This IDC update presents findings from IDC's latest research as well as analysis of key industry events that occurred in October. In October, IDC released its tracker figures for 3Q12. PC vendors shipped 88.4 million units into the global PC market, representing a year-over-year (YoY) decline of 8.0% and a sequential increase of 3.4% over the weak 2Q12. PC shipments into the United States totaled 16.4 million, marking an 11.7% YoY decrease and 2.7% sequential growth.
On October 26, Microsoft launched the Windows 8 family of OSs. The radically different OS hits the market in time to drive significant growth during the holiday season of what has been a substantially underwhelming PC market in 2012. However, a few challenges lay ahead for Microsoft and its OEM partners. With Microsoft moving toward a touch-first UI, the first round of Windows 8 products will be sold at quite a premium compared with Windows 7–based PCs. This document presents some of IDC's pricing analysis regarding new Windows 8 products.
At the end of October, both Microsoft and Apple held press events to unveil their new tablet products: Microsoft's Surface and Apple's iPad mini. From IDC's perspective, the former is Microsoft's attempt to bring a competitive Windows tablet to market, while the latter is Apple's attempt to fill out the company's product and pricing spectrum.
This document assesses the PC market moving forward. Highlights include:
- The worldwide PC market is down 8.0% YoY but up 3.4% sequentially.
- Lenovo, ASUS, and Apple outperform the global PC market and gain share in an otherwise soft 3Q12.
- While it remains to see how successful Microsoft's Windows 8 launch will be in the holiday season, the new OS has already spurred much design innovation around form factors.
Dell Inc., Apple Inc., ASUSTeK Computer Inc., Hewlett-Packard Company, Panasonic Corporation, Lenovo Group Limited, Toshiba Corporation, Acer Inc., Intel Corporation, Fujitsu Limited, Sony Corporation, Microsoft Corporation, Samsung