By using this site, you agree to the IDC Privacy Policy

20 Oct 2017

Good Momentum in CEE and Preparations for Holiday Season Promotions Stabilize the EMEA Traditional PC Market, Says IDC

LONDON, October 20, 2017 — The Europe, Middle East, and Africa (EMEA) traditional PC market (desktops, notebooks, and workstations) was almost flat in the third quarter of 2017, with the market remaining slightly negative (-0.5%) and totaling 17.7 million units, according to International Data Corporation (IDC). The commercial space posted slight growth (0.1%) due to enterprise renewals and education deals, while holiday season promotions and gaming increased volume in the consumer segment. Notebooks performed positively across EMEA (+0.3%) with strong growth in CEE (+5.6%), though they remained negative for both MEA (-4.0%) and Western Europe (-0.1%). On the other hand, desktops were stronger in EMEA, eroding at a softer rate (-2.9%) with strong commercial demand across CEE (+8.0%).

"The overall Western European traditional PC market showed clear signs of strength," said Malini Paul, senior research analyst, IDC Western European Personal Computing Devices. "Although notebooks remained the primary growth driver, desktops emerged as a stronger category, declining at a softer rate. But results were varied within the region. While southern Europe witnessed solid results with Spain, Portugal, and Greece finally opening up their IT wallets for PCs, the Nordics slumped after several quarters of solid growth. Among the three big Western European economies, France outperformed Germany and the U.K."

In Western Europe, the overall traditional PC market contracted 1.3% YoY. Notebooks declined 0.1% YoY after several quarters of positive performance. On the other hand, although remaining negative, desktops showed some strength and decreased just 5.2% YoY. Southern Europe led growth, with France, Spain, and Portugal growing at 1.8%, 5.9%, and 32.2% respectively, followed by Benelux (2.7%). The U.K. is still negative, but it performed above expectations with a 2.7% decrease. On the other hand, the Nordics declined 3.2% with Sweden decreasing the most in terms of volume (-4.1%). DACH also performed negatively, with Germany declining in volume by 2.9%. The consumer PC market declined by 2.0%, although some back-to-school deals and demand for thin and light solutions are driving the segment. In addition, preparations for holiday promotions, such as Black Friday, helped boost volumes for consumers. On the other hand, the commercial space declined by 0.8%, though it benefited from the acceleration of Windows 10 adoption in large and very large enterprises and the continued adoption of portable form factors, especially convertibles, that offer greater mobility and flexibility.

"In line with the latest forecast the CEMA region reported flat growth of 1.0% YoY," said Nikolina Jurisic, product manager, IDC CEMA. "The CEE region continues to gain momentum, posting overall growth of 6.4% YoY, thanks to healthy demand from both the consumer and commercial sectors. The overall desktop market recorded further strong growth of 8.1% YoY. Demand was mostly driven by a few large deals across the region in both the corporate and public sectors, while the consumer sector saw a marginal yearly decline of 0.5% YoY. Gaming products are making inroads in the region, despite still limited volumes. The notebook market maintained healthy growth of 5.6% YoY driven by demand in the consumer space. There was a different picture for the MEA region, where the overall traditional PC sector remains constrained, reporting a 4.5% YoY decline. The corporate and government sectors offset the overall PC decline. Demand from the consumer space remains constrained across nearly all countries in the region."

Vendor Highlights

Traditional PC market consolidation is still progressing, and the top 3 vendors' share continued to grow in 2017Q3. The top 3 players accounted for 60.2% of the total market volume, compared with 57.0% in 2016Q3.

  • HP Inc. remained the largest vendor in EMEA, gaining 1.3% market share YoY to reach 27.2%. Robust notebook performance combined with strong desktop results supported some of the gains.
  • Lenovo continued in second spot, securing 21.3% market share (up by 1.2% YoY), primarily driven by notebooks and desktops in the commercial space, where the company clearly outperformed the market.
  • Dell Inc. retained its third position with a market share of 11.7% (up 0.8% YoY). In addition to solid growth of notebooks and desktops in the commercial space, strong notebook results in the consumer segment boosted growth.
  • ASUS faced another challenging quarter, with 8.9% market share. Its desktops declined further, but the company continued to consolidate its position in the notebook space in CEMA.
  • Acer Group ranked fifth, with 8.4% market share, mainly driven down by Western Europe and MEA. In CEE, however, the vendor reported double-digit growth demonstrating its stronger foothold.

Top 5 Companies: Europe, the Middle East, and Africa (EMEA) Traditional PC Shipments*

2017Q3 (Preliminary) (000 Units)

Company

2016Q3 Shipments

2017Q3 Shipments

2016Q3 Share

2017Q3 Share

YoY Growth

HP Inc.

4,635

4,837

26.0%

27.2%

4.4%

Lenovo

3,592

3,783

20.1%

21.3%

5.3%

Dell Inc.

1,942

1,943

10.9%

11.7%

6.8%

ASUS

1,833

1,570

10.3%

8.9%

-13.6%

Acer Group

1,699

1,491

9.5%

8.4%

-12.2%

Others

4,154

3,993

23.3%

22.5%

-3.9%

Total

17,854

17,761

100.0%

100.0%

-0.5%

Source: IDC Quarterly PCD Tracker (PC Pivot) EMEA Preliminary, 2017Q3, October 2017

Table Notes:

• Some IDC estimates were made prior to financial earnings reports.

• Shipments include shipments to distribution channels or end users. OEM sales are counted under the vendor/brand under which they are sold.

• Traditional PCs include desktops, notebooks, and workstations, and do not include tablets or x86 servers. Detachable tablets and slate tablets are part of the Personal Computing Device Tracker, but are not addressed in this press release.

• Data for all vendors is reported for calendar periods.

For more information on IDC's EMEA Quarterly Personal Computing Device Tracker or other IDC research services, please contact Vice President Karine Paoli on +44 (0) 20 8987 7218 or at kpaoli@idc.com. Alternatively, contact your local IDC office or visit www.idc.com.

Coverage