDC counted sales into "channel" -- i.e. devices sold to stores and other distribution points, but not necessarily to customers.
But when trying to understand the discrepancy between Apple's (AAPL) U.S. market share in the reports the two firms filed Wednesday -- 10.6% (up 3.8%) according to Gartner, a round 10% (up 5.1%) according to IDC -- we noticed this footnote to IDC's spreadsheet:
Shipments include shipments to distribution channels or end users. (emphasis ours)
That doesn't help. If IDC is counting both channel and end users (or is either?), how does it come with a Mac market share that is smaller than Gartner's?
The discrepancy is even worse for the Acer Group. Its U.S. market share grew -3.8% according to IDC and -25.9% according to Gartner.
For the record, HP was the big winner domestically according to both firms' spreadsheets, with a share up 6.6% to capture 29% (Gartner) or 28% (IDC) of the U.S. PC market.
Worldwide, the PC market actually grew a couple percent last quarter. It had been expected to shrink 1.2% according to Gartner and 0.9% according to IDC.
Below: The firms' spreadsheets for worldwide PC sales for Q1 2012.
Bank of America's brokerage division picks winners and losers for the year ahead
The tablet market is "still in its infancy," writes Merrill Lynch's Scott Craig in a note to clients Wednesday, with "years of solid growth ahead."
But that growth is not evenly distributed, and in his report Craig and his colleagues single out seven winners and seven losers.
The winners: (I quote)
Amazon (AMZN): We expect strong sales of the Kindle Fire (4-5mn MOREPhilip Elmer-DeWitt - Dec 14, 2011 10:05 AM ET
Especially if you throw in iPad sales, as yet another Wall Street analyst has done
If you look closely at the chart at right, taken from a note to clients issued Monday by Deutsche Bank's Chris Whitmore, you'll see that it has two entries for the second quarter of 2011.
Both show notebook computer sales as reported by the six largest vendors. The difference -- which Whitmore has highlighted with an orange MOREPhilip Elmer-DeWitt - Aug 8, 2011 7:09 AM ET
Meanwhile, sales growth slowed worldwide as buyers shifted to smartphones and tablets
The iPad was the elephant in the room as Gartner and IDC reported that worldwide PC sales in the second quarter of 2011 were even worse than their modest expectations.
Shipments grew only 2.6% according to IDC and only 2.3% according to Gartner, well below the 6.7% Gartner had predicted and a fraction of the 12% IDC reported in Q1.
Apple, MOREPhilip Elmer-DeWitt - Jul 14, 2011 7:14 AM ET
Apple's notebooks sweep every category in the latest report, despite middling reliability scores
Consumer Reports doesn't always love Apple's (AAPL) products. It still doesn't recommend the iPhone 4 because of problems its testing lab had with the external antenna. But in its survey of the current crop of notebook computers released Tuesday, the magazine gave the MacBook line its highest ratings in every category in which Apple competes, from the 11-inch MOREPhilip Elmer-DeWitt - May 25, 2011 7:03 AM ET
Counting the iPad, its PC sales grew 187.9% year over year, according to Canalys
"Canalys today announced that the PC market grew 7% in Q1 2011, as the pad market, led by Apple's iPad, continued to bolster growth."
That's how Canalys, the first research firm to count tablets as PCs, began its report on how the market shaped up in the first calendar quarter of 2011.
Thanks to the iPad, Apple (AAPL) jumped MOREPhilip Elmer-DeWitt - Apr 28, 2011 7:20 AM ET
The global PC market shrank 3.2% year over year in Q1 2011 as iPad sales surged
It's a pity IDC doesn't include tablets in its quarterly surveys of computer shipments. If it did, the inflection point in the first quarter of 2011 would be even clearer.
[UPDATE: Asymco's Horace Dediu has done us the favor of drawing an extraordinary graph that includes the iPad. It looks like a giraffe. Click here.]
IDC had MOREPhilip Elmer-DeWitt - Apr 13, 2011 8:03 PM ET
Acer's Iconia tablet looks as good as the XOOM on paper and is up for pre-order for $450.
If you've ever played with an Acer netbook, you'll know the computer maker isn't adept at turning out high end products. But the Taiwanese company makes a good mid-range product, and they do it with razor-thin margins. This strategy is part of the reason they canned their CEO Gianfranco Lanci last week, saying MORESeth Weintraub - Apr 8, 2011 10:13 AM ET
You can't get any more CR-48 ChromeOS prototype laptops, but the real things are coming soon.
In a quick tweet last night, Google's (GOOG) Chrome Lead, Sundar Pichai, Tweeted that Google had run through its supply of the CR-48 laptops. He also reiterated Google's plans to release partner devices mid-year. So far, the only partners that have been named are Acer and Samsung. However, last year, on a number of occasions, HP (HPQ) MORESeth Weintraub - Mar 11, 2011 2:25 PM ET
The U.S. computer maker got serious in India only a few years ago -- and then proceeded to thrash HP and everyone else. Now India is Dell's fastest-growing market, with 55% growth.
By Anurag Prasad, contributor
In the U.S., Dell originally became a market leader through its online and direct made-to-order sales model. When the computer maker decided to enter India, however, it needed a change of strategy.
In the B.D. era -- MOREFeb 10, 2011 8:30 AM ET
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