Q1 PC Shipments Declined 5.1%, but Demand Still High, Says IDC
Vendors shipped 80.5 million desktops, laptops and workstations globally in Q1 even though logistics and supply chain “are still a mess,” said IDC analyst Ryan Reith Sunday. Shipments declined 5.1% year on year but were higher than forecast at near-record…
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levels, after two years of COVID-19 pandemic-driven double-digit growth, said the research firm. Q1 was the seventh consecutive quarter of plus-80 million global shipments, a streak not seen since 2012, IDC said. Rankings among top vendors held in Q1, with Lenovo leading with 22.7% share, though its shipments fell 9.2% to 18.3 million. HP, in second, had a 17.8% shipment dropoff to 15.8 million, with 19.7% share. Dell’s share grew about 2 points to 17.1% on a 6.1% hike in shipments to 13.7 million; Apple had 4.3% higher shipments to 7.1 million, with 8.9% share. Asus and Acer shipments slipped to 5.5 million and 5.4 million, with share of 6.9% and 6.8%, it said. Meanwhile, Canalys said Monday worldwide shipments of desktops and notebooks fell 3% in Q1 to 80.1 million units “against a backdrop of major geopolitical turmoil and softening consumer demand.” Notebook shipments shrank 6% year on year to 63.2 million units; desktop shipments grew 13% to 16.8 million units. Revenue benefited from tight supply and consumers’ appetite for costlier PCs, reaching $70 billion. The war in Ukraine exacerbated the inflationary environment in major markets by driving up the price of commodities, while COVID-19 lockdowns in Shenzhen and Shanghai created “new bottlenecks in manufacturing and distribution, just as vendors and the channel were beginning to find their feet,” said analyst Ishan Dutt, saying there’s no clear timeline on when issues will be resolved.