Worldwide PDA Shipments Fall 12% - HP Shows Huge Growth

[Ed Hansberry]

<a href="http://www.idc.com/getdoc.jsp?containerId=pr2004_04_25_223538">http://www.idc.com/getdoc.jsp?containerId=pr2004_04_25_223538</a><br /><br />"The worldwide market for handheld devices declined in the first quarter of 2004 due to seasonally sluggish demand and vendor re-focusing. According to IDC’s Worldwide Handheld QView, device shipments decreased 11.7% year-on-year in 1Q04 and dropped sequentially 33.1% to 2.2 million units."<br /><br /><img src="http://www.pocketpcthoughts.com/images/hansberry/2004/20040430-markeshareworldwide.gif" /><br /><b>Shipment Chart:</b> Note that numbers in italics were derived by using statistics from a year old report. The IDC press release didn't have enough info to accurately calculate palmOne and "other" from 2003. Given I knew the totals, values for the other OEMs and some historical data to work with, they are close enough to use in this comparison.<br /><br />Not only did HP gain significant market share in the first quarter of this year, they sold 24.8% more devices verses the same quarter last year. Dell showed slight growth. PalmOne showed a slight decline while Toshiba and Sony showed huge declines.

[Zack Mahdavi]

Wow, HP is really pushing to be the PDA leader. I can't see HP getting the number one slot, however, unless they come out with a real Zire competitor. These reports are based on the number of units sold. If Palm didn't have the Zire, I don't think they'd be number one, as I'm sure those $79 and $99 units make up a huge percentage of sales these days.

However, things like the Zire don't make companies money, so if HP can stay very profitable at number 2, then so be it. :)

[orol]

hm I'm surprised with 2 things.

the huge decline of toshiba and sony sales. both offered GREAT PDAs and didn't succeed.

I guess there are really not so many tech savvy users.

[Ed Hansberry]

hm I'm surprised with 2 things.

the huge decline of toshiba and sony sales. both offered GREAT PDAs and didn't succeed.
Toshiba has horrible customer satisfaction issues - all those e740 users denied the WM2003 upgrade? You couldn't pay me to buy a new Toshiba until I see evidence they have cleaned their act up.

Sony - all flash, no muscle IMHO.

[bdegroodt]

Hey Ed! How is it that Palm gain market share but shipped fewer units? Or am I reading this wrong?

Never mind. I got it. Less units shipped in the quarter by all, thus an increase in percentage, but reduction in units.

[huangzhinong]

hm I'm surprised with 2 things.

the huge decline of toshiba and sony sales. both offered GREAT PDAs and didn't succeed.
Toshiba has horrible customer satisfaction issues - all those e740 users denied the WM2003 upgrade? You couldn't pay me to buy a new Toshiba until I see evidence they have cleaned their act up.

Sony - all flash, no muscle IMHO.

why should e740 get wm2003 upgrade? did jornada 568 get wm2003 upgrade? Both are discontinued products before wm2003 was released.

e750 had the wm2003 upgrade, some of which was even free.

[surur]

C-net (http://zdnet.com.com/2100-1103_2-5203062.html) seems to have a different spin on the figures

Microsoft closing in on PalmSource

PalmSource, the market leader, closed the quarter with a whopping 20.7 percent drop in market share, according to initial data released Friday by research firm Gartner.

The drop comes as global handheld devices shipments slumped by 4.6 percent, according to research firm IDC.

Gartner's report found that the market share held by Palm's operating system slipped to 40.7 percent, while the Windows CE market share grew by 5 percent to 40.2 percent. Microsoft licensees have been steadily chipping away at the Palm OS lead since 2000, when Microsoft accounted for 11 percent of the market for handhelds.


So things are 50/50 now... Like 1997 Netscape vs IE?

Surur

[oom]

o.k. let me get the ball rolling:

Ed you suck, you Micr$oft fanboy. You are so biased towards windblows mobile on this PPC website it makes me sick. Next you are going to say POS does not do real multitasking. :wink:

isn't this what this thread always turns into when ever Ed posts anything positive about Windows moblie and PPCs

craig
this post was brought to you by the if you can not regognize sarcasm, poke it with a stick consortium.

[Zack Mahdavi]

o.k. let me get the ball rolling:

Ed you suck, you Micr$oft fanboy. You are so biased towards windblows mobile on this PPC website it makes me sick. Next you are going to say POS does not do real multitasking. :wink:

isn't this what this thread always turns into when ever Ed posts anything positive about Windows moblie and PPCs

craig
this post was brought to you by the if you can not regognize sarcasm, poke it with a stick consortium.

lol... good one.. :)

[James Fee]

What this show to me is HP reacted very well to the entry of Dell into the marketplace. I see Dell's marketshare as a failure; I would have assumed Dell would be at 15% at this point. I didn't think HP had it in them to react in the way they did.

It will be interesting to see if the same thing happens with Dell printers.

[Kathy_Harris]

What this show to me is HP reacted very well to the entry of Dell into the marketplace. I see Dell's marketshare as a failure; I would have assumed Dell would be at 15% at this point. I didn't think HP had it in them to react in the way they did.

It will be interesting to see if the same thing happens with Dell printers.

Although I'm a fan of HP (ipaqs) but own a toshiba, I can see how this happened. You take the best of Compaq add in the best of HP (minus the flip lid) and walla, you have the HP ipaq. Sort of like a big old semi chugging down the PDA interstate.

[Ed Hansberry]

hm I'm surprised with 2 things.

the huge decline of toshiba and sony sales. both offered GREAT PDAs and didn't succeed.
Toshiba has horrible customer satisfaction issues - all those e740 users denied the WM2003 upgrade? You couldn't pay me to buy a new Toshiba until I see evidence they have cleaned their act up.

Sony - all flash, no muscle IMHO.

why should e740 get wm2003 upgrade? did jornada 568 get wm2003 upgrade? Both are discontinued products before wm2003 was released.
The e740 was being sold as new and in volumes as late as March 2003. To turn your backs on your users on a $500+ device just 90 days after you sold it to them very VERY different from the discontinuance of an entire product line a year before WM2003 launched.

[Stik]

What this show to me is HP reacted very well to the entry of Dell into the marketplace. I see Dell's marketshare as a failure; I would have assumed Dell would be at 15% at this point.

I'm not sure how you can see Dell's marketshare as a failure.

One can only buy Axim's online and not thru ANY retail outlets, as is the case w/ iPaq's and Palm units.

I think Dell will continue to garner marketshare as time goes by with their lower price points, especially as enterprise solutions. JMO.

[Ed Hansberry]

o.k. let me get the ball rolling:

Ed you suck, you Micr$oft fanboy. You are so biased towards windblows mobile on this PPC website it makes me sick. Next you are going to say POS does not do real multitasking. :wink:

isn't this what this thread always turns into when ever Ed posts anything positive about Windows moblie and PPCs

craig
this post was brought to you by the if you can not regognize sarcasm, poke it with a stick consortium.
You forgot the koolaid comment. :devilboy:

[huangzhinong]

The e740 was being sold as new and in volumes as late as March 2003. To turn your backs on your users on a $500+ device just 90 days after you sold it to them very VERY different from the discontinuance of an entire product line a year before WM2003 launched.

Jornada 568 was $599.99 too. There is no difference for me, as long as both are discontinued product.

[Ed Hansberry]

The e740 was being sold as new and in volumes as late as March 2003. To turn your backs on your users on a $500+ device just 90 days after you sold it to them very VERY different from the discontinuance of an entire product line a year before WM2003 launched.

Jornada 568 was $599.99 too. There is no difference for me, as long as both are discontinued product.
It is the timing as much as the price. Do you see a difference between the Casio E125 (also $599) and the iPAQ 3970 in what did and didn't qualify for an upgrade?

I am not happy about the Jornada 560 line dying, but having died about a year before WM2003 came out is mildly frustrating. Having your e740 that was tweaked and given a new e750 number 90 days later is outrageous.

[James Fee]

I'm not sure how you can see Dell's marketshare as a failure.

One can only buy Axim's online and not thru ANY retail outlets, as is the case w/ iPaq's and Palm units.

I think Dell will continue to garner marketshare as time goes by with their lower price points, especially as enterprise solutions. JMO.
I don't see enterprise solutions as a savior to the Dell problem. Most enterprise solutions are for special made devices that have already cornered the marketplace. You might be on to something though, the online/phone ordering of the Axim won't get you much in sales. Maybe PDAs should be put in the supermarket as "impulse buys" in the checkout line?!?!?!

Frankly, I see no senario where Dell gets over 10% unless they hit a grand slam at the moment. The iPaqs aren't really all that much more expensive than the Axims, and considering they are better in almost every way, the price is almost not an issue. Maybe the Axim gets people into the PPC market, but they soon seem to move toward iPaq. I've noticed it on Aximsite and other forums.

[Tierran]

Jornada 568 was $599.99 too. There is no difference for me, as long as both are discontinued product.

And the fact that most stores were selling the e740 at full price long after it was discontinued means nothing to you I'm sure. :roll:

[huangzhinong]

Jornada 568 was $599.99 too. There is no difference for me, as long as both are discontinued product.

And the fact that most stores were selling the e740 at full price long after it was discontinued means nothing to you I'm sure. :roll:

It's exactly what I want to tell you. From Jan 2003 to March 2003(3 month before e705 was announced), most stores sell e740 at $250~300.(ecost, techdepot, computer4sure,amazon.com), My local circuitcity had it $350, my local officemax and local officedepot didn't carry it at that time at all.

[jimski]

What this show to me is HP reacted very well to the entry of Dell into the marketplace. I see Dell's marketshare as a failure; I would have assumed Dell would be at 15% at this point.

I'm not sure how you can see Dell's marketshare as a failure.

One can only buy Axim's online and not thru ANY retail outlets, as is the case w/ iPaq's and Palm units.

I think Dell will continue to garner marketshare as time goes by with their lower price points, especially as enterprise solutions. JMO.

Don't let Ed read this post, but just maybe HP's success is due to the fact that all of their devices come with :D BLUETOOTH :D on board. Are you listening, Dell, Toshiba, etc? Price isn't everything.

[Thinkingmandavid]

Here is something else to cosider.
2004
hp-25.7%
dell-7.0%
tosh-2.2%
________
34.9% -----with the tally of all three you can see they are close to the PalmOne OS which is 45.4% not counting 'other'.
Makes me a proud windows user :mrgreen:

Ed Hansberry wrote
Toshiba has horrible customer satisfaction issues - all those e740 users denied the WM2003 upgrade? You couldn't pay me to buy a new Toshiba until I see evidence they have cleaned their act up.

Sony - all flash, no muscle IMHO.

This is so true! when communities complain about a company in that respect it is bound to have a backlash and that could very well be the result, a reduction in shipments.
I like your wording about sony :wink: it seems they know how to put out a 'cool' looking pda but when it comes to the functionality of a ppc,that is where i draw the line.

It would serve the manufacturers well to develop a lower line ppc that would compete better with the Zire series from PalmOne. I know the 1945 was an attempt to enter into this market, but one of the draw backs to that model was the slower processor. Some programs just do not run well on such a slow processor. I have a Toshiba e355 and it is a 300 mghz and I am not happy at all with the results I get from it when I use some programs. I do not want to buy one with a 400 mghz because I am hoping there will something faster coming out that i can purchase.