Lenovo And Dell Seeing PC Growth in US, But CPU Shortage Takes A Toll On Overall Market (crn.com)

Lenovo's resurgence in the U.S. PC market continued during the final quarter of 2018 with gains in both shipments and market share, while Dell also saw growth in the fourth quarter in spite of supply chain and market challenges, according to research firm Gartner. From a report: It marked the third quarter in a row that Lenovo enjoyed strong growth in the U.S. PC market, solidifying the company's position as the No. 3 player in the market ahead of Apple and Microsoft--but still trailing well behind HP and Dell. However, overall PC shipments in the U.S. slid 4.5 percent during the fourth quarter compared to the same period a year earlier, Gartner reported. In a news release, Gartner analyst Mikako Kitagawa blamed the decline in part on market uncertainties -- given that the quarter is "typically a buying season" for businesses looking to use up budget money by the end of the year.

Comments

important clarification from TFA

[nimbius]

this CPU shortage is only for Intel CPUs. AMD's Ryzen platform is not experiencing supply chain problems at all, but the likelyhood anyone at Lenovo or Dell has the muscle to steer the ship away from Intel is pretty slim.