IDC: 2022Q4 Global PC Shipment Falls Precipitously
If you compare horizontally with previous years, PC shipments in the fourth quarter of 2022 are comparable to the same period in 2018, when Intel was affected by supply shortages, dragging down PC shipments. From the full-year data, PC shipments in 2022 declined by 16.5% to 292.3 million units, which is still higher than the level before the epidemic. Among the top five manufacturers, only Apple maintained growth, while HP was the manufacturer with the largest decline, down 25.3%.
Shipment is only one aspect. Another problem facing manufacturers is that the average selling price (ASP) is also decreasing. Excessive inventory levels have caused manufacturers to reduce selling prices, but even so, the excess inventory of PC machines and components is still serious. Manufacturers will still face challenges in the next few quarters, and the average selling price may be further reduced.
IDC said that the entire PC market may see some opportunities by the end of 2023 and will gradually return to the growth cycle, but it is more likely to recover in 2024.