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Zahlen von IDC sind da (als fett markierter Absatz enthält die Marktanteile des vierten Quartals): UPDATE: End-Of-Year Computer Sales Worse Than Expected 01/14 01:32 PM (Adds additional details from Gartner (IT:$15.39,00$-1.13,00-6.84%) report in third, sixth and seventh graphs.) By Ben Charny Of DOW JONES NEWSWIRES SAN FRANCISCO (Dow Jones)--It was not a very merry Christmas for computer makers after all. Research firm IDC reported Wednesday that personal computer shipments during the last three months of 2008 fell by 0.4% when compared to a year ago, which breaks a string of 15% or more growth for the same period for the last five years. Gartner Inc. (IT:$15.39,00$-1.13,00-6.84%) was a little more bullish, in a separate report, suggesting a growth rate of 1.1%. But it described the quarter as the worst end of year period since 2002. "The fourth quarter started out with a relatively optimistic view, but then it got worse every month," Gartner (IT:$15.39,00$-1.13,00-6.84%) analyst Mika Kitagawa said. The current year isn't shaping up well either, according to IDC analyst Doug Bell, who said, "The first half of 2009 looks pretty shaky." "I won't be surprised if recovery gets pushed further into 2010 as this crisis unfolds," adds IDC analyst Linda Loverde. The IDC and Gartner (IT:$15.39,00$-1.13,00-6.84%) data leave little doubt that personal computer spending had been subsumed quicker than most thought by the same forces dragging down overall retail spending for the last six months. Consumers are caught up in a credit squeeze and, fearing for their jobs, are saving rather than spending their discretionary income. Businesses have adopted the same ethos. As a result, PC shipments growth in the United States came in under expectations in the last three months of the year. Gartner (IT:$15.39,00$-1.13,00-6.84%) analysts describe the U.S. performance as the worst since the 2001 recession. Meanwhile, Europe and Asia fared almost as badly, both reports suggest. For the quarter, growth rates for Europe, the Middle East and Africa dropped to 2000 levels, while Asian shipments growth, at 1.8%, was the worst ever recorded, Gartner (IT:$15.39,00$-1.13,00-6.84%) reported. Desktop shipments were down 16% from a year ago, hit particularly hard as consumers and businesses worldwide opted instead for mobile models such as notebooks and even smaller netbooks. PC makers have a ray of hope: netbooks, which are lower-priced, smaller notebook-style computers with limited numbers of features. But that hope comes at a price. Netbooks are not as profitable as notebooks or desktop computers. During the fourth quarter, netbook shipments accounted for 7% of all computer sales, IDC reported, and boosted No. 3 computer-maker Acer Inc.'s (ASIYF:...) (2353.TW) market share significantly to 11.8%. For the fourth quarter, Hewlett-Packard Inc. (HPQ) managed moderate growth in shipments pressured by weaker sales in Asia and the United States. But it managed to increase its market share to 19.6%, according to IDC. No. 2 Dell Inc.'s (DELL:$10.31,00$-0.45,00-4.18%) U.S. results were "disappointing" and its market share slipped to 13.7%, although sales of netbooks kept it from being worse, IDC analysts wrote. Lenovo Group Ltd. (LNVGY:$3.8000,$-0.5200,-12.04%) kept its hold on fourth place, but its market share slipped slightly to 7.2%, with No. 5 Toshiba Corp. (TOSBF:$4.3100,$0.0500,1.17%) (6502.TO) gaining only a little bit of ground, the reports suggest. In the United States, No. 4 Apple Inc. (AAPL:$85.33,00$-2.38,00-2.71%) saw its market share rise to 7.2% on shipments of 1.2 million computers, according to IDC. -By Ben Charny, Dow Jones Newswires; 415-765-8230; ben.charny@dowjones.com Kurzes Fazit, nicht gut für Lenovo, weil Acer bald doppelt so groß, schlimmer für Dell weil höhere Martanteilsverluste. |
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| aus der Diskussion: | LENOVO es wird Zeit, einzusteigen |
| Autor (Datum des Eintrages): | Fever1 (14.01.09 23:11:03) |
| Beitrag: | 82 von 91 (ID:36377171) |
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