Canalys has just released its figures for the global PC market for the first quarter of 2023. Shipments amounted to 5,397,000 units, a significant drop of 32.6% compared to the 8,064,000 units in Q1 2023. It this is the fourth consecutive quarter of double-digit decline.
By typology, laptop shipments were 41.8 million units, down 34% from the previous year. Desktops did not experience the same decline as laptops, with a 28% drop to 12.1 million units.
The top five suppliers by first quarter 2023 shipments are as follows. All numbers in parentheses are year-over-year numbers and year-over-year comparisons.
Number 1: Lenovo
- Units delivered: 12.729 million (18.258 million, -30.3%).
- Market share: 23.6% (22.8%)
2e seat: HP
- Units delivered: 1,199,000 (1,581,000, -24.1%)
- Market share: 22.2% (19.7%)
3e Location: Dell
- Units delivered: 9,481,000 (1,374,000, -31.0%)
- Market share: 17.6% (17.2%)
4e Place: Apple
- Units delivered: 4,048,000 (7,422,000, -45.5%)
- Market share: 7.5% (9.3%)
5e Place: Asus
- Units delivered: 3,918,000 (5,544,000, -29.3%)
- Market share: 7.3% (6.9%)
- Units delivered: 11.804 million (19.279 million, -38.8%)
- Market share: 21.9% (24.1%)
- Units delivered: 5.397 million (8.064 million, -32.6%)
Why there is no fire at the lake
Canalys estimates that the decline in unit shipments bottomed out in the first quarter of 2023. It should start to recover in the second half of 2023. The upside momentum should then increase in 2024.
Overall, the severe downward movement in PC shipments is explained by users’ appetite for the years 2020 and 2021, periods of the pandemic, when sales of computer equipment, especially mobiles, have soared. The current backlash is explained by this cyclical phenomenon.
The particularly heavy fall of Apple (-45.5%) is explained by the fact that the sales of machines of this actor had held up better than those of other manufacturers in recent months, in particular during the Christmas holidays. It would therefore be a fair readjustment compared to its competitors.
Still, the tensions between the United States and China, the main place of production of computers to date, weigh on the future of the ecosystem. This “pause in growth and demand” should be the opportunity to “make changes, with many factories starting to explore production options outside of China”, explain the IDC analysts, who side figures s align with those of Canalys.
Source: IDC report of April 9, 2023.