What They Say
Canalys put out a press release with its report on Q3 system sales. As well as its PC sales numbers, the company showed the strong growth in the Chromebook segment – up 122% year on year.
PCs (including tablets) were also well up (+23% year on year) with Lenovo ahead of Apple, then HP, Dell and Samsung.
|
Worldwide tablet shipments (market share and annual growth) |
|||||
|
Vendor (company) |
Q3 2020 |
Q3 2020 |
Q3 2019 |
Q3 2019 |
Annual |
|
Apple |
15,233 |
34.4% |
10,364 |
33.2% |
47.0% |
|
Samsung |
9,035 |
20.4% |
5,025 |
16.1% |
79.8% |
|
Huawei |
5,096 |
11.5% |
3,689 |
11.8% |
38.1% |
|
Amazon |
4,993 |
11.3% |
4,630 |
14.8% |
7.9% |
|
Lenovo |
4,196 |
9.1% |
2,531 |
8.1% |
58.9% |
|
Others |
5,739 |
13.4% |
4,958 |
15.9% |
19.3% |
|
Total |
44,293 |
100.0% |
31,197 |
100.0% |
43.3% |
|
Note: Unit shipments in thousands. Percentages may not add up to 100% due to rounding. |
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The company also posted some useful data on brand shares in the Chromebook market. HP did very well out of the market with sales more than doubled and stayed in the lead, although Lenovo was up 351.2% on last year, doubling its market share from 9.3% to 18.9% at the expense of Dell and Acer.
“Chromebooks emerged as the centerpiece of the education segment’s digital response to the COVID-19 pandemic”, said Ishan Dutt, Canalys Analyst. “Uncertainty in how school terms will proceed remains at the forefront of educators’ minds in the face of secondary lockdowns and protocols related to dealing with infections within a school’s population. As a result, institutions turned to Chromebooks to deliver a relatively budget-friendly and easy to manage contingency to ensure minimal disruption over the course of the school year. Furthermore, Chromebooks have played an important part in satisfying consumers’ and SMBs’ needs to get their hands on a basic computing device. Although production and distribution ramped up, the huge surge in demand led to orders being unfulfilled, and Canalys expects high shipment volumes to continue into the start of 2021.”
|
Worldwide Chromebook shipments (market share and annual growth) |
|||||
|
Vendor (company) |
Q3 2020 |
Q3 2020 |
Q3 2019 |
Q3 2019 |
Annual |
|
HP |
3,235 |
34.1% |
1,491 |
35.0% |
116.9% |
|
Lenovo |
1,793 |
18.9% |
397 |
9.3% |
351.2% |
|
Dell |
1,392 |
14.7% |
958 |
22.5% |
45.3% |
|
Acer |
1,345 |
14.2% |
827 |
19.4% |
62.6% |
|
Asus |
1,078 |
11.4% |
490 |
11.5% |
120.4% |
|
Others |
637 |
6.7% |
100 |
2.4% |
536.0% |
|
Total |
9,481 |
100.0% |
4,264 |
100.0% |
122.4% |
|
Note: Unit shipments in thousands. Percentages may not add up to 100% due to rounding. |
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What We Think
It’s unusual to see such massive and rapid shifts in brand share in the PC market. Lenovo has really put itself in a strong position in Q3 and I wouldn’t bet against the company staying there. (BR)
