Worldwide shipments of traditional PCs declined 15.3% year over year to 71.3 million units in the second quarter of 2022 (2Q22. This was the second consecutive quarter of lower shipments following two years of growth. The decline was worse than expected as supply and logistics further deteriorated due to the lockdowns in China and persistent macroeconomic headwinds.
“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 decline and weakening demand, the total PC volume is still comparable to the beginning of the pandemic when volumes reached 74.3 million in the second quarter of 2020 and the market is still well above pre-pandemic levels as volumes in the second quarter of 2018 and 2019 were 62.1 million and 65.1 million units respectively.
“With education PC appetite saturating and consumer demand stagnating, the U.S. PC market is staring at another quarter of double-digit decline across most segments,” said Neha Mahajan, research manager with IDC‘s Devices and Displays team. “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.”
While rankings among the top 3 companies did not change, Apple did manage to slip into the fifth position, tying* the company with ASUS, as production dipped during the quarter. As a result, Acer found itself in 4th place this cycle. Barring any further supply issues, IDC expects Apple to ramp up its production in the second half of the year.