Lenovo wyprzedziło HP
Po raz pierwszy od 6 lat wzrosła sprzedaż komputerów.

Dostawy komputerów na światowy rynek w II kw. br. wzrosły po raz pierwszy od 2012 r. – według Gartnera. Bilans wyniósł 62,1 mln szt. (+1,4 proc. rok do roku). W regionie EMEA w tradycyjnie słabym kwartale wynik był 1,3 proc. na plusie.
Za poprawę odpowiada przede wszystkim popyt ze strony przedsiębiorstw, podczas gdy biznes konsumencki odnotowuje spadki. Ponieważ klienci domowi na co dzień częściej używają smartfonów niż komputerów, stąd raczej trudno liczyć na trwałe odbicie w tym sektorze.
Gartner przewiduje, że dynamika sprzedaży w sektorze biznesowym osłabnie w ciągu najbliższych 2 lat, gdy fala wymiany urządzeń ze starszymi systemami na Windows 10 osiągnie szczyt. Jest ona związana głównie ze zbliżającym się końcem wsparcia dla Windows 7 (styczeń 2020 r.). Zdaniem analityków dostawcy komputerów powinni szukać sposobów, by utrzymać wzrost sprzedaży w sektorze biznesowym wraz z kończącym się cyklem wymiany PC na modele z "Dziesiątką".
Lenovo wyprzedziło HP na pozycji lidera rynku, ale przewaga byla minimalna (ok. 12 tys. szt.). Została osiągnięta poprzez przejęcie większości udziałów w biznesie komputerowym Fujitsu w ramach joint venture obu spółek (transakcję sfinalizowano w II kw. br.).
Najwięksi dostawcy komputerów w II kw. 2018 r. (dane wstępne)
Dostawy w II kw. 2018 r. (mln szt.) | Udział w rynku w II poł. 2018 r. (%) | Dostawy w II kw. 2017 r. (mln szt.) | Udział w rynku w II poł. 2017 r. (%) | Wzrost rok do roku (%) | |
Producent | |||||
Lenovo | 13,601 | 21,9 | 12,31 | 20,1 | 10,5 |
HP Inc. | 13,589 | 21,9 | 12,809 | 20,9 | 6,1 |
Dell | 10,458 | 16,8 | 9,553 | 15,6 | 9,5 |
Apple | 4,395 | 7,1 | 4,266 | 7 | 3 |
Acer | 3,969 | 6,4 | 3,851 | 6,3 | 3,1 |
Inni | 16,083 | 25,9 | 18,466 | 30,1 | -12,9 |
Razem | 62,095 | 100 | 61,254 | 100 | 1,4 |
Źródło: Gartner
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Wzrost sprzedaży Lenovo zatrzymany po 10 kwartałach. Zysk w górę
Topniejący popyt na PC widać w wynikach Lenovo. Rosły natomiast inne biznesy.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.