In 2023Q2, China’s PC market shipments fell by 19%
Recently, market research firm Canalys unveiled its latest quarterly PC tracking data, revealing that in the second quarter of 2023, shipments in mainland China’s PC market—which encompasses desktops, laptops, and workstations—saw a year-on-year decline of 19%, dwindling to 9.6 million units. Although the reopening of the economy invigorated market dynamism, the anticipated economic revival remained elusive, prompting a cautious investment stance within the commercial IT sphere.
Delving into the specifics, desktops (inclusive of workstation desktops) witnessed a shipment decrease of 19%, totaling 3 million units. Laptops, incorporating mobile workstations, also experienced a decline of 19%, amounting to 6.6 million units. The commercial sector bore the brunt with PC shipments contracting by 22% year-on-year to 4.2 million units, whereas consumer shipments, albeit experiencing a less pronounced decline, slid 16% to 5.4 million units. Conversely, the tablet sector flourished with shipments surging by 8% year-on-year to 6.5 million units.
In the vast expanse of mainland China, Lenovo retained its supremacy as the predominant supplier. For Q2 2023, its shipments approximated 3.4 million units, representing a year-on-year decrement of 24% and securing a market share of 36%, exceeding a third. Hewlett-Packard clinched the second spot, showcasing robust performance with a 6% year-on-year growth and a market slice of 10%. Huawei, capturing the third berth, saw its shipments swell by 6%, accounting for a 9% market share. Dell, amongst the top five contenders, encountered the steepest plunge of 52%, halving its year-on-year shipments and clinching an 8% market share. Apple, previously beleaguered by supply chain tribulations, mounted a resounding comeback, catapulting its year-on-year growth by 17% and securing a 7% market stake.
In the realm of tablets, Apple perpetuated its leadership in Q2 2023’s shipments, virtually doubling its outreach with an astonishing 47% year-on-year increase, translating to 2.3 million units and a commanding 36% market share. Huawei, securing the runner-up position, showcased a 19% year-on-year growth, exceeding 1.2 million units and amassing a market share of 19%. Xiaomi, seizing the third rank, doubled its shipments with a staggering 53% growth rate, holding an 11% market share. Although Lenovo settled for the fourth spot, its shipments suffered a precipitous year-on-year decline of 44%, claiming a 7% market share. Honor, rounding out the top five, saw its shipments shrink by 8%, capturing a 6% market share.