Apple is the only bright spot in the industry's worst quarter in a decade
Source: Gartner. Chart: PED
Fourth quarter personal computer numbers for the U.S. market came in from Gartner and IDC Wednesday and for the second quarter in a row, Apple (AAPL) sales grew like gangbusters while the Microsoft (MSFT) Windows PC market actually shrank.
Apple sales in the U.S. were up 20.7%, according to Gartner, while HP (HPQ) was down 21.6%, Dell (DELL) fell 4.5%, Toshiba shrank 2.2% and Asus sagged 11.4%.
Next quarter will be even worse for the broader PC market, according to both Gartner and IDC, as the effects of the floods in Thailand and the hard drive shortage fully kick in.
UPDATE: Several readers have pointed out that when you back Mac sales out of Gartner's numbers, the rest of the PC industry actually shrank by 8.6%, not the 5.9% drop shown in the chart.
Estimates the iPad's share will drop from 74% to 53.2% by the time Christmas is over
Estimates: Canaccord Genuity. Chart: PED
The chart above is what Canaccord Genuity's T. Michael Walkley thinks the worldwide tablet market will look like this quarter after Amazon gets through disrupting it by selling a few million Kindle Fires at or below cost.
In a note to clients issued Tuesday, he estimated that ...
Apple's (AAPL) share MORE
Philip Elmer-DeWitt - Dec 6, 2011 2:57 PM ET
Their PC shipments grew by double digits while the broader market fell more than 11%
Even without counting the iPad, Apple (AAPL) gained smartly on the major personal computer vendors in Europe last quarter according to a report issued Monday by Gartner, Inc.
While the broader market for PCs fell 11.4% in the quarter, Apple's Mac shipments grew 19.6%. Only Asus, which specializes in Microsoft (MSFT) Windows-based notebooks, grew faster.
Otherwise, writes Gartner's MORE
Philip Elmer-DeWitt - Nov 14, 2011 12:14 PM ET
Intel is prodding PC manufacturers to make better ultra-thin and light laptops like Apple's MacBook Air. But the concept faces strong headwinds -- and tough competition.
FORTUNE -- When Apple launched the MacBook Air, it got flack: not fast enough, not enough ports, too pricey, the optional external optical disc drive had as much portable appeal as a brick. Fast-forward three years, and the current version of the Air has become MORE
JP Mangalindan, Writer-Reporter - Sep 12, 2011 12:13 PM ET
Especially if you throw in iPad sales, as yet another Wall Street analyst has done
Click to enlarge. Source: Deutsche Bank
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 MORE
Philip Elmer-DeWitt - Aug 8, 2011 7:09 AM ET
Meanwhile, sales growth slowed worldwide as buyers shifted to smartphones and tablets
Source: Gartner
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 MORE
Philip Elmer-DeWitt - Jul 14, 2011 7:14 AM ET
Apple's notebooks sweep every category in the latest report, despite middling reliability scores
Source: Consumer Reports
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, MORE
Philip Elmer-DeWitt - May 25, 2011 7:03 AM ET
The fastest year-to-year growth since iSuppli starting tracking computer shipments in 2003
The charts say it all. Three Asian suppliers -- Acer, Lenovo and ASUS (from a small base) -- led the field. Apple (AAPL) and Toshiba were close behind. Hewlett-Packard (HPQ) and Dell (DELL) grew more slowly.
Source: iSuppli
In terms of market share, HP is still No. 1, but Acer is gaining fast, having passed Dell to reach the No. MORE
Philip Elmer-DeWitt - Jun 4, 2010 5:42 PM ET
I had some time over the weekend with Jonney Shih, chairman of Taiwan-based PC-maker Asus. Shih talked netbooks, the future of our digital lives, and gave a crowd of entrepreneurs and would-be entrepreneurs at Harvard Business School his rules for starting a company. Oh, and watch out Dell (DELL), he's gunning for you.
Michael V. Copeland, Senior Writer - Mar 29, 2010 10:25 AM ET
Will Apple's tablet usher in a new era of computing, or simply dominate it?
Apple's iPad, rendered as the monolith from "2001: A Space Odyssey," will be examined and pondered by the rest of the computer industry.
Chipmaker Nvidia is helping invent a slew of cool technologies that hold the potential to change the way we work and play. The company, which makes processors that enhance images and boost the brawn MORE
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