PC shipments fell 10.4% in 2015
According to market research company International Data Corporation, total PC (personal computer) shipments fell 10.4% from 308.4 million in 2014 to 276.2 million in 2015. Apple (AAPL) was the only manufacturer to see its unit shipments grow YoY (year-over-year). Apple’s shipments grew 6.2% to 20.8 million units.
China’s (FXI) Lenovo (LNVGY) saw its PC shipments fall 3.6% YoY to 57.2 million units in 2015. Hewlett-Packard saw a 5.9% fall in its PC shipments to 53.5 million units in 2015. Acer’s unit shipments fell by 18.1% to 19.7 million units, whereas Dell’s shipments fell 5.9% to 39.0 million units.
“Consumer sentiment toward PCs remains a challenge, though clearly there are pockets of growth,” said Jay Chou, research manager at International Data Corporation’s Worldwide PC Tracker. “Even as mainstream desktop and notebooks see their lifetimes stretched ever longer, Apple’s emergence as a top 5 global PC vendor in 2015 shows that there can be strong demand for innovative, even premium-priced systems that put user experience first.”
Apple’s market share rose YoY
As shown in the above chart, Apple’s market share rose from 6.3% in 2014 to 7.5% in 2015, whereas Lenovo’s market share rose from 19.2% to 20.7% in the same period. Dell’s market share rose from 13.5% in 2014 to 14.1% in 2015.
Hewlett-Packard’s (HPQ) market share rose from 18.4% in 2014 to 19.4% in 2015, whereas Acer saw a fall of 0.7 percentage points to 7.1% in 2015.
Apple constitutes 11.3% of the PowerShares QQQ ETF (QQQ).