Indicators - Portables market

This week's Context tracks the market share of portables throughoutthe US, the UK, Germany, Italy and France

US

% MARKET SHARE
NOV 97
DEC
JAN 98
FEB
MAR
APR
IBM
30.3
33.2
36.5
34.2
42.1
42.9
Toshiba
21.1
25.3
26.8
24.7
21.2
18.5
Compaq
28.3
24.1
18.7
19.4
20.5
25.3
Hewlett Packard
5.0
3.7
3.8
5.7
5.7
5.5
NEC
3.0
4.2
7.0
8.2
4.4
2.6
Apple
4.1
3.5
2.3
2.2
1.1
1.0
AST
3.9
1.6
1.9
2.6
1.3
0.4
PC Clone
1.3
1.6
1.3
1.1
1.1
1.1
Texas Instruments
1.3
1.5
0.6
0.5
1.0
0.8
Hitachi
0.4
0.2
0.3
0.6
0.3
0.6
Sony
0.1
0.5
0.1
0.2
0.3
0.3

(C) US Data sourced from ZD Market Intelligence

UK

% MARKET SHARE
NOV 97
DEC
JAN 98
FEB
MAR
APR
Toshiba
45.6
42.3
50.4
46.8
52.5
45.1
IBM
24.7
31.7
22.8
24.0
15.6
24.8
Compaq
18.9
17.6
15.3
16.8
19.5
15.6
Other
4.5
4.1
5.9
4.0
3.9
4.5
Digital
2.3
0.5
1.8
1.6
5.3
4.0
Hewlett Packard
2.3
2.1
1.9
1.6
1.6
2.3
Fujitsu
0.7
1.1
0.7
0.7
0.5
2.4
Siemens Nixdorf
0.6
0.5
0.8
1.0
0.5
1.1
Dell
0.0
0.1
0.0
3.3
0.4
0.1
AST
0.2
0.1
0.3
0.2
0.1
0.2

(C) Context 1998

Germany

% MARKET SHARE
NOV 97
DEC
JAN 98
FEB
MAR
APR
IBM
34.7
36.3
42.4
42.7
21.9
36.0
Toshiba
33.0
33.7
24.1
25.5
29.9
32.0
Compaq
23.7
21.5
23.4
22.2
38.5
25.7
Other
5.2
4.8
5.4
5.2
5.4
5.2
Hewlett Packard
2.7
2.3
4.4
4.1
3.9
0.6
NEC
0.2
0.9
0.1
0.1
0.3
0.4
Siemens Nixdorf
0.4
0.2
0.3
0.2
0.1
0.1
Panasonic
0.1
0.1
0.0
0.1
0.0
0.1

(C) Context 1998

Italy

% MARKET SHARE
NOV 97
DEC
JAN 98
FEB
MAR
APR
Toshiba
29.3
29.1
27.3
34.8
34.9
27.6
IBM
12.9
22.9
22.5
10.4
12.2
21.1
Compaq
15.0
16.6
15.0
21.0
19.1
12.6
Texas Instruments
20.5
19.9
12.1
13.2
19.2
3.4
AST
9.9
7.2
18.3
8.6
5.0
28.4
Hewlett Packard
11.3
2.4
4.2
8.8
8.1
4.8
Other
0.7
1.8
0.3
3.1
1.5
1.9
Digital
0.3
0.1
0.2
0.1
0.1
0.2

(C) Context 1998

France

% MARKET SHARE
NOV 97
DEC
JAN 98
FEB
MAR
APR
Toshiba
53.0
54.5
53.4
43.9
47.9
47.4
Compaq
15.5
22.4
22.9
18.8
19.4
28.3
IBM
14.7
14.8
15.6
17.9
16.8
16.1
Other
11.1
1.4
2.1
13.5
11.5
3.0
Hewlett Packard
1.5
2.3
3.6
2.3
1.5
2.1
Digital
2.3
2.5
0.4
1.6
1.4
1.5
ZDS
0.4
1.1
1.2
0.9
1.1
0.9
AST
0.6
0.6
0.3
0.7
0.2
0.5
Siemens Nixdorf
1.0
0.5
0.6
0.3
0.3
0.3

(C) Context 1998.

Indicators - Portables share.

Context looks at the performance of hardware vendors selling portables in corporate resellers in the last two quarters.

US

% MARKET SHARE
TOTAL
IBM
36.8
Toshiba
22.8
Compaq
22.7
Hewlett Packard
4.9
NEC
4.8
Apple
2.3
AST
1.9
PC Clone
1.2
Texas Instruments
1.0
Hitachi
0.4
Sony
0.3

(C) US Data sourced from ZD Market Intelligence

The top three manufacturers account for 82.3 per cent of corporate resellers. Toshiba and Compaq are fighting for second position.

IBM leads by 14 per cent, after growing by 12.6 per cent over the six-month period. Toshiba's share fell by 2.6 points and Compaq's by three.

Apple's share has fallen below two per cent.

UK

% MARKET SHARE
TOTAL
Toshiba
47.6
IBM
23.1
Compaq
17.4
Other
4.4
Digital
2.8
Hewlett Packard
1.9
Fujitsu
1.0
Siemens Nixdorf
0.8
Dell
0.7
AST
0.2

(C) Context 1998

The top three manufacturers account for 88.1 per cent of the corporate market.

Toshiba sold twice as many portables as IBM over the past six months, peaking at 52.5 per cent in March. Toshiba usually accounts for more than 45 per cent of the segment. IBM is steady, with approximately 25 per cent share among resellers, while Compaq's share varies between 15 and 20 per cent.

Germany

% MARKET SHARE
TOTAL
IBM
35.3
Toshiba
29.7
Compaq
26.1
Other
5.2
Hewlett Packard
3.1
NEC
0.3
Siemens Nixdorf
0.2
Panasonic
0.1

(C) Context 1998

The top three vendors account for 91.1 per cent of the channel's sales of portables.

IBM sold almost twice as many machines in January as its challenger, Toshiba. By March, Toshiba had overtaken IBM, but Compaq had taken over the number one spot and in April the difference in market share between IBM and Toshiba had fallen to less than four per cent.

Italy

% MARKET SHARE
TOTAL
Toshiba
30.5
IBM
17.2
Compaq
16.5
Texas Instruments
14.6
AST
13.1
Hewlett Packard
6.5
Other
1.5
Digital
0.2

(C) Context 1998

The top three vendors own only slightly more than two-thirds of resellers' sales, making Italy the most fragmented reseller market.

IBM gained 8.2 percentage points, ending up with 21.1 per cent in April. Toshiba leads, with more than 25 per cent in April. Texas Instruments is fading fast - its share dropped from, 20.5 per cent in November 1997 to 3.4 per cent in April.

France

% MARKET SHARE
TOTAL
Toshiba
50.0
Compaq
21.3
IBM
16.0
Other
7.0
Hewlett Packard
2.1
Digital
1.7
ZDS
0.9
AST
0.5
Siemens Nixdorf
0.5

(C) Context 1998

The top three vendors sold more than 87.3 per cent of the portables that went through resellers over the six-month period.

Toshiba is way ahead of its rivals in France, with half the market, compared with Compaq's 21.3 per cent and IBM's 16 per cent. Toshiba has always maintained a share of more than 40 per cent and was up to 54.5 per cent in February.

Compaq almost doubled its share, from approximately 15 per cent in January to nearly 30 per cent in April.