IDC said months ago that after two years of strong growth, PC shipments appear to be starting to slow, with global shipments from the traditional PC business, which includes desktops, laptops and workstations, declining in the first quarter of 2022.
Recently, IDC’s latest global quarterly personal computing device tracking report shows that PC shipments in 2022Q2 fell by 15.3% year-on-year to 71.3 million units, the second consecutive quarter of declines. Due to the impact of the COVID-19 epidemic and macroeconomic factors, supply and logistics further deteriorated, and the decline was more than previously expected.
Despite the drop in demand and weaker sales during this period, total PC sales remained at levels similar to those in the early days of the COVID-19 pandemic, with 74.3 million PCs shipped in the second quarter of 2020. This figure is much higher than before the emergence of the COVID-19 epidemic, the figures for the same period in 2018 and 2019 were 62.1 million and 65.1 million units, respectively.
The relevant person in charge of IDC said that with the demand for educational PCs saturated and consumer demand stagnant, the larger PC market like the United States is facing a quarter decline. In addition to the consumer side, enterprise PCs are also beginning to show signs of slowing down, but in some market segments, there is still room for demand for mid-to-low-end Windows devices, and a small increase is expected.
In terms of manufacturers, the positions of the top three remained unchanged, with Lenovo topping the list with a market share of 24.6%, followed by HP with 18.9%, and Dell with 18.5%. Apple’s position has slipped, from fourth to fifth.
Apple is expected to ramp up production in the second half of the year, barring supply issues.