In Q2, 2022, global shipments of traditional PCs fell 15.3% year-on-year to 71.3 million units, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. This is the second consecutive quarter of decline in shipments after two years of growth. The decline turned out to be worse than expected as supply and logistics were further affected by store closures in China and macroeconomic factors.
“Fears over a recession continue to mount and weaken demand across segments,” said Jitesh Ubrani, research manager for IDC’s Mobile Device trackers. “Consumer demand for PCs has weakened in the near term and is at risk of perishing in the long term as consumers become more cautious about their spending and once again grow accustomed to computing across device types such as phones and tablets. Meanwhile, commercial demand has been more robust although it has also declined as businesses delay purchases.”
Despite the recent downturn and weakening demand, overall PC market volume is still comparable to the start of the pandemic, which reached 74.3 million units in Q2 2020. The market is still well above pre-pandemic levels. For comparison, in Q2 2018 and Q2 2019 volumes were 62.1 million and 65.1 million units, respectively.
“Commercial PC demand is also showing signs of a slowdown, however there are still pockets of growth expected in certain commercial sub-segments where demand for low-mid range Windows devices remains active and unfilled,” said Neha Mahajan, research manager with IDC’s Devices and Displays team.
The leader is Lenovo, which controls almost a quarter of the industry – 24.6%. In second place is HP with a share of 18.9%, and Dell closes the top three with 18.5%. Although the positions in the top three did not change, Apple still managed to fall to the fifth position, as production during the quarter decreased. As a result, Acer ended up in 4th place in this cycle. Barring further supply issues, IDC expects Apple to ramp up production in the second half of the year.