It might be more durable to get a brand new PC this vacation season, as provide chain points proceed to hinder the market. Numbers shared by analysts as we speak present that element shortages associated to the COVID-19 pandemic are nonetheless very a lot affecting PC provide—and demand.
“The shortfall in provide of PCs is predicted to final effectively into 2022, with the vacation season of this 12 months set to see a good portion of orders not met,” Ishan Dutt, senior analyst at Canalys, mentioned in a press release.
The most important issue slowing the expansion of desktop, laptop computer, and workstation shipments is disruption to the worldwide provide chain and logistics community, Dutt mentioned. Producers are coping with restrictions and even lockdowns, particularly in Asia. This case is resulting in backlogs for PC-makers and their companions.
International progress, US decline
Around the globe, Q3 2021 was a time of progress for the PC market, in keeping with Canalys, which reported 5 p.c progress in comparison with Q3 2020, and IDC, which noticed 3.9 p.c progress. Nonetheless, the US really noticed a decline. Canalys reported the decline at over 9 p.c 12 months over 12 months (IDC didn’t disclose the determine in its announcement). This was partially as a result of parts scarcity, which has been affecting numerous elements, like built-in circuits utilized in energy administration and Wi-Fi modules, for instance. Nonetheless, one other contributor was merely that many People had already just lately purchased a brand new PC by then.
“Bottlenecked provide chains and ongoing logistic challenges led the US PC market into its first quarter of annual cargo decline for the reason that starting of the pandemic,” Neha Mahajan, senior analysis analyst of Gadgets and Shows at IDC, mentioned in a press release.
“After a 12 months of accelerated shopping for pushed by the shift to distant work and studying, there’s additionally been a comparative slowdown in PC spending, and that has induced some softening of the US PC market as we speak. But provide clearly stays behind demand in key segments, with stock nonetheless beneath regular ranges,” Mahajan mentioned.
Some PC-makers are deprioritizing mature markets just like the US in favor of markets with extra accelerated progress.
Lenovo on prime
Each IDC and Canalys discovered that in Q3 2021, Lenovo shipped extra PCs than some other model, adopted by HP, Dell, and Apple. Lenovo represented about 23 p.c to 24 p.c of marketshare, relying on which analyst’s numbers you have a look at, and was adopted by HP (about 20-21 p.c), Dell (round 18 p.c), after which Apple (roughly 9 p.c).
Dependence on Chromebooks hurt HP, which has seen its growth plummet (by 5.7 p.c in Q3, Canalys mentioned) as extra college students return to in-person studying.
There have been 86.7 million PCs shipped in Q3, in keeping with IDC, whereas Canalys reported 84.1 million. Desktops and workstations reportedly confirmed essentially the most progress (12 p.c in comparison with 3 p.c for laptops and workstations, as per Canalys, however there have been extra laptops and workstations shipped (67.4 million versus 16.6 million).