DisplaySearch: Apple was world's top PC vendor in Q2, including iPads

Apple was the world’s top PC vendor last quarter, having shipped 13.6 million “personal computers” according to market research firm DisplaySearch. The firm includes both Mac computers and iPad tablets in its figures however, whereas most similar reports do not include tablet computers powered by mobile operating systems in the general PC category. Including the iPad, DisplaySearch says that Apple shipped nearly 4 million more PCs than second-ranked HP, which shipped 9.7 million computers in the second quarter. Dell found itself in the No. 3 spot with 7.5 million units shipped, Acer was No. 4 with 7 million units and Lenovo rounded out the top-5 with 4.8 million PCs shipped. Overall, the firm found that PC market growth continued to slow in the second quarter. “Preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline,” said Richard Shim, Senior Analyst for DisplaySearch, in a statement. “While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization.” DisplaySearch’s full press release follows below.

Apple Retakes Top Mobile PC Market Share Position from HP in Q2’11

Tablet PC Shipments Fuel Apple’s 136% Y/Y Mobile PC Growth; Lead on HP Nearly 4 Million Units

SANTA CLARA, CALIF., August 18, 2011—Apple shipped over 13.5 million mobile PCs in Q2’11 for 136% Y/Y shipment growth, overtaking HP for the top spot, according to preliminary results from the latest DisplaySearch Quarterly Mobile PC Shipment and Forecast Report. Nearly 80% of Apple’s mobile PC shipments were iPads, which reached over 10.7 million units, for 107% Y/Y growth. Apple’s total mobile PC shipments (notebook and tablet PCs) were 3.9 million units more than HP’s nearly 9.7 million units for the quarter.

From a category perspective, tablet PCs continue to be the engine of growth for the mobile PC industry. Tablet PC shipments were up nearly 70% Q/Q and over 400% Y/Y with nearly 16.4 million units shipped in Q2’11. Notebook PC shipments were down 2% Q/Q but up 2% Y/Y with nearly 48 million units shipped in Q2’11. A consumer notebook PC adoption slowdown continues to hold back the industry following a 2% Y/Y drop in shipments in Q1’11. Worldwide mobile PC shipments (including notebook and tablet PCs) reached 64.4 million in Q2’11, up 10% Q/Q and 28% Y/Y. Among the top five players, Acer experienced the largest decline in shipment growth. Acer’s shipment growth declined in Q2’11, falling 4% Q/Q and 12% Y/Y.

In the notebook PC category, Samsung and Dell had the fastest shipment growth, up 44% and 33% Y/Y, respectively. Dell was also up Q/Q with 27% shipment growth, as it continues to take advantage of a rebound in commercial market PC shipments. Samsung’s shipments fell 16% Q/Q as it was unable to build off of strong shipment results in EMEA and China. Still Samsung was able to top Q1’11 shipment levels in North America and Asia Pacific.

“Preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline,” saidRichard Shim, Senior Analyst for DisplaySearch. “While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization.”

Tablet PC shipment results show that even after removing Apple from growth rate calculations, worldwide Y/Y tablet PC shipment growth reached 25%, and shipments of non-Apple tablets reached over 5.6 million units for the quarter.

Table 1: Preliminary Q2’11 Worldwide Top Five Mobile PC Shipment Rankings by Brand (millions)

Rank Brand Units Share
1 Apple 13.6 21.1%
2 HP 9.7 15.0%
3 Dell 7.5 11.6%
4 Acer Group 7 10.9%
5 Lenovo 4.8 7.5%

Source: DisplaySearch Quarterly Mobile PC Shipment and Forecast Report

The DisplaySearch Quarterly Mobile PC Shipment and Forecast Report covers the entire range of mobile PC products shipped worldwide and regionally. With analysis of global and regional brands, the Quarterly Mobile PC Shipment and Forecast Report provides an objective, expert view of the market with insight into historical shipments, revenues, forecasts and more. For more information about the report, please contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mailcontact@displaysearch.com or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan or more information.

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