Tuesday, January 28, 2003
2002 Market Share Numbers Start to Trickle Out
Posted by Ed Hansberry in "THE COMPETITION" @ 10:00 AM
There are a number of market share reports coming out. Yahoo is reporting that global PDA shipments are down 9% over all in 2002 compared to 2001, and it is across the board. Enterprise shipments are there with 30% of the market but this is not yet up to the levels expected by 2002. The slump in the tech sector is hurting all technology spending and PDAs are being pulled down with everything else. Consumers makeup the other 70%.
Globally, Palm is still #1 in shipments with 4.4 million units shipped, 12.2% below their 5.1M in 2001. HP is #2 with 1.6M units, 27.2% below the 2.2M shipped in 2001. HP's numbers for both 2001 and 2002 represent a combined HP/Compaq. Sony is #3 with 1.3M shipments. Palm's market share was maintained by the Zire, a $99 Palm OS 4 device that made up one third of Palm's shipments since its release in October of 2002.
The Pocket PC overall though is gaining ground, thanks to smaller players like Toshiba, which has jumped to #5 world wide. PalmOS has 55% of the market and Pocket PC has 26% globally. Think about that. For every two Palm's sold, one Pocket PC is sold. :) We are getting there folks! Note too that none of these numbers are materially affected by Dell, which didn't get into the PDA market with the Axim until late November and were (and still are) plagued with backorders. They sold 51,000 Axims in December. Lets see what they do when they get the X5 ramped up to meet demand and when they round out their product line with the rumored X3 and X7.
I hope that 2002 proves to be a valuable lesson to HP. Riding high in 2001 on the success of the iPAQ, they released a slightly updated 3800 that included an integrated SD slot. The model did well for the first few quarters. HP then released an even less slightly updated 3900 at what many considered to be an insanely high priced $599-$759, depending on the features. It wasn't until December that you could get the radically different 1910 and a more reasonably priced 5400 that cost less than the high end 3900 and added WiFi and biometrics.
Here is hoping to a better PDA market overall in 2003. Todd Kort, a Gartner analyst, is projecting a 10-15% growth in the PDA market in 2003.
There is more info in a News.com. Canalys also released some information specific to the European market. Thanks to all the little people that sent these links in. ;) Too many to name. Keep those links coming!
Globally, Palm is still #1 in shipments with 4.4 million units shipped, 12.2% below their 5.1M in 2001. HP is #2 with 1.6M units, 27.2% below the 2.2M shipped in 2001. HP's numbers for both 2001 and 2002 represent a combined HP/Compaq. Sony is #3 with 1.3M shipments. Palm's market share was maintained by the Zire, a $99 Palm OS 4 device that made up one third of Palm's shipments since its release in October of 2002.
The Pocket PC overall though is gaining ground, thanks to smaller players like Toshiba, which has jumped to #5 world wide. PalmOS has 55% of the market and Pocket PC has 26% globally. Think about that. For every two Palm's sold, one Pocket PC is sold. :) We are getting there folks! Note too that none of these numbers are materially affected by Dell, which didn't get into the PDA market with the Axim until late November and were (and still are) plagued with backorders. They sold 51,000 Axims in December. Lets see what they do when they get the X5 ramped up to meet demand and when they round out their product line with the rumored X3 and X7.
I hope that 2002 proves to be a valuable lesson to HP. Riding high in 2001 on the success of the iPAQ, they released a slightly updated 3800 that included an integrated SD slot. The model did well for the first few quarters. HP then released an even less slightly updated 3900 at what many considered to be an insanely high priced $599-$759, depending on the features. It wasn't until December that you could get the radically different 1910 and a more reasonably priced 5400 that cost less than the high end 3900 and added WiFi and biometrics.
Here is hoping to a better PDA market overall in 2003. Todd Kort, a Gartner analyst, is projecting a 10-15% growth in the PDA market in 2003.
There is more info in a News.com. Canalys also released some information specific to the European market. Thanks to all the little people that sent these links in. ;) Too many to name. Keep those links coming!
