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Technology Stocks : Wennerstrom Semi Equipment Analysis
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To: Return to Sender who wrote (55937)4/12/2012 12:09:02 PM
From: Donald Wennerstrom2 Recommendations   of 66651
 
Apr. 11 2012
Q1 PC Unit Shipments Rose 1.9%, Gartner Says, Edging Ests

Worldwide Q1 PC shipments rose 1.9% in the first quarter to 89 million units, according to new data from Gartner. That’s ahead of the research firm’s previous projection of a 1.2% decline. Gartner noted that sales in the EMEA region were better than expected, up 6.7%, while Asia/Pacific was below forecasts due to weakness in India and China. “While the PC industry has high expectations for strong growth in the emerging markets, the slowdown of these countries in this quarter provides a cautionary notice to vendors that the future growth for the PC industry cannot heavily depend on the emerging markets even though PC penetration in these regions is low,” Gartner analyst Mikako Kitagawa said in a statement.

The research firm noted that the hard drive supply shortage had a “limited impact” on PC supply in the quarter.

Consumer PC shipment growth was below normal Q1 leves, Gartner said, asserting that the weakness reflects “intensified competition for consumers’ budgets.”

On a global basis, Lenovo was the largest share gainer, but still trails behind market leader Hewlett-Packard.




In the U.S. market, HP as the biggest share gainer, expanding on its leading place in the market. Apple also gained ground, breaking up the 10% level for the first time.





Update: IDC reported similar data this afternoon. The market research firm estimates that Q1 PC units sales were up 2.3% in the quarter, above a previous projection of a 0.9% decline.

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