For weeks, there have been signs that the public was not buying new PCs over the holidays in the numbers many had hoped. Now add to them new figures from IDC, one of the best-known scorekeepers for the market, showing that worldwide PC shipments declined 6.4 percent in the fourth quarter from a year earlier.
That decline was worse than the 4.4 percent drop that IDC had previously forecast for the fourth quarter. It was also a sign that the biggest thing to happen to the PC business in years — Microsoft’s release of the Windows 8 operating system and the millions of dollars that went into promoting it — did not rescue an industry that suffered a nasty sales slump for most of last year.
Collectively, PC companies shipped 89.8 million computers over the fourth quarter, compared to 95.9 million a year earlier.
The challenges of the PC business lately have been well documented, all factors causing the soft holiday sales, including the inclination of people to buy tablets like the iPad instead of laptops.
But the PC market also appeared to be hurt by a mismatch between the touch capabilities in Windows 8 that Microsoft advertised so heavily and the types of PCs on most store shelves, many of which did not have touch screens. Loren Loverde, an analyst at IDC, said in an interview that Microsoft and its hardware partners needed to introduce newer PC designs that could more fully exploit Windows 8.
“It would really behoove the PC industry to get out there and deliver a consistent message,” he said.
IDC does not include sales of tablet computers in its PC shipment numbers, even devices like Surface, the first version of which runs a variation of Windows 8 called Windows RT. But sales of Surface and other Windows tablets were estimated to be modest enough over the holidays that they probably would not have made a significant change in the numbers of the PC business had IDC included them, according to Mr. Loverde. IDC has not yet released its estimates for tablet sales over the holidays.
Another research firm, Canalys, painted a bleaker outlook for the PC market with a report released earlier in the day. “The launch of Windows 8 did not reinvigorate the market in 2012, and is expected to have a negative effect as we move into 2013,” said Tom Evans, a Canalys analyst, said in the report. “Windows 8 is so different to previous versions that most consumers will be put off by the thought of having to learn a new OS.”
Unlike other research firms, Canalys includes tablets in its estimates of PC market shipments. As more people buy tablets made by Apple and devices running various flavors of Google’s Android operating system, Canalys estimated that the share of PCs running Windows and Intel chips would fall to 65 percent in 2013 from 72 percent last year.
Microsoft and Intel will suffer further, with the Wintel PC market share expected to decline to 65 percent in 2013, from 72 percent in 2012.
Bits Blog: Windows 8 Failed to Reverse PC Slump During Holidays
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Bits Blog: Windows 8 Failed to Reverse PC Slump During Holidays
