Briefly: After seven consecutive quarters of decline and one of many worst years within the PC business’s historical past, the market is lastly rebounding, having skilled its second consecutive quarter of development. The three% enhance in shipments was pushed by Apple, which noticed the biggest year-on-year development of all the highest 5 firms.
Analyst agency IDC’s newest report on the state of the PC market reveals whole shipments within the second quarter reached 64.9 million, a 3% enhance in comparison with the identical interval a yr earlier. That determine would have been larger had been it not for weak leads to China holding the worldwide market again. When excluding the Asian nation’s information, international shipments had been up 5%.
One other quarter of development is welcome information after the catastrophe that was 2023. Desktop and laptop computer workstation shipments fell 8.8% final yr, in line with IDC, representing the second-worst drop because the analyst’s information started in 2008. Gartner, in the meantime, stated that 2023 was the worst year in historical past for the general PC business, with shipments down 14.8% year-over-year.
Ryan Reith, group vp with IDC’s Worldwide Gadget Trackers, stated that the hype round AI PCs and the arguably extra necessary business refresh cycle has given the PC market the shot within the arm it wanted.
particular person producers, Lenovo stays on high with 14.7 million shipped models for a 22.7% market share, although second-place HP’s shipments had been only one million decrease.
Fourth-place Apple noticed the biggest yearly enhance out of all the highest corporations. Cupertino’s shipments had been up 20% to five.7 million. Observe that the figures don’t embody x86 servers or tablets, an space that Apple dominates with its iPad line.
| Firm | 2Q24 Shipments | 2Q24 Market Share | 2Q23 Shipments | 2Q23 Market Share | 2Q24/2Q23 Development |
|---|---|---|---|---|---|
| 1. Lenovo | 14.7 | 22.7% | 14.2 | 22.5% | 3.7% |
| 2. HP Inc. | 13.7 | 21.1% | 13.4 | 21.3% | 1.8% |
| 3. Dell Applied sciences | 10.1 | 15.5% | 10.3 | 16.4% | -2.4% |
| 4. Apple | 5.7 | 8.8% | 4.7 | 7.5% | 20.8% |
| 5. Acer Group | 4.4 | 6.8% | 3.9 | 6.2% | 13.7% |
| Others | 16.3 | 25.1% | 16.5 | 26.1% | -1.1% |
| Whole | 64.9 | 100.0% | 63.1 | 100.0% | 3.0% |
The remainder of the desk is made up of third-place Dell – the one firm that noticed its annual shipments contract (by 2.4%) – and fifth-place Acer, which noticed the second-highest shipments enhance (13.7%).
Jitesh Ubrani, analysis supervisor with IDC’s Worldwide Cellular Gadget Trackers, stated promotional actions from manufacturers and channels have boosted the market. The low costs attributable to extra stock final yr additionally appear to be a factor of the previous, resulting in development in common promoting costs.
