Strategy Analytics: HP Narrowly Wins #1 Notebook Share Amid Strong Back-to-School Demand

Global Chromebook market share reached 16% in Q3 2020, more than doubling shipments year-on-year

HP edged out Lenovo for the first time in years by a slim margin to regain leadership in the notebook PC market. Overall, the industry picked up pace last quarter as the world moves on to new options of remote working, education and digitalisation, driving 34% year-on-year shipment growth, according to Strategy Analytics’ latest report. This high growth rate was actually limited by tight supply in the face of record demand, adding more drama to the competitive landscape as winter and more COVID lockdowns approach.

The full report from Strategy Analytics’ Connected Computing Devices (CCD) service, Preliminary Global Notebook PC Shipments and Market Share: Q3 2020 Results can be found here: https://www.strategyanalytics.com/access-services/devices/tablets-and-pcs/connected-computing-devices/market-data/report-detail/preliminary-global-notebook-pc-shipments-and-market-share-q3-2020-results-121120

Chirag Upadhyay, Senior Research Analyst said, "The third quarter would have been even more productive for some vendors if they were able to deliver more devices to meet high demand. Supply will remain a key concern as demand is expected to stay high amid rising COVID-19 infections around the world as the Northern Hemisphere enters a very difficult winter. With the pandemic still lingering across the globe, consumers have started their purchases before the holiday season to prepare for the new ‘normal’ of working and studying from home."

Eric Smith, Director – Connected Computing added, "Chromebook delivered strong growth in both commercial and consumer segments as the operating system remained the favourite option for schools and students in developed markets. Meanwhile, the Gaming and Ultramobile segments performed very well as consumers spent more money on notebooks being used for multiple tasks (entertainment and productivity) for an extended period of time."

Exhibit 1: HP Shipment Growth Outpaced the Market, Barely Putting Market Share over the Top¹

Global Notebook PC Shipments by Vendor (Preliminary Results, Millions of Units)
Vendor		Q3 '20	Q3 '19	Quarterly Growth Y/Y
HP		14.7	10.3	43%
Lenovo		14.6	11.7	25%
Dell		8.5	7.2	18%
Apple		6.0	4.3	39%
Acer		4.9	3.7	34%
Others		13.4	9.1	48%
Totals		62.2	46.2	34%
Global Notebook PC Market Share by Vendor (Preliminary Results, % of Total Shipments)
Vendor		Q3 '20		Q3 '19
HP		23.6%		22.2%
Lenovo		23.6%		25.3%
Dell		13.7%		15.6%
Apple		9.7%		9.3%
Acer		7.9%		8.0%
Others		21.6%		19.6%
Totals		100.0%		100.0%
Source: Strategy Analytics' Connected Computing Devices service

Exhibit 2: Chromebook Shipments More than Doubled Due to Back-to-School and e-Learning Demand¹

Global Notebook PC Shipments by Operating System (Preliminary Results, Millions of Units)
Operating System			Q3 '20	Q3 '19	Quarterly Growth Y/Y
Windows			45.3	36.8	23%
Chrome			10.0	4.5	124%
MacOS			6.0	4.3	39%
Others			0.8	0.6	34%
Totals			62.2	46.2	34%
Global Notebook PC Market Share by Operating System (Preliminary Results, % of Total Shipments)
Operating System			Q3 '20		Q3 '19
Windows			72.8%		79.6%
Chrome			16.1%		9.7%
MacOS			9.7%		9.3%
Others			1.4%		1.4%
Totals			100.0%		100.0%
Source: Strategy Analytics' Connected Computing Devices service

1 All figures are rounded

Strategy Analytics, Inc. is a global leader in supporting companies across their planning lifecycle through a range of customized market research solutions. Our multi-discipline capabilities include: industry research advisory services, customer insights, user experience design and innovation expertise, mobile consumer on-device tracking and business-to-business consulting competencies. With domain expertise in: smart devices, connected cars, intelligent home, service providers, IoT, strategic components and media, Strategy Analytics can develop a solution to meet your specific planning need. For more information, visit us at www.strategyanalytics.com

Source: Strategy Analytics, Inc.

#SA_Devices

November 17, 2020