Microsoft's surface has moved from breakthroughs to pace the American PC market when the company exploded the five largest PC vendors in the third quarter, according to research firm Gartner. But other forces can create things even more in the coming months.
Gartner anticipates Intel's CPU deficiency will continue until 2019, but has no apparent effects on PC demand. AMD will simply pick up Intel's slack while Intel prioritizes the high-end PC market, the company said. Windows PCs do not even show the strongest growth. That crown goes to Chromebooks, which grew with two digits in the United States, "said Gartner.
This means: Although PCs have continued to endure their expectations and maintain flat to weak sales growth, total shipments increased 0.1
Superb cracking USA's top 5
Microsoft pushed Acer to reach fifth spot in US PC shipments, with 602,000 units sold. Apple's shipments fell by 7.6 percent, and the company is now fourth with 2.02 million Macs sold in the quarter. HP, Dell and Lenovo top lists.
Rival analyst firm IDC did not include Microsoft among the top five suppliers for two reasons. Firstly, only worldwide broadcast PC shipments, and not a US-specific tally. But more importantly, it does not count Windows tablets like PCs, except for much of Microsoft's product line.
Yet, it is an impressive win for Microsoft, which originally entered the market as a way to pave the way for innovative PC design like the early Surface tablets. Surface Pro, Surface Book and Surface Laptop Microsoft's partners are now much challenging, although the company also offers products such as Surface Hub and Surface Studio, which have no real direct competition.
Overall, though, Microsoft has not reached such high heights, followed by Lenovo, HP, Dell, Apple, Acer and Asus, respectively.
Effects of Intel's CPU Deficiency
So far, Intel's sputtering has shifted to 10nm due to lack of deficiencies, but without too many consequences both companies said. Whether it is changing or not the question.
"Intel CPU deficiency could affect the PC market in the future with price increases and changes in the supplier landscape," wrote Mikako Kitagawa, chief analyst at Gartner. "Although this shortage will have some short-term effects, Gartner does not see any lasting impact on overall PC demand. Current expectation is that the shortage will continue in 2019, but Intel will prioritize the advanced CPU and CPUs for business PCs . In the meanwhile, AMD will pick up the part of the market where Intel can not deliver CPUs. "
IDC generally agreed. "Q3 came better than expected," said Jay Chou, research director of IDC's Personal Computing Device Tracker. "But the prospect remains uncertain when we enter the holidays when the volume will be strengthened by many consumer-oriented campaigns on entry level [computers]. AMD supply can help with processor needs, but it will also take time for [PC makers] to specify in multiple models. "