Computer hardware sales are plummeting. The processors and, above all, the graphics cards are among the most affected.
The pandemic and the partial reorganization of work that followed had led to an increase in sales of computer equipment. Graphics cards had also benefited from the high prices of crypto-currencies. In trompe-l’oeil, the upturn is well and truly over.
Sales down 40 to 50%
More particularly concerned, NVIDIA and its partners risk experiencing a drastic drop in their turnover. Taiwanese graphics card vendors are now predicting a 40-50% drop in graphics card sales in 2022.
But this drop does not only concern dedicated graphics cards, and it is actually the entire industry that is affected. It is thus expected that Chromebook sales will fall by 50 to 60% over the year as a whole, while Windows laptop sales will drop “only” by 10 to 15%.
The latter partly explain the sad forecasts made for Intel, which could see its turnover drop from 8 to 11 billion dollars in 2022. PC sales, overall this time, are estimated at around 10% on the whole year 2022 compared to 2021.
AMD and Apple avoid the worst
Faced with this sad record, two companies seem to be doing well. Whether we are talking about AMD or Apple, the expected results remain positive. Thus, the Apple firm should sell a record number of MacBooks in 2022: we are talking about 28 million machines delivered.
For AMD, the fall in sales is also a reality, and analysts estimate it between 14 and 16%. However, this should not affect the general result of the group, which should remain in the green over the whole of the year thanks, in particular, to the market shares that the company takes on Intel.
The group led by Lisa Su continues to be successful in the Ryzen range and, for the first time, it exceeds 22% market share in the notebook segment. However, it is its offensive in the data center processor market that gives it a nice advantage.
Source : Tom’s Hardware