IHS figures confirm Lenovo as 3rd largest PC manufacturer

Lenovo overtakes Acer, the latter having slipped from second place to fourth since 2010

September 21, 2011
Lenovo IdeaPad U300

Figures from IHS have confirmed the findings of fellow analyst firm Gartner, with Acer now dropping from the position of third most prolific PC manufacturer to fourth, and Lenovo taking its place.

Data for the second quarter compiled in the IHS iSuppli Compute Platforms Q3 2011 Market Tracker showed HP on top and Dell in second place.

Lenovo moved up to third with 10.2 million shipments in Q2, up around 25% on both the previous quarter, and the same quarter in 2010.

Fortune didn’t favour Acer, however, with the firm slumping from third to fourth, with its 8.9 million shipments down 4% from the previous quarter, and down 20% year-on-year.

This isn’t the first time Lenovo has been ranked third in the PC business, mind, with the company briefly achieving that status in some quarters from 2005 to 2007, but not recently.

Matthew Wilkins, principal analyst, compute platforms for his, commented: “Beyond the continuing strength in its home market of China – where the both the economy and PC demand continued to expand vigorously – Lenovo’s performance in the second quarter was boosted by rising sales in other regions.”

“These regions included the broader Asia-Pacific area, as well as the United States, with Lenovo performing well in those places because of demand from the enterprise segment. Meanwhile, Acer suffered from inventory problems, particularly in Western Europe, which lowered its shipments and resulted in lost market share.”

Acer’s fall from grace has been quite surprising, however, as it was the number two PC vendor as recently as last year.

There was better news for Apple and Samsung, who aside from Lenovo were the only companies to achieve double-digit year-on-year growth in Q2. Apple was ranked seventh and Samsung just behind it in eighth.

As an overall industry, the IHS figures showed the PC market grew 3.7% year-on-year in the second quarter, with shipments of 85.6 million units globally. That’s considerably larger growth levels than Gartner indicated with its figure of 2.3%, but either way we’re still talking modest gains.


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