"Sequentially, third-quarter shipments grew 18 percent, which is higher than the historical seasonal growth from the second to third quarter," said Gartner Principal Analyst Mikako Kitagawa.

IDC analysts pegged global PC unit sales even higher at 2.3 percent growth -- a dramatic reversal from year-on-year declines of 6.8 percent and 2.4 percent in the first two quarters this year. "The competitive landscape, the transition to portables, new and low-power designs, growth in retail and consumer segments, and the impact of falling prices are all reflected in the gains by HP and Acer, as well as overall market growth," said IDC analyst Loren Loverde.

Acer Outperforms

No one was surprised to see Hewlett-Packard continue to lead the global PC market in terms of shipments with a 20.2 percent market share. What caught some industry observers off guard, however, was Acer's ability to grab 14 percent of the global market -- good enough to unseat Dell (12.7 percent) as the world's number-two shipper of PCs in the third quarter.

Analysts say demand for low-cost systems in the back-to-school season drove consumer sales of Acer's mini-notebooks, which helped the company outperform the PC market in virtually all regions. However, Kitagawa observed that mini-notebook sales weren't the only reason for Acer's growth.

"They were very aggressive on entry-level notebook pricing" and "they have low-priced consumer notebooks, which put tremendous pressure onto competitors," Kitagawa said. "Our rough estimate is that Acer's mini-notebook percentage would range between 20 to 30 percent of their total shipments."

Kitagawa also cautioned against reading too much into Acer's shipment gains in the quarter. "PC vendor performance cannot be determined solely by unit market-share gains, as related revenues and margin performance are key to surviving in a very competitive market," the Gartner analyst said.

"Dell put a priority on profit protection across all regions," Kitagawa noted. Moreover, Dell is not a big mini-notebook player "as this is very thin margin market," Kitagawa said. Weakness in the professional market at a global level "is another cause of the decline." (continued...)

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