IDC: Lenovo goni HP
W I kw. 2012 r. dostawy komputerów na świecie wzrosły o 2,3 proc., przede wszystkim dzięki nieprzeciętnemu popytowi na sprzęt Lenovo. Producent zwiększył sprzedaż o ponad 40 proc. rok do roku.

Według IDC w okresie styczeń – marzec 2012 r. światowy rynek wchłonął 87,1 mln komputerów, o blisko 2 mln więcej niż rok wcześniej. Wynik był lepszy niż prognoza firma badawczej, która przewidywała blisko 1-procentowy spadek. Zdaniem IDC większego popytu na komputery można oczekiwać w drugiej połowie roku.
– W I kwartale wzrost hamowało kilka czynników, w tym problemy z dostawami dysków twardych – mówi Loren Loverde, wiceprezes IDC Worldwide Trackers – Niemniej jednak historia pokazała, że okres spowolnienia poprzedza odbicie. Spodziewamy się, że sprzedaż komputerów znacząco zwiększy się IV kwartale br., gdy ceny i dostawy dysków twardych wrócą do normy, pojawi się sprzęt z Windows 8.
Na podstawie obserwacji z rynku amerykańskiego przedstawiciel IDC zauważa, że mimo szerszej oferty nowych rodzajów urządzeń, takich jak komputery All-In-One i ultrabooki, użytkownicy zachowują się raczej konserwatywnie i są bardziej zainteresowani wymianą sprzętu niż nowinkami. Jego zdaniem konsumenci wstrzymują się z zakupami do czasu premiery Windows 8.
W I kw. 2012 r. w porównaniu z I kw. 2011 r. imponujący wynik osiągnęło Lenovo, zwiększając sprzedaż o 43,7 proc.. Zdaniem IDC producent wykorzystał błędy konkurencji (nie podano jakie) i poprawił wynik we wszystkich regionach. Lenovo wyprzedziło Della (spadek sprzedaży o 2,1 proc.) w rankingu producentów, wysuwając się na drugie miejsce za HP (wzrost o 3,2 proc.). Znacznie zwiększył zbyt także Asus (o 22 proc. rok do roku), przede wszystkim w krajach EMEA i Azji, które są głównymi odbiorcami sprzętu producenta.
Sprzedaż komputerów na świecie w I kw. 2012 r. według IDC
Producent |
Sprzedaż (mln szt.) |
Udział |
Sprzedaż (mln szt.) |
Udział |
Wzrost/ spadek |
1. HP |
15,714 |
18.0% |
15,229 |
17.9% |
3.2% |
2. Lenovo |
11,703 |
13.4% |
8,143 |
9.6% |
43.7% |
3. Dell |
10,122 |
11.6% |
10,338 |
12.1% |
-2.1% |
4. Acer |
8,622 |
9.9% |
8,953 |
10.5% |
-3.7% |
5. Asus |
5,260 |
6.0% |
4,310 |
5.1% |
22.0% |
Inni |
35,691 |
41.0% |
38,164 |
44.8% |
-6.5% |
Razem |
87,111 |
100.0% |
85,137 |
100.0% |
2.3% |
Źródło: IDC
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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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