HP said the number of units it shipped worldwide was actually 89,000 fewer than previously reported, a decline of about 23%, because of a discrepancy in its tabulations, Dataquest said. The revision means that the worldwide PDA market experienced a decline of 2.4%, rather than 0.9% growth reported earlier this week.
"Based on this new information, market growth rates have declined, showing that the PDA industry is struggling more than previously reported," said Todd Kort, principal analyst with Gartner Dataquest.
The revision knocks HP to third place in the handheld market worldwide and boosts Sony to second. Palm retained its market-leader position with 31.7% share, shipping 808,805 units. Sony shipped less than half that to capture 13.5% of the market. HP, with its flagship iPaq line of handhelds, grabbed 11.5% of the market.
Total worldwide unit shipments reached 2.55 million, down from 2.62 million in the third quarter of 2001.
US figures were also revised. Total US shipments fell 1.4% to about 1.21 million from 1.23 million in the comparable quarter last year. Palm now holds 41.7% of the US market, while Sony trailed with 19.8% and HP had 9.7%.
Handspring felt the biggest pinch in the US. Its market share fell to 6.6% in the third quarter of 2002, compared with a 22.5% share last year.
The survey does not account for shipments of converged phone-PDA devices such as Handspring's Treo Communicator.