Another analyst sees historic PC shipment decline • The Register

More bad news on PC shipments, with market intelligence firm Counterpoint Research showing a historic year-over-year decline that echoed Gartner’s estimates earlier this month.

Global shipments fell 11.1 percent year-on-year in the second quarter of 2022 to 71.2 million units, a number slightly lower than in the pre-pandemic fourth quarter of 2019. Demand for consumer PCs has declined since it peaked in the fourth quarter of 2021.

Counterpoint attributed the historic decline mainly to the effect of the COVID lockdowns in China on supply chains. It predicted that the delivery issues will be resolved before 2023.

But not all the blame lies with COVID lockdowns. The research firm said regional conflict and global inflation have reduced consumer and business spending.

Among PC manufacturers, Lenovo took the top spot for the second quarter of 2022 with a market share of 24.4 percent, although shipments fell 12.7 percent year over year to 17.4 million units. HP came in second after its market share fell from 18.5 million to 13.4, narrowly beating Dell by 13.1 percent.

Counterpoint Research has revised its PC shipment forecast for 2022 to reflect a 9 percent year-over-year decline. By comparison, IDC predicted that shipments would fall by 8.2 percent year-on-year by 2022. Like Gartner, it said the drop was the biggest drop in nine years.

The drop in sales was reflected in Samsung’s Q2 results released Thursday. The company said PC sales were down and the slump would not only persist, but could potentially spread to business segments.

Samsung largely cited the same factors as Counterpoint Research: supply chain problems due to China’s COVID lockdowns and “macroeconomic uncertainties”.

In April, Chinese tech executives warned of the “serious consequences” of extensive COVID lockdowns in the Shanghai area, forcing factories to shut down all operations or often reducing operations with personnel living on site. ®

Leave a Comment

Your email address will not be published.