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Strong demand in Europe as well as better than expected results in Canada and Latin America boosted shipments to 397 million, roughly 1-2% ahead of forecast. Aggressive prices continue to fuel both consumer and commercial replacements, particularly for desktop systems. While portable growth remains strong, demand shifted toward desktops during the second quarter. "Demand in Europe, supported by the strong Euro and aggressive promotions, was the biggest driver of the quarter," said Loren Loverde, director of IDC's Worldwide Quarterly PC Tracker. "Consumer demand and commercial replacements seem fairly steady across the major regions with growth slightly slower than expected in Asia, and faster in Europe, Canada and Latin America. Overall growth remains solid and strength in Europe bodes well for the second half of the year." "Despite warnings from some sectors of the information technology industry, the recovery seems to be holding steady for now," said Roger Kay, vice president of Client Computing at IDC. "Consumers remain excited by digital media, and commercial organizations are in the full flood of PC replacement. This trend should persist at least through the end of the year." Regional Outlook more * United States - The United States showed strength in all segments except federal government, which suffered from a difficult compare with the year-ago quarter. The breadth of segment participation bodes well for a continued recovery as the US market swings into the back half of the year. Seasonal buying trends should come into play, as back-to-school, public sector, and consumer purchasing sustain market momentum. Corporate refreshes as well as an uplift in consumer renewals, stimulated by attractive systems & bundles in retail helped boost desktop growth. Portable growth remained above 25%, but slowed from the prior quarter. Growth remained positive in Q2, but slowed from the first quarter. Vendor Highlights more * Dell - Dell maintained its lead in total worldwide shipments and sustained double-digit growth across all regions. Growth outside the US and Japan was particularly strong at 30% or more in each region. Portables and x86 Server growth also remained strong with each capturing a record share of shipments. Strong portables growth was consistent with the overall market while corporate buying helped support overall volume. Rising enterprise demand and strong performances in Europe and Asia helped boost overall results. However, overall results were held back by a decline in Japan. OEM sales are counted under the vendor/brand under which they are sold. This reflects the legal status of the companies, which merged during the first quarter of 2004. OEM sales are counted under the vendor/brand under which they are sold. Source: IDC, July 15, 2004 IDC's Worldwide Quarterly PC Tracker gathers PC market data in 55 countries by vendor, form factor, brand, processor brand and speed, sales channel and user segment. The research includes historical and forecast trend analysis as well as price band and installed base data.
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