Ever since IBM sold its PC business -- consisting of desktop and notebook computers -- to Lenovo of China, I've always had a vague sense of Lenovo-who? Especially because their ThinkPad notebook computers look identical to when IBM made them.
But now it's time to to put the sense of puzzlement behind me, as stats this week show Lenovo being one quarter away from becoming the largest shipper of PCs globally, putting lie to Jobsian claim we live in a Post-PC world. One company shipping in three months 13 million PCs isn't pocket change. (But neither are 20 million iPads, according to one estimate.)
As much as I dislike Microsoft and its tactics, I do agree with Other Steve's pronouncement that this is a PC-Plus world -- PCs plus all the other devices, as the many USB cables snaking from my desktop attest.
HP needs to lose sales by just 0.3% more, and Lenovo rises to the #1 spot, selling more PCs than anyone else. Looking at the change-in-sales trajectories, this should be no problem, what with HP falling 12% last quarter and Lenovo rising 15%, according to Gartner.
For the record, 87 millions PCs shipped last quarter, with the top five shippers of PCs being
- HP
- Lenovo
- Acer Group
- Dell
- ASUS
Source: http://www.gartner.com/it/page.jsp?id=2079015
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