New White-box Research Leads to Change in Size of PC Market, According to IDC

FRAMINGHAM, MA – JUNE 12, 2002 – Understanding the role of white-box PC makers and their contribution to PC shipments has historically been one of the major challenges in tracking the PC market. To address the growing role of these smaller PC makers, IDC launched a global effort to identify a greater number of white-box players around the world and track their business. The results of these efforts are improved data on white-box assemblers around the world and an increase in the size of the worldwide PC market.

 

"Tracking these non-branded PC assemblers has been difficult because of their small size and focus on niche markets," said Loren Loverde, director of IDC's Worldwide PC Tracker. "Using components to track this market is also difficult because of limited information on shipments between regions, inventory, and components that don't go into new PCs." To improve tracking of the white-box market, IDC combined local surveys and knowledge covering smaller assemblers, component availability, pricing, segment and economic trends, and other local factors with a solid understanding of component supply. "Our network of global experts and local analysts gives us a unique ability to track these small, yet diverse, players, and to understand their role in the overall market," Loverde said.

"We're happy to see this new research as understanding and tracking the global white-box marketplace is very important to Intel," said Gordon Dolfie, Director of Product Marketing, Reseller Products Group, Intel. "Addressing the needs of local computer assemblers around the world helps the industry evaluate opportunities in the white-box PC marketplace, as well as in many related segments that depend on PCs."

Highlights

New research integrates global supply analysis with local information to track white boxes by segment within 55 countries

PC shipments increased 6.3% worldwide in 2001

Change does not affect shipments of major vendors; however, market share is affected proportionally

Revised data more accurately reflects the role of white-box players in local and global markets – improving analysis of PC and related markets

Additional details on the white-box research and changes to the PC market size can be found in IDC's Worldwide Quarterly PC Tracker and research titled Summary of White-box Research and Impact on PC Market. A release later this week will address IDC's updated PC market forecast.

For more information or to purchase the Worldwide PC Tracker, contact Kathy Nagamine at

650-962-6423 or email knagamine@idc.com.

Top 5 Vendors, Worldwide PC Shipments – After Adjustment

(Units Shipments are in thousands)

2001 2001 Market 2000 Market Growth

Rank Vendor Shipments Share Shipments Share 2001/2000

1 Dell 17,235 12.9% 14,801 10.6% 16.4%

2 Compaq 14,673 11.0% 17,399 12.5% -15.7%

3 Hewlett-Packard 9,309 7.0% 10,327 7.4% -9.9%

4 IBM 8,292 6.2% 9,309 6.7% -10.9%

5 Fujitsu Siemens 6,022 4.5% 6,582 4.7% -8.5%

Others 77,935 58.4% 80,638 58.0% -3.4%

All Vendors 133,466 100.0% 139,057 100.0% -4.0%

Source: IDC, 2002

Top 5 Vendors, Worldwide PC Shipments – Before Adjustment

(Units Shipments are in thousands)

2001 2001 Market 2000 Market Growth

Rank Vendor Shipments Share Shipments Share 2001/2000

1 Dell 17,235 13.7% 14,801 11.2% 16.4%

2 Compaq 14,673 11.7% 17,399 13.2% -15.7%

3 Hewlett-Packard 9,310 7.4% 10,327 7.8% -9.9%

4 IBM 8,292 6.6% 9,309 7.0% -10.9%

5 Fujitsu Siemens 6,023 4.8% 6,582 5.0% -8.5%

Others 69,976 55.8% 73,764 55.8% -5.1%

All Vendors 125,509 100.0% 132,183 100.0% -5.0%

Source: IDC, 2002

Top 5 Vendors, Worldwide PC Shipments – Difference

(Units Shipments are in thousands)

2001 2001 Market 2000 Market Growth