"In the first quarter of 2009, inventory re-stocking played a major role in shipment growth, but this was less of a factor in the second quarter," stated Mikako Kitagawa, principal analyst at Gartner. "Though the market was still in decline, the better than expected results can be interpreted as a small sign of a PC market recovery in terms of shipment volumes in some regions. PC shipments in Asia/Pacific and the U.S. were better than our expectation, while shipments in the Europe, Middle East and Africa (EMEA) region indicated on-ongoing weakness."
PC shipments in the U.S. totaled 16.4 million units in the second quarter of 2009, a decline of 1.2% from the second quarter of 2008. Those results also beat Gartner's expectation of a 12% year-over-year decline. Desk-based PCs continued to show a double-digit decline, while mobile PC shipments showed strength with an increase in the 20% range.
"Mini-notebooks aside, some vendors had very aggressive pricing of regular mobile PCs below $500 at U.S. retailers," Kitagawa noted. "Aggressive pricing determined the winners and losers for market share gains in the U.S. consumer market."