Even desktops showed up on growth radar in global PC shipment stakes for 2021
(2022/01/12)
- Reference: 1642001469
- News link: https://www.theregister.co.uk/2022/01/12/canalys_pc_2021/
- Source link:
The humble PC was one of the hottest selling tech items in 2021 with shipments into the channel jumping 15 per cent globally to 341 million amid a pandemic that continues to force people to work, study, and play at home.
The data, [1]collated by Canalys , includes calendar Q4 sales of around 92 million units. The revenue generated by these shipped boxes is estimated at $70bn, itself up 11 per cent year-on-year as manufacturers juggled with tighter supply of components by prioritising production of higher margin tin.
"2021 was a watershed year in the history of the PC market, with the PCs place at the center of work, learning and leisure truly cemented," said Ishan Dutt, senior analyst at Canalys, in a statement.
[2]
According to the figures, Lenovo declined 6.5 per cent in Q4 to 21.7 million units and HP was down 3 per cent to 18.64 million. Canalys didn't indicate why either shrank but presumably it is related to the scarce supply of parts including integrated circuits and panels. We asked both vendors.
[3]
[4]
Dell grew almost 9 per cent to 17.19 million, Apple shipped 9 per cent more Macs to 7.8 million, and Acer grew 6.7 per cent to 6.58 million.
[5]What a pain in the aaS: HPE signs up just 1.125% of its channel to sell hardware delivered as a service
[6]Alibaba the biggest, but more clouds on China's horizon
[7]European server sales sink to 4-year low: Cloud, software-defined and chip shortage blamed
[8]Global IT spending to hit $4.5 trillion in 2022, says Gartner
Vendor (company)
2021 shipments
2021 market share
2020 shipments
2020 market share
Annual growth
Lenovo
82.142 million
24.1%
72.646 million
24.4%
13.1%
HP
4.072 million
21.7%
67.688 million
22.7%
9.5%
Dell
59.3 million
17.4%
50.273 million
16.9%
18.0%
Apple
28.958 million
8.5%
22.574 million
7.6%
28.3%
Acer
24.383 million
7.1%
20.023 million
6.7%
21.8%
Others
72.198 million
21.2%
64.430 million
21.6%
12.1%
Total
341.053 million
100%
297.614 million
100%
14.6%
As for the entire year, in addition to total shipments growing 15 per cent to 341 million, Canalys said those boxes were worth more than $250bn, which also equated to 15 per cent growth. This is the largest total since 2012.
Notebook and mobile workstations reached 275 million shipments in 2021, up 16 per cent. Desktops and desktop workstations grew 7 per cent to 66 million.
"For the market to post double-digit growth over an impressive 2020, despite the constant cloud of supply constraints, speaks volumes about how strong PC demand has been over the last 12 months," said Dutt.
[9]
PC penetration and usage rates were the most important developments of last year, he added, with young students and older family members in the West owning at least one device.
"Since the onset of the pandemic, a larger than normal proportion of PCs shipped have been new additions to the installed base rather than replacement devices, especially in areas such as education and remote work," said Dutt.
"This has set the stage for continued success for the PC industry as there is no turning back from how embedded they are in our day-to-day lives." ®
Get our [10]Tech Resources
[1] https://www.canalys.com/newsroom/global-pc-market-Q4-2021?ctid=2569-3125f1c9a9a032082bc92ce1c97612f6
[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[3] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[4] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[5] https://www.theregister.com/2021/12/10/hpe_aas/
[6] https://www.theregister.com/2021/12/09/china_cloud_market/
[7] https://www.theregister.com/2021/11/09/server_sales_sink_to_fouryear/
[8] https://www.theregister.com/2021/10/20/gartner_it_spending/
[9] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[10] https://whitepapers.theregister.com/
The data, [1]collated by Canalys , includes calendar Q4 sales of around 92 million units. The revenue generated by these shipped boxes is estimated at $70bn, itself up 11 per cent year-on-year as manufacturers juggled with tighter supply of components by prioritising production of higher margin tin.
"2021 was a watershed year in the history of the PC market, with the PCs place at the center of work, learning and leisure truly cemented," said Ishan Dutt, senior analyst at Canalys, in a statement.
[2]
According to the figures, Lenovo declined 6.5 per cent in Q4 to 21.7 million units and HP was down 3 per cent to 18.64 million. Canalys didn't indicate why either shrank but presumably it is related to the scarce supply of parts including integrated circuits and panels. We asked both vendors.
[3]
[4]
Dell grew almost 9 per cent to 17.19 million, Apple shipped 9 per cent more Macs to 7.8 million, and Acer grew 6.7 per cent to 6.58 million.
[5]What a pain in the aaS: HPE signs up just 1.125% of its channel to sell hardware delivered as a service
[6]Alibaba the biggest, but more clouds on China's horizon
[7]European server sales sink to 4-year low: Cloud, software-defined and chip shortage blamed
[8]Global IT spending to hit $4.5 trillion in 2022, says Gartner
Vendor (company)
2021 shipments
2021 market share
2020 shipments
2020 market share
Annual growth
Lenovo
82.142 million
24.1%
72.646 million
24.4%
13.1%
HP
4.072 million
21.7%
67.688 million
22.7%
9.5%
Dell
59.3 million
17.4%
50.273 million
16.9%
18.0%
Apple
28.958 million
8.5%
22.574 million
7.6%
28.3%
Acer
24.383 million
7.1%
20.023 million
6.7%
21.8%
Others
72.198 million
21.2%
64.430 million
21.6%
12.1%
Total
341.053 million
100%
297.614 million
100%
14.6%
As for the entire year, in addition to total shipments growing 15 per cent to 341 million, Canalys said those boxes were worth more than $250bn, which also equated to 15 per cent growth. This is the largest total since 2012.
Notebook and mobile workstations reached 275 million shipments in 2021, up 16 per cent. Desktops and desktop workstations grew 7 per cent to 66 million.
"For the market to post double-digit growth over an impressive 2020, despite the constant cloud of supply constraints, speaks volumes about how strong PC demand has been over the last 12 months," said Dutt.
[9]
PC penetration and usage rates were the most important developments of last year, he added, with young students and older family members in the West owning at least one device.
"Since the onset of the pandemic, a larger than normal proportion of PCs shipped have been new additions to the installed base rather than replacement devices, especially in areas such as education and remote work," said Dutt.
"This has set the stage for continued success for the PC industry as there is no turning back from how embedded they are in our day-to-day lives." ®
Get our [10]Tech Resources
[1] https://www.canalys.com/newsroom/global-pc-market-Q4-2021?ctid=2569-3125f1c9a9a032082bc92ce1c97612f6
[2] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=2&c=2Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[3] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[4] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=3&c=33Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[5] https://www.theregister.com/2021/12/10/hpe_aas/
[6] https://www.theregister.com/2021/12/09/china_cloud_market/
[7] https://www.theregister.com/2021/11/09/server_sales_sink_to_fouryear/
[8] https://www.theregister.com/2021/10/20/gartner_it_spending/
[9] https://pubads.g.doubleclick.net/gampad/jump?co=1&iu=/6978/reg_onprem/personaltech&sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&tile=4&c=44Yd8JNuWSuOf@J06bLie4UwAAAEA&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[10] https://whitepapers.theregister.com/
Hairy Spod
long, long term maybe, but in the short term as some offices open back up to hybrid working there might even be a period of further growth as a large swathe of currently unused office desktops that are now 2+ years older get upgraded or replaced, not every firm uses laptops.
...also not sure what it was like for everyone else, but as all the cheaper kit got bought up overnight at the start of the pandemic and only more expensive things seemed available for purchase, many staff who were historically lumped with machines previously badged 'Pentium' are now used to the delights of modern i5s and i7s with lots of RAM.
Staff retention might even become more of an issue with the double whammy of A forcing people back into the office and B forcing them to use noticeably slower more sluggish computers,
Ok, during the pandemic people picked up PC's as you needed them for work and school, and were banned from going out and socialising unless they worked at 10 Downing Street, and laptops were sold out. Perfectly logical.
I'm not convinced though that this means that they have permanent growth when people are allowed to meet up in person again to socialise where they want with no restrictions, and people are back to school and working from an office again. Even if it does totally displace working from the office, that is simply going to eliminate the replacement of all of the PC's that were at the office, so wouldn't it be a net neutral in terms of install base in the long term?