高德纳（Gartner）与国际数据公司（IDC）常常看法不同，但在这一点上，他们的意见是一致的，那就是：2014年二季度，联想（Lenovo）在美国的个人电脑销量超过了苹果（Apple）。

    在此，有几点值得一提（见下文），但一个不可回避的事实是，联想作为一家1984年在北京成立的中国公司，发展相当迅猛。

    • 联想于2005年收购了IBM的个人电脑业务，并在2013年成为全球销量最高的个人电脑厂商。

    • 联想于2012年开始涉足智能手机业务，目前已成为中国大陆地区最大的智能手机厂商。

    • 联想已同意斥资29.1亿美元，从谷歌（Google）手中收购知名美国品牌摩托罗拉移动（Motorola Mobility）的大部分资产。而就在两年前，谷歌收购摩托罗拉移动可是花了125亿美元。

    形势的变化极具讽刺意味。当年，IBM因为Windows设备的利润率太低而选择退出个人电脑市场。联想收购了IBM的确利润微薄的ThinkPad品牌，如今，联想公司正在美国市场上大举攻城略地。

    待到联想凭借摩托罗拉品牌进入美国智能手机市场时，Android设备厂商们可有得受了。

    需要注意的是：

    • 国际数据公司和高德纳公司都没有将iPad或平板电脑算作个人电脑，尽管高德纳算上了它所说的移动个人电脑（但没有算上Chromebook），而国际数据公司将上网本和Chromebook都算上了。平板电脑销量虽然有所放缓，但如果将平板销量统计在内，苹果将是美国最大的个人电脑厂商，而不是屈居第四位。

    • 上季度美国个人电脑销量激增，是因为微软（Microsoft）从四月份开始不再支持Windows XP，这促使IT经理们换掉了数百万台老旧的Windows电脑。而苹果Mac的销量没有类似的激增。

    高德纳和国际数据公司的公开预测是“初步的”，而且不可证实。苹果公布每季度的Mac销量，但不会分别公布在各国市场的销量。2013年二季度，苹果在全球售出了375万台Mac电脑。据高德纳和国际数据公司称，其中有170万台Mac电脑被运往美国。

    以下分别是国际数据公司和高德纳给出的2014年二季度各大厂商个人电脑在美国市场的发货量（从上至下一次为惠普、戴尔、联想、苹果、东芝及其他）。（财富中文网）

    译者：项航

    Gartner and IDC don’t always agree, but on this they are united: Apple was overtaken in U.S. PC sales in the second quarter of 2014 by Lenovo.

    There are a few caveats worth mentioning (see below), but there’s no getting around the fact that Lenovo — a Chinese company founded in Beijing in 1984 — is on a tear.

    • It bought IBM’s personal computer business in 2005 and by 2013 had become the world’s largest PC vendor by unit sales.

    • It entered the smartphone business in 2012 and is already the largest vendor of smartphones in mainland China.

    • It has agreed to take off Google’s GOOG -0.86% hands a storied U.S. brand – Motorola Mobility — picking up for $2.91 billion the better part of a company for which Google paid $12.5 billion just two years ago.

    .

    This is a deeply ironic turn of events. IBM IBM -0.38% got out of the PC business because the margins on Windows boxes were too thin. Lenovo took over IBM’s ThinkPad brand – thin margins and all — and is chewing up the U.S. PC market

    I wouldn’t want to be selling Android boxes when Lenovo enters the U.S. smartphone market with the Motorola brand.

    Those caveats:

    • Neither IDC nor Gartner counts iPads or tablets as PCs, although Gartner counts what it calls mobile PCs (but not Chromebooks) while IDC counts both netbooks and Chromebooks. Tablet sales may have slowed, but if they were counted, Apple would be in the No. 1 PC maker in the U.S., not No. 4.

    • PC sales in the U.S. got a bump last quarter because Microsoft in April discontinued support for Windows XP, prompting IT managers to replace millions of aging Windows boxes. The Mac got no such bump.

    • Gartner’s and IDC’s public estimates are “preliminary” and not verifiable. Apple releases quarterly Mac unit sales, but doesn’t break them down by country. In Q2 2013, it sold 3.75 million Macs worldwide. According to Gartner and IDC, 1.7 million of those Macs were shipped to the U.S.

    Below: IDC and Gartner’s U.S. spreadsheets for Q2 2014.