I stand to be corrected, but I believe that DDR are not a re-seller for Apple (DTL however, are). The Chinese market has held back the growth rate. excluding China, growth would've come in at 5%. Not that there's any correlation between China and DDR.
The key point to take out of the table below is that this is the second quarter in a row where there's been global growth in shipments of PC's. Preceding these two quarters, there were eight consecutive quarters of decline. This I believe, is illustrated in the DDR share price over the last 2 years. An apparent sign of market positivity is the improvement in "non AI PC purchasing".
Something to ponder.
Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, Q2 2024(Preliminary results, shipments are in millions of units)
Company
2Q24 Shipments
2Q24 Market Share
2Q23 Shipments
2Q23 Market Share
2Q24/2Q23 Growth
1. Lenovo
14.7
22.7%
14.2
22.5%
3.7%
2. HP Inc.
13.7
21.1%
13.4
21.3%
1.8%
3. Dell Technologies
10.1
15.5%
10.3
16.4%
-2.4%
4. Apple
5.7
8.8%
4.7
7.5%
20.8%
5. Acer Group
4.4
6.8%
3.9
6.2%
13.7%
Others
16.3
25.1%
16.5
26.1%
-1.1%
Total
64.9
100.0%
63.1
100.0%
3.0%
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Last
$7.83 |
Change
-0.350(4.28%) |
Mkt cap ! $1.414B | |||
| Open | High | Low | Value | Volume |
| $8.10 | $8.13 | $7.74 | $8.854M | 1.119M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 120 | $7.82 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.84 | 2827 | 1 |
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| Last trade - 16.10pm 16/06/2025 (20 minute delay) ? |
| DDR (ASX) Chart |