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iSuppli: Apple was only US PC maker to outgrow market in Q1 2010

The greatest growth in the PC industry in the first quarter of 2010 came from overseas computer manufacturers, with one exception in the U.S.: Apple.

Mac shipments increased 32.4 percent year-over-year in the first three months of 2010, hitting 2.8 million worldwide iSuppli said Friday. That was well beyond the industry-wide growth of 22.7 percent in the same time period — the largest year-over-year growth in a quarter ever tracked by iSuppli.

iSuppli's tracking measures lower than Apple's reported sales of 2.94 million Macs for the three-month period ending March 27.

"Apple’s Macintosh line is benefitting from the halo effect of the enormous popularity of its iPhones and iPads," said Matthew Wilkins, principal analyst for computer platforms at iSuppli.

In comparison, the numbers show the largest U.S.-based PC makers couldn't keep pace with the rest of the industry in terms of growth. HP, still the top worldwide computer maker shipping 15.9 million units, saw 22.2 percent growth, while Dell, coming in at No. 3 globally with 10.6 million PC shipped, grew 21.8 percent.

Apple helped to skew the industry-wide totals higher along with a number of overseas manufacturers. Acer was the No. 2 overall PC maker, shipping 10.8 million units and riding 47.1 percent year-over-year growth. In fourth was Dell, increasing 58.5 percent, in fifth Toshiba with 31.2 percent, and in sixth Asus growing 136.2 percent.

Industry growth in the first quarter, iSuppli said, was lead by "surprisingly strong" notebook sales. The desktop shipments grew by a small 1 percent — the first time they saw year-over-year growth since the second quarter of 2008. iSuppli expects to see unit shipment growth of 17 percent in all of 2010.

"The first three months of 2010 delivered the highest quarterly PC shipment growth on a year-over-year basis since iSuppli began tracking the market in 2003," Wilkins said. "This record growth resulted from strong sales in the first quarter of 2010 combined with weak conditions during the first three months of 2009.

"Early 2009 represented one of the weakest periods in the history of the PC market, as consumer and corporate demand plunged due to the economic downturn. With economic conditions improving, PC sales rebounded in early 2010."

19 Comments

mike fix 18 Years · 257 comments

I think this would be awesome if Apple actually manufactured in the US. Apple is basically a foreign company with a US Headquarters/R&D these days.

zindako 16 Years · 468 comments

Quote:
Originally Posted by Mike Fix

I think this would be awesome if Apple actually manufactured in the US. Apple is basically a foreign company with a US Headquarters/R&D these days.

Actually, all tech companies in the US operate this way also.

solipsism 19 Years · 25701 comments

Quote:
Originally Posted by AppleInsider

Mac shipments increased 32.4 percent year-over-year in the first three months of 2010, hitting 2.8 million worldwide iSuppli said Friday. That was well beyond the industry-wide growth of 22.7 percent in the same time period -- the largest year-over-year growth in a quarter ever tracked by iSuppli.

Everyone is doing well. Looks like the economy is rebounding after all.

Quote:
iSuppli's tracking measures lower than Apple's reported sales of 2.94 million Macs for the three-month period ending March 27.

That makes it a 40% YoY increase. This fine for only looking at Apple, but compared to the industry it's a different story. HP increased unit sales YoY more than Apple sold in the quarter.

However, if we compare profit, unarguably the most important aspect of business to these companies, Apple is still in the lead and likely increasing.

Quote:
"Apple?s Macintosh line is benefitting from the halo effect of the enormous popularity of its iPhones and iPads," said Matthew Wilkins, principal analyst for computer platforms at iSuppli.

I'm sure they are, but considering that the iPad didn't ship until April this statement may not have been regarding Q1.

Quote:
Apple helped to skew the industry-wide totals higher along with a number of overseas manufacturers. Acer was the No. 2 overall PC maker, shipping 10.8 million units and riding 47.1 percent year-over-year growth. In fourth was Dell, increasing 58.5 percent, in fifth Toshiba with 31.2 percent, and in sixth Asus growing 136.2 percent.

Congrats to Asus. If I had to choose a non-Mac PC they'd be my first choice.

Quote:
The desktop shipments grew by a small 1 percent -- the first time they saw year-over-year growth since the second quarter of 2008.

I'm curious to see if the iPad (and other "me too" tablets) will help surge desktop sales even more in the coming quarters.

Quote:
Originally Posted by Mike Fix

I think this would be awesome if Apple actually manufactured in the US. Apple is basically a foreign company with a US Headquarters/R&D these days.

Awesome except for price point. And even if they did "build" Macs in the US they'd still be using components that were all manufactured outside the US.

stevetim 17 Years · 482 comments

Unit sales are not near as relevant as dollar sales, yet everytime I see one of these reports its units. What I want to know is how much is spent in the industry and how big is everyones pie.

trevc 19 Years · 77 comments

When 'Others' decrease from 25,346 to 25,239 and it's called a +10.6% growth I question the numbers...