Asus expects PC shipments to drop 10% in the second quarter of this year
Since the outbreak of the COVID-19 epidemic in early 2020, more home entertainment and work needs have made PC shipments set a new record in the past ten years. However, with the slowdown of the economy, widespread inflation, instability caused by the COVID-19 epidemic, and geopolitics, things have changed after entering 2022. Recent statistics show that in the first quarter of 2022, shipments in almost all x86 processor segments fell, with the desktop market falling by 30%, the largest single-quarter decline in history. By the second quarter, it didn’t seem like that trend would change.
According to DigiTimes, ASUS co-CEO Xu Shichang predicts that in the second quarter of 2022, shipments of desktops and laptops will fall by 10% quarter-on-quarter, and shipments of motherboards and graphics cards will drop by 10% to 15%. It is clear that Asus, one of the major players in the PC industry, has realized that sales of complete machines and DIY accessories will slow down in the next quarter.
Asus’ projected sales decline numbers aren’t too bad, as research analyst firm Mercury Research reported a 30 percent drop in PC shipments across the industry. If you compare the entire PC industry horizontally, ASUS outperforms its competitors and is consistently above average.In the first quarter of 2022, about 66% of ASUS’ revenue came from sales of desktops and laptops, PC accessories accounted for 33%, and the smartphone business accounted for only 1%. In addition, ASUS said that there is currently no shortage of most parts and components, but the supply of PMIC may face greater challenges, and the COVID-19 epidemic may lead to higher shipping costs and delays in delivery.
