Press Centre

Notebook Shipments Surpass Desktops in the U.S. Market for the First Time, and the Notebook Market will Account for Nearly 40% of the Total PRC PC Market in 2009, According to IDC

Source: IDC中国  Date: 2008-11-06

Beijing, November 6, 2008--The third quarter of 2008 (3Q08) saw notebook shipments into the U.S. market surpass 50% share, topping quarterly desktop PC shipments for the first time in the history of the industry. The share of notebooks shipped in the U.S. in 3Q08 stood at a solid 55.2%, according to preliminary figures from IDC's U.S. Quarterly PC Tracker.

The 55% ratio was made possible by a record volume of notebooks shipped in 3Q08 ?C over 9.5 million units ?C representing more than 18% growth both year over year and on a sequential basis, according to IDC's preliminary data. These figures were reached amid a relatively active back-to-school season and the burgeoning financial crisis, which captured headlines but did not immediately affect the PC market's performance.

Almost all the leading vendors with desktop and notebook offerings shipped greater notebook volumes in the quarter. Some vendors such as Toshiba have long focused exclusively on notebooks. Others, including Sony, Acer, and Lenovo exceeded the 65% notebook ratio within their own PC client shipment base. Attracted by the opportunities of an expanded multi-PC-per user base, new notebook-focused vendors are making their way into the U.S. market, including Asus and Samsung. The potentially expanding mid-tier vendor base is likely to further increase competition among well-known brands, with the potential for lower prices to stimulate demand and keep unit growth in positive territory.

"The consumer market continued to be the top driving factor in the notebook offensive but the commercial sector played a critical role too" says David Daoud, manager, U.S. Quarterly PC Tracker and Personal Systems at IDC. "The consumer market has long favored notebooks, with mobile ratios exceeding the 70% mark. So it is clear that the small and mid-markets, as well as the enterprise and public sector buyers, are seeing good value in mobility. Looking ahead, while mobility will remain a leading growth factor, the economy will be a major wild card in the short to mid term. Prolonged economic tension could have an adverse effect on the PC space leading to reduced growth, but the good news is that virtually every buyer considers PCs as must-have products and not a secondary wish-list items."

In the People’s Republic of China (PRC), IDC’s analysts expect that the notebook market will account for nearly 40% of the total PRC PC market in 2009 and desktops will maintain its dominant position when compared to the US market. “The accelerating growth in notebook sales in 2008 will, in the long term, surpass desktop PCs in the PRC. The emergence of mini-notebooks has contributed to the increase of the notebook market share,” says Antonio Wang, Manager, IDC's China Personal System. "Faced with the rapidly changing environment and the developments in the global PC market, PC vendors in the PRC will endeavor to promote a higher level of PC applications for customers in order to meet the different requirements of the commercial segment and consumers.

IDC's Quarterly PC Tracker gathers PC market data by vendor, form factor, brand, processor brand and speed, sales channel and user segment. The study includes historical and forecast trend analysis as well as price band and installed base data.