PC shipments are still on the decline – unless you're Apple
(2022/10/10)
- Reference: 1665406811
- News link: https://www.theregister.co.uk/2022/10/10/pc_shipments_decline/
- Source link:
Global PC shipments declined in calendar Q3 by 15 percent year-on-year thanks to reduced demand and lingering supply chain issues, according to number cruncher IDC.
The Q3 [1]slowdown is similar to that seen in Q2 2022, when shipments [2]crashed by 15.3 percent year-on-year.
The slowed growth didn't just start this year. Signs first emerged in Q3 2021 as Chromebooks [3]hit market saturation.
[4]
For perspective, volumes still remain higher than before the COVID-19 pandemic.
[5]
[6]
Shipments also aren't as low as they could be thanks to companies like Apple that drove business with promotions. As industry-wide supply hit record lows, Apple supply increased to make up for lost orders during [7]China's Q2 lockdowns, according to IDC research manager Jitesh Ubrani.
[8]Because you've all stopped buying PCs, AMD's wiped $1b+ off expected sales
[9]PC sales take double-digit tumble in Q2 amid economic downturn
[10]Is that a meteor crashing to Earth? No, it's Chromebook makers coming back to reality
[11]Foxconn factories near Shanghai cease operations over COVID-19 cases
"Consumer demand has remained muted though promotional activity from the likes of Apple and other players has helped soften the fall and reduce channel inventory by a couple weeks across the board," said Ubrani.
"[Suppliers have] also reacted to the new lows by reducing orders with Apple being the only exception as their third quarter supply increased to make up for lost orders stemming from the lockdowns in China during the second quarter."
Apple came in fourth place in terms of market share for Q3 PC shipments behind Lenovo (first), HP (second), and Dell (third). While other companies declined in year-on-year growth, Apple soared with a net positive 40.2 percent increase in shipments year-on-year to 10.06 million Macs.
[12]
In the quarter Lenovo outpaced HP, growing 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 placed Dell declined 21.2 percent to 11.96 million.
Together, all PC vendors shipped a total of 74.3 million units in Q3. IDC research vice president Linn Huang advised that average selling price (ASP) had been another factor to watch this quarter.
"Shortages over the last several years have aggressively driven product mix shifts towards the premium end. This, coupled with cost increases of components and logistics, drove ASPs up five quarters in a row to $910 in 1Q22, the highest since 2004."
[13]
Huang added that ASP was finally reducing thanks to demand slowing, promotions in full swing, and orders being cut, after five quarters of growth. ®
Get our [14]Tech Resources
[1] https://www.idc.com/getdoc.jsp?containerId=prUS49755822&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication
[2] https://www.theregister.com/2022/07/11/pc_sales_crash_doube_digits/
[3] https://www.theregister.com/2021/10/13/chroembook_sales_crash/
[4] 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=2Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[5] 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=44Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[6] 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=33Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[7] https://www.theregister.com/2022/04/19/chinese_shanghai_slowdown/
[8] https://www.theregister.com/2022/10/07/amd_q3_guidance_warning/
[9] https://www.theregister.com/2022/07/11/pc_sales_crash_doube_digits/
[10] https://www.theregister.com/2021/10/13/chroembook_sales_crash/
[11] https://www.theregister.com/2022/04/25/foxconn_factories_close_covid/
[12] 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=44Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[13] 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=33Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[14] https://whitepapers.theregister.com/
The Q3 [1]slowdown is similar to that seen in Q2 2022, when shipments [2]crashed by 15.3 percent year-on-year.
The slowed growth didn't just start this year. Signs first emerged in Q3 2021 as Chromebooks [3]hit market saturation.
[4]
For perspective, volumes still remain higher than before the COVID-19 pandemic.
[5]
[6]
Shipments also aren't as low as they could be thanks to companies like Apple that drove business with promotions. As industry-wide supply hit record lows, Apple supply increased to make up for lost orders during [7]China's Q2 lockdowns, according to IDC research manager Jitesh Ubrani.
[8]Because you've all stopped buying PCs, AMD's wiped $1b+ off expected sales
[9]PC sales take double-digit tumble in Q2 amid economic downturn
[10]Is that a meteor crashing to Earth? No, it's Chromebook makers coming back to reality
[11]Foxconn factories near Shanghai cease operations over COVID-19 cases
"Consumer demand has remained muted though promotional activity from the likes of Apple and other players has helped soften the fall and reduce channel inventory by a couple weeks across the board," said Ubrani.
"[Suppliers have] also reacted to the new lows by reducing orders with Apple being the only exception as their third quarter supply increased to make up for lost orders stemming from the lockdowns in China during the second quarter."
Apple came in fourth place in terms of market share for Q3 PC shipments behind Lenovo (first), HP (second), and Dell (third). While other companies declined in year-on-year growth, Apple soared with a net positive 40.2 percent increase in shipments year-on-year to 10.06 million Macs.
[12]
In the quarter Lenovo outpaced HP, growing 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 placed Dell declined 21.2 percent to 11.96 million.
Together, all PC vendors shipped a total of 74.3 million units in Q3. IDC research vice president Linn Huang advised that average selling price (ASP) had been another factor to watch this quarter.
"Shortages over the last several years have aggressively driven product mix shifts towards the premium end. This, coupled with cost increases of components and logistics, drove ASPs up five quarters in a row to $910 in 1Q22, the highest since 2004."
[13]
Huang added that ASP was finally reducing thanks to demand slowing, promotions in full swing, and orders being cut, after five quarters of growth. ®
Get our [14]Tech Resources
[1] https://www.idc.com/getdoc.jsp?containerId=prUS49755822&utm_medium=rss_feed&utm_source=alert&utm_campaign=rss_syndication
[2] https://www.theregister.com/2022/07/11/pc_sales_crash_doube_digits/
[3] https://www.theregister.com/2021/10/13/chroembook_sales_crash/
[4] 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=2Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0
[5] 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=44Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[6] 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=33Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[7] https://www.theregister.com/2022/04/19/chinese_shanghai_slowdown/
[8] https://www.theregister.com/2022/10/07/amd_q3_guidance_warning/
[9] https://www.theregister.com/2022/07/11/pc_sales_crash_doube_digits/
[10] https://www.theregister.com/2021/10/13/chroembook_sales_crash/
[11] https://www.theregister.com/2022/04/25/foxconn_factories_close_covid/
[12] 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=44Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0
[13] 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=33Y0RBlwG3fnZUkOiShZvoHAAAAIE&t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0
[14] https://whitepapers.theregister.com/
Re: Perhaps....
werdsmith
After many years of anti Mac I’ve been sent an M2 Air, and it took me just one afternoon and now I absolutely get it. I didn’t pay for this, but good luck to anyone trying to get it away from me now.
Re: Perhaps....
Anonymous Coward
Not sure why it is a race to the bottom.
For laptops the sales are declining after the Covid surge ?, and there is now spare inventory which means it cannot be sold and hence prices are reducing to entice people ?
I am typing this on a 2015 Dell laptop, still going ok, but i need more RAM to run a VM (occasionally). The price of an equivalent laptop (function and ports wise) is still 80%+ more than what i paid in 2015.
What i don't get in the new laptop is a HDD bay, no DVD-ROM, and many don't have ethernet ports. I have to pay a lot more for that benefit.
My interpretation is that Covid caused a surge in demand, IC and component inventory stalled, and so prices went up fast for the same kit. All we are seeing now is a readjustment.
I welcome the reduction in prices of non Apple products, as my income certainly did not go up to match the laptop price increases.
Perhaps....
The race to the bottom is not a good long-term strategy after all?
Apple kit is undoubtedly pricey but this is being typed on a 2015 15in MBP. That has been ultra reliable and as far as I'm concerned, well worth what I paid for it. I'm probably going to buy an M2 powered 16in device after Christmas.
It will be nice not to have the fans blasting away whenever I open 5 or 6 PSD files in Photoshop.
Naturally, YMMV.