With the workforce mostly reporting on-site now and students going to schools for their classes, PC devices are experiencing a decline in shipments. According to the latest data from International Data Corp., global shipments totaled 74.3 million units during the third quarter of 2022 (3Q22).
Cooling demand and uneven supply have contributed to a year-over-year contraction of 15%. However, shipment volumes remain well above pre-pandemic levels when PC volumes were largely driven by commercial refreshes due to the looming end of support for Windows 7.
“Consumer demand has remained muted though promotional activity from the likes of Apple and other players has helped soften the fall and reduce channel inventory by a couple weeks across the board,” said Jitesh Ubrani, research manager for IDC’s Mobility and Consumer Device Trackers. “Supply has also reacted to the new lows by reducing orders with Apple being the only exception as their third quarter supply increased to make up for lost orders stemming from the lockdowns in China during the second quarter.”
Lenovo remains the top vendor with a 22.7% market share and is followed by HP Inc. with 17.1%, Dell Technologies with 16.1%, Apple with 13.5%, and Asus with 7.5%.
“In addition to shipment volumes, we’ll be keeping a close eye on how average selling prices (ASPs) trend this quarter,” said Linn Huang, research vice president, Devices & Displays at IDC. “Shortages over the last several years have aggressively driven product mix shifts toward the premium end. This, coupled with cost increases of components and logistics, drove ASPs up five quarters in a row to $910 in 1Q22, the highest since 2004. However, with demand slowing, promotions in full swing, and orders being cut, the ASP climb was reversed in 2Q22. Another quarter of ASP declines indicates a market in retreat.”