Declining demand, excess inventories, and a deteriorating macroeconomic environment have all contributed to the IDC report. big drop Q1 2023 Legacy PC Shipments. PC shipments fell 29% year-over-year, hitting all PC makers. But surprisingly, Apple was the hardest hit.
According to initial data from IDC, worldwide PC shipments were 56.9 million units, down 29% from the same period in 2022. Analysts believe these results mark the end of the COVID-induced period of demand and a temporary return to his pre-COVID trend. Q1 2023 shipments were significantly below Q1 2019 and Q1 2018 shipments of 59.2 million and 60.6 million units, respectively.
All PC makers lost sales in the first quarter, but Apple probably suffered the biggest loss, down 40.5% year-over-year. Apple has mostly focused on his iPhone and services business in recent years, which may have been able to divert resources and attention away from his traditional PC lineup. In fact, the company launched his M2 Pro and M2 Max-based laptops early in the first quarter (usually in the low season) and refreshed its desktop lineup with the M1 series system-on-chip starting in 2020. I never did.
Apple’s M1 may still offer good performance-per-watt and single-threaded performance (given its 8-wide decoding architecture), but it’s now three years old, and it’s hard to beat an M1-based PC. The customer who wanted it has already got it. one.
As far as the PC market as a whole is concerned, the ranking remained unchanged. The top five PC makers by market share were Lenovo (23.9%), HP (21.5%), Dell (16.0%), Apple (7.5%), and Acer (6.4%).
Jitesh Ubrani, research manager for Mobility and Consumer Device Trackers at IDC, said: “Even with the significant price cuts, channels and PC makers can expect inventory to continue to rise through the middle of the year and potentially into the third quarter.”
Sluggish growth and demand will allow supply chains to adapt as PC OEMs consider alternative manufacturing outside of China, according to IDC. At the same time, PC makers are adjusting their strategies for the rest of the year and placing orders for Chromebooks in anticipation of increased licensing fees later in the year. Nonetheless, near-term PC shipments will likely struggle as a recovery is expected by the end of the year as the global economy improves and users look to upgrade to Windows 11.
IDC points out that there is another factor behind the PC market stagnation. Analysts believe the slowdown will allow supply chains to adapt as factories explore manufacturing alternatives outside of China and adjust their strategies for the rest of the year.
Nonetheless, near-term PC shipments will likely struggle as a recovery is expected by the end of the year as the global economy improves and users look to upgrade to Windows 11, according to IDC. I guess.
Linn Huang, research vice president of devices and displays at IDC, said: “If the economy is on an upward trajectory by then, we expect the market to boost significantly as consumers upgrade, schools replace worn-out Chromebooks, and businesses move to Windows 11. But if economic stagnation continues into next year in major markets, recovery will be a slow process.”
