PC shipments in Western Europe totaled 15.3mn units in the fourth quarter of 2012, a decline of 11.7% compared with the same period in 2011. In 2012, PC shipments reached 58mn units, a decrease of 8.4% from 2011.
In the fourth quarter of 2012, all PC segments in Western Europe declined. Mobile and desktop PC shipments declined 12.1% and 10.9% in the fourth quarter of 2012, respectively. The decrease in the professional PC market was less severe due to replacement purchases and fell 4.9%, while the consumer PC market declined 17.6% year-on-year.
HP lost share in the mobile and home PC segments in Western Europe, but remained the market leader in the desktop and professional PC markets with nearly 10% market share ahead of its nearest rival. HP’s new leadership has undertaken a number of initiatives to reignite its business. In the fourth quarter of 2012, Acer, Lenovo and Asus reached 11% market share.
Acer, which held the No. 2 spot in the overall PC sales market in Western Europe, dropped to third place behind Asus in the home PC segment, with shipments declining 25% from the fourth quarter of 2011. Lenovo’s strong focus to increase market share helped it become the No. 2 PC vendor in the professional PC market with a 4% increase in the fourth quarter of 2012. Lenovo also grew 65% in the consumer PC market in the fourth quarter of 2012.
Asus saw its Western Europe PC shipments decline in the fourth quarter of 2012, indicating that its pricing had moved upwards to higher price points because of the midrange-to-high-end Windows 8 system. Dell dropped to fifth place, with shipments in the consumer PC market nearly halved from the fourth quarter of 2011. Dell also felt the pressure from HP and Lenovo in the professional PC segment, where both vendors focused on gaining share over increasing their profit protection.
PC shipments in the U.K. totaled 3.1mn units in the fourth quarter of 2012, a slight decrease of 0.7% compared with the same period in 2011. In 2012, the PC market declined 3% totaling 11.7mn units, after a fall of 13% in 2011.
In the fourth quarter of 2012, HP extended its lead and remained in the No. 1 position, with strong growth in both consumer and professional PC markets. Dell’s consumer PC market continued to shrink, but in common with most of the top five vendors, saw an upturn in the professional PC market, where Lenovo took the lead with a 45% increase in the fourth quarter of 2012. Lenovo’s strong performance in the professional PC market helped to close the gap with Dell during the same quarter.
PC shipments in France totaled 2.5mn units in the fourth quarter of 2012, a decrease of 13.6% compared with the same period in 2011. In 2012, PC shipments reached 10mn units, a 6.4% decline from 2011. This is the second consecutive year that the PC market in France has declined.
The launch of Windows 8 had no impact on PC demand, and the holiday season saw retailers clear out their Windows 7 notebook inventories and drive their volumes of low-end notebooks. Both consumer and professional PC markets continued to decline, with the consumer PC market experiencing the sharpest fall of 19.5% in the fourth quarter of 2012. Ultrabook sales remained low. The Ultraportable segment accounted for 11% of all mobile PCs shipped in France during the quarter.
Shipments of mobile PCs in France decreased 12.5% in the fourth quarter of 2012, while desktop PCs declined 15.5% year-on-year.
Asus maintained the No. 2 position, gaining 3.1%age points in market share in the fourth quarter of 2012 and clearly positioned itself as a strong consumer PC vendor in the French PC market. HP remained the No. 1 PC vendor in France, thanks to its good performance in the professional PC segment, but it faces challenges in the consumer PC market.
Acer lost the No. 3 position to Dell, exhibiting the steepest year-on-year decline, mainly due to slow netbook sales and inventory build-up from the previous quarter. The vendor is also going through a period of readjusting its strategy. Lenovo showed continued growth, thanks to its expansion in the consumer PC market.
PC shipments in Germany totaled 3.4mn units in the fourth quarter of 2012, a decrease of 11.9% compared with the same period in 2011 . In 2012, 1mn fewer PCs were shipped than in 2011, which resulted in the PC market in Germany declining 8% from 2011.
Mobile PC shipments declined 15% in the fourth quarter of 2012, while desktop PC volumes decreased 6% year on year. Consumer and professional PC demand declined 13% and 11%.
This ongoing trend will have a profound impact on the current and potential installed base for PCs.
In the fourth quarter of 2012, Lenovo moved to the No. 1 position in the German PC market with above market performance in all segments, and it experienced 36% growth in the home PC market. HP rose to the second spot, while Acer moved to third place. HP performed above the market average in both the home and professional PC markets, but the gap with Lenovo is widening rapidly.
In the fourth quarter of 2012, both Acer and Asus lost market share, and both vendors saw PC shipment declines of around 30% in the consumer PC market. Fujitsu returned to the top five PC vendor rankings in Germany, narrowly beating Dell. Fujitsu saw strong growth in the desktop market, where it returned to second place, behind HP.