Tak źle na rynku komputerów jeszcze nie było
W I kwartale br. światowe dostawy komputerów zmniejszyły się o 13,9 proc. rok do roku – poinformowało IDC. To największy spadek w historii badań tego rynku przez analityków firmy, czyli od 1994 r.

IDC ustaliło, że w minionym kwartale na światowy rynek dostarczono 76,3 mln komputerów. Pogorszenie koniunktury nie jest niespodzianką, ale jego skala – tak. Prawie 14-procentowy spadek jest blisko dwa razy większy od prognozy (-7,7 proc.). Gorzej niż w zeszłym roku było we wszystkich regionach. Na fatalny wynik złożyło się zdaniem IDC kilka czynników, jak kurczący się rynek netbooków, problemy z powiększeniem udziału dotykowych i ultracienkich modeli, ze względu na barierę ceny i kłopoty z podzespołami oraz chłodne przyjęcie Windows 8 przez klientów.
– Wydaje się, że Windows 8 nie tylko nie miał pozytywnego wpływu na rynek PC, ale wręcz przyczynił się do jego spowolnienia – mówi Bob O’Donnell, IDC Program Vice President – Radykalna zmiana interfejsu i koszt dotykowych urządzeń sprawiły, że komputery stały się mniej interesujące dla klientów niż tablety i inny konkurencyjny sprzęt.
Spośród producentów duży spadek odnotowało HP (o 23 proc. rok do roku). Zdaniem IDC restrukturyzacja firmy miała wpływ na sprzedaż. Prawie 11 proc. na minusie był Dell. Według firmy badawczej nie bez znaczenia dla takiego wyniku była niepewność klientów co do dalszego losu koncernu.
Najwięcej w odniesieniu do I kw. 2012 r. stracił Acer, który odczuwa skutki wycofania się z rynku netbooków i mniejszego zapotrzebowania na sprzęt konsumencki. Najlepszy kwartał z wielkiej piątki miało Lenovo. Firma dobrze sobie radzi zwłaszcza w USA, jednak nie zakończyła kwartału na plusie ze względu na spadek dostaw w regionie Azji i Pacyfiku. Asus z kolei stracił prawie 20 proc. głównie z powodu mniejszego popytu w regionie EMEA oraz w Azji. Według IDC wynik lepszy niż średnia dla rynku osiągnęła Toshiba, wykorzystując słabszy okres HP i Della.
Dostawy notebooków w I kw. 2013 r. na świecie (udziały ilościowe, dane wstępne)
Dostawy w I kw. 2013 r. |
Udział w rynku I kw. 2013 r. |
Dostawy w I kw. 2012 r. | Udział w rynku I kw. 2012 r. |
Wzrost rok do roku |
|
1. HP |
11,997 |
15.7% |
15,726 |
17.7% |
-23.7% |
2. Lenovo |
11,700 |
15.3% |
11,705 |
13.2% |
0.0% |
3. Dell |
9,010 |
11.8% |
10,110 |
11.4% |
-10.9% |
4. Acer |
6,150 |
8.1% |
8,952 |
10.1% |
-31.3% |
5. Asus |
4,363 |
5.7% |
5,401 |
6.1% |
-19.2% |
Pozostali |
33,075 |
43.4% |
36,739 |
41.5% |
-10.0% |
Razem |
76,294 |
100.0% |
88,635 |
100.0% |
-13.9% |
Źródło: IDC Worldwide Quarterly PC Tracker, 10 kwietnia 2013 r.
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Ostry spadek na rynku PC. „Zamówienia komercyjne są zagrożone”
Takiego dołka dawno nie było: -18 proc. Do 2023 r. negatywne czynniki nie ustąpią - zdaniem analityków.