Analysts IDCLike their colleagues at Gartner, they saw no reason for excessive optimism in the PC market based on the third quarter results, but noted that the number of computers shipped by manufacturers has been growing steadily for two quarters in a row. However, year-on-year, it fell by 7.6% to 68.2 million units in the third quarter. A serious recovery in demand in the PC market will begin in the second half of next year at the earliest.
At least at IDC, such hopes are tied to the approaching end of Windows 10’s lifecycle, as well as the inevitable obsolescence of computing equipment purchased before the pandemic or in its first months. According to IDC experts, PC manufacturers should use the period of relative market calm to optimize their supply chains for components and production connections, as the trend towards relocation outside of China will not disappear in the coming years. In your opinion, the PC market will only be more influenced by the spread of artificial intelligence systems.
In the latter case, the expansion of computers with corresponding capabilities will begin next year and, according to IDC representatives, will contribute to the growth of average PC sales. As you know, Intel and AMD are actively preparing the market entry of consumer-class central processors capable of accelerating at the hardware level some algorithms used in artificial intelligence systems.
According to IDC officials, PC prices will come under pressure in the coming months, although inventories of finished products and components in most areas are already approaching normal levels. IDC attributes the unusual growth in shipments of HP Inc. products observed in the third quarter (by 6.4%) to fluctuations related to the ongoing inventory correction. The 23.1% decline in shipments of Apple-branded computers was due to the high base effect that arose last year due to the company’s efforts to make up for lost time due to previous lockdown periods in China, where Apple laptops were supposed to be manufactured .
Otherwise, according to IDC, the balance of power in the PC market does not differ significantly from Gartner’s version. Lenovo is at the top with 23.5% market share, with HP Inc. in second place. With a market share of 19.8%, Dell Technologies rounds out the top three with a market share of 15%. In fourth place is Apple with a market share of 10.6%, and Asustek Computer closes the top five with a market share of 7.1%. All other PC vendors together control no more than 23.9% of the market and reduced their product shipment volumes by 6.3% in the third quarter compared to the previous year.