PC slump continues
Author: EIS Release Date: Jan 22, 2024
Q4 PC shipments of 67.1 million were down 2.7% y-o-y, reports IDC. It was the eighth consecutive quarter of y-o-y shipment volume contraction and the lowest Q4 volume since 4Q06.
In 2022, shipments fell 16.5% y-o-y and preliminary results suggest an additional 13.9% contraction in 2023 compared to 2022.
The top companies in the industry remain largely unchanged, and just like the overall market, they too are experiencing unusual quarterly growth swings.
Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, Q4 2023 (Preliminary results, shipments are in millions of units)
Company 4Q23 Shipments 4Q23 Market Share 4Q22 Shipments 4Q22 Market Share 4Q23/4Q22 Growth
1. Lenovo 16.1 24.0% 15.5 22.5% 3.9%
2. HP Inc. 13.9 20.8% 13.2 19.2% 5.4%
3. Dell Technologies 9.9 14.8% 10.8 15.7% -8.2%
4. Apple 5.7 8.5% 7.0 10.1% -18.4%
5. Asus 4.2 6.3% 4.8 7.0% -11.9%
Others 17.2 25.7% 17.7 25.6% -2.4%
Total 67.1 100.0% 68.9 100.0% -2.7%
Source: IDC Quarterly Personal Computing Device Tracker, January 10, 2024
Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, Calendar Year 2023 (Preliminary results, shipments are in millions of units)
Company 2023 Shipments 2023 Market Share 2022 Shipments 2022 Market Share 2023/2022 Growth
1. Lenovo 59.0 22.7% 68.0 22.6% -13.2%
2. HP Inc. 52.9 20.4% 55.3 18.3% -4.3%
3. Dell Technologies 40.0 15.4% 49.8 16.5% -19.6%
4. Apple 21.7 8.4% 27.9 9.3% -22.4%
5. Asus 16.8 6.5% 20.5 6.8% -18.1%
Others 69.1 26.6% 79.9 26.5% -13.6%
Total 259.5 100.0% 301.5 100.0% -13.9%
Source: IDC Quarterly Personal Computing Device Tracker, January 10, 2024
Notes:
Traditional PCs include Desktops, Notebooks, and Workstations and do not include Tablets or x86 Servers. Detachable Tablets and Slate Tablets are part of the Personal Computing Device Tracker but are not addressed in this press release.
Shipments include shipments to distribution channels or end users. OEM sales are counted under the company/brand under which they are sold.