IDC: global PC shipments will drop by another 15% in 2022Q3

At the beginning of last month, IDC said that the PC market will usher in a period of turmoil, and it is expected that in 2022, global shipments of traditional PCs will fall by 12.8% to 305.3 million units, and shipments of tablet PCs will drop by 6.8% to 156.8 million units. IDC said a weak global economy, inflation, and a surge in purchases over the past two years were the main reasons for the decline in shipments.

The latest IDC Worldwide PC shipments report shows that PC shipments in the third quarter of 2022 fell by 15% year-on-year to 74.3 million units, and the traditional PC market continued to be in a decline. At present, PC shipments mainly come from enterprise updates, and as Microsoft’s support for the Windows 7 operating system is about to end, shipments in this area are still higher than before the COVID-19 epidemic.

IDC said that consumer demand has been in a sluggish state, and promotions by manufacturers have helped to slow the decline and digest inventory in some channels. Manufacturers generally reduce orders, the only exception is Apple because Apple generally increases orders in the third quarter to increase supply according to the product release cycle.

In addition to lower shipments, trends in average selling prices (ASPs) are also worth noting. Over the past few years, supply shortages have driven a higher-end shift in the product mix, coupled with higher parts and logistics costs, which have pushed the average selling price up for five consecutive quarters, reaching $910 in the first quarter of 2022, the highest rate since 2004. the highest level. However, due to factors such as slowing demand, promotional discounts, and order reductions, the average selling price in the second quarter of 2022 reversed, from rising to falling, indicating a decline in market enthusiasm, and the trend continued into the third quarter.

In terms of manufacturers, the positions of the top three remained unchanged, with Lenovo topping the list with a market share of 22.7%, followed by HP with 17.1% and Dell with 16.1%. Apple rose to fourth place, while Asus was fifth. Except for Apple’s 40.2% year-on-year increase in shipments, the top five manufacturers all experienced varying degrees of decline.