Dell and HP, which both report earnings on Thursday, are doing just fine in 2021. Pictured is a Dell laptop computer displayed during the 2018 Consumer Electronics Show in Las Vegas, Nevada, on January 9, 2018.
But shipments for HP and Dell both rose from a year ago, by 20% and 10.5% respectively. Apple’s shipments, on the other hand, fell about 3%. The Canalys numbers include tablets as well, so iPads are part of the overall Apple figures.
The numbers for HP and Dell are “fantastic news for PC vendors,” said Brian Lynch, research analyst at Canalys, in the second quarter report.
“The commercial and education segments have exploded,” he added. “The US economy has bounced back well from its pandemic woes and small businesses are recovering, which will lead to a wave of purchasing from the segment.”
HP and Dell are global leaders in PCs too…although Lenovo rules the market worldwide with a 24% share, according to data from Gartner. HP and Dell are second and third. Apple is fourth globally, with less than a 10% share.
Both companies also have a lot going for them beyond the traditional PC business.
Dell is a leader in the server market for big businesses and has become a major player in storage and security thanks to its EMC acquisition in 2015. It also is a top seller of high-end laptops and desktops for gamers through its Alienware unit.
