PC shipments continue to fall, says IDC • The Register

Global PC shipments fell 15 percent year over year in the third quarter of the calendar year, thanks to lower demand and ongoing supply chain problems, according to numbers-cruncher IDC.

The third-quarter slowdown is similar to that seen in the second quarter of 2022, when shipments fell 15.3 percent year-on-year.

The slowdown in growth didn’t just start this year. The first signs began to appear in the third quarter of 2021 as Chromebooks reached market saturation.

In perspective, the volumes are still higher than before the COVID-19 pandemic.

Shipments aren’t as low as they could be, either, thanks to companies like Apple that have been pushing the promotions business. As industry-wide supply hit record lows, Apple’s supply increased to make up for lost orders during China’s second-quarter lockdowns, according to IDC research manager Jitesh Ubrani.

“Consumer demand has remained subdued, although promotional activities from companies like Apple and other players have helped mitigate the contraction and reduced channel inventory across the board by a couple of weeks,” Ubrani said.

“[Suppliers have] Also responded to the new lows by trimming orders, with Apple being the sole exception as its supply increased in the third quarter to offset lost orders stemming from the China lockdowns in the second quarter.”

Apple ranked fourth in terms of PC shipment market share in the third quarter, behind Lenovo (first), HP (second) and Dell (third). While other companies lagged in year-over-year growth, Apple’s net shipments rose 40.2 percent year-over-year to 10.06 million Macs.

During the quarter, Lenovo overtook HP and grew shipments by more than 5.5 percent to 16.88 million, while HP declined 27.8 percent year-on-year to 12.7 million. Third-place Dell fell 21.2 percent to 11.96 million.

Combined, all PC vendors shipped a total of 74.3 million units in Q3. IDC Research Vice President Linn Huang noted that average selling price (ASP) was another factor to watch for this quarter.

“Shortages in recent years have aggressively driven the shift in product mix toward the premium end. This, coupled with cost increases in components and logistics, propelled selling prices for five straight quarters to $910 in Q1 22, its highest level since 2004.”

Huang added that after five quarters of growth, ASP finally declined thanks to slowing demand, promotions in full swing and orders being cut. ®

https://www.theregister.com/2022/10/10/pc_shipments_decline/ PC shipments continue to fall, says IDC • The Register

Rick Schindler

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