HP gained an appreciable lead over competitor Dell in the workstation space during the third quarter, which showed "robust" growth, according to a Jon Peddie Research report.
Led by Hewlett-Packard and Dell, the workstation market is on a steady march back to pre-economic-downfall levels, Jon Peddie Research
reported in a Dec. 7 statement.
During the third quarter, the industry shipped 849,700 workstations,
representing a 31.8 percent year-over-year growth. Moreover, JPR
analyst Alex Herrera found the quarter to be "Goldilocks-ideal: not too
hot, not too cold." Sequential growth was 6.9 percent-an
ideally moderate figure said to reduce the potential for a "double-dip
HP and Dell have competed aggressively in this space, with HP
grabbing the lead in the third quarter of 2009 and Dell quickly
afterward surging to compete neck-and-neck. During the most recent
quarter, however, HP proved itself to be "decidedly back on top as
workstation volume leader," said the statement. Establishing an
"appreciable gap" during the quarter, HP commanded 40.5 percent of the
market to Dell's 37.5 percent market share.
"The question is not so much about where HP's fortunes are headed,"
wrote JPR, "but more whether Dell is willing-and the firm believes
it's able, provided it's willing-to keep up."
In the workstation-related market for professional graphics hardware,
the third quarter went beyond the expected slowdown and into an actual
dip. Worldwide, units totaled 1.14 million shipments, which was down
9.5 percent sequentially and beyond what JPR calls a "typical cyclical
norm." Despite the double dip, the firm found an unexpected upside.
"Herrera believes the second dip was likely more symptomatic of
exaggerated cyclical conditions than an indication of another
substantial dive for both graphics and workstations," reports JPR.
"Because by no means was the whole professional graphics market down.
Mobiles were essentially flat, and there was good news to be found in
the near 9 percent sequential growth of 3D cards (as both Nvidia and
AMD were ramping new generation models)."
Dragging down the market, then, was the 2D card sub-segment, which
fell to 333,600 from 497,500 the quarter before. Again, however, JPR
was optimistic, offering that shipments had been "running a bit too
hot" earlier, and the fall likely isn't indicative of any longer-term
In the mainstream PC market, HP similarly bested Dell during the
third quarter, shipping 15.4 million units worldwide, for 17.5 percent
of the market. However, also outselling Dell was Acer, which shipped
11.5 million units to Dell's 10.8 million, according to an October
report from Gartner.
In the United States, HP still came out on top, with 4.5 million
units shipping, but Dell was close behind, with sales of 4.2 million
units. Acer finished well behind in third place, shipping 1.8 million
units, followed by Apple, with 1.8 million units, and Toshiba, with 1.6