Canalys expects Apple to beat HP in global PC market share thanks to the iPad by H2 2012, after managing to take second place in Q3 2011.
The analyst estimates global Q3 2011 PC shipments total 415M with 15% Y-o-Y growth, predominantly due to growing tablet sales. One has to keep in mind Canalys adds tablet estimates to its PC market statistics, unlike other analyst such as Gartner and IDC whose pictures of the current PC market tends to be bleaker.
Canalys still echoes other analysts in pointing out the decline of the EMEA PC market-- forecasting the 2011 market (excluding pads) will contract by -6% Y-o-Y, with volumes peaking at 30M in Q4 2011. W. Europe continues dragging the region down as Euro Zone debt issues (and the resulting impact on the economy) affect both investor and consumer confidence levels.
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