Canalys Chief Analyst: The U.S. PC market will recover

News on May 30, according to data released by Canalys, the U.S. personal computer (PC) market showed a downward trend in the first quarter of 2023. Shipments, the sum of desktops, laptops and workstations, fell 28% year-on-year to only 14 million units. Among them, shipments of notebook computers (including mobile workstations) fell by 31% to only 11.4 million units, while shipments of desktop computers (including desktop workstations) fell even more significantly, reaching 28% to only 2.7 million units. Driven by Apple's iPad, tablets performed relatively well, with shipments falling only 7% to 10.8 million units.

Despite the short-term difficulties, Canalys predicts that the U.S. personal computer market is about to recover. According to the editor's understanding, shipments are expected to increase by 6% year-on-year in the fourth quarter of 2023, and by 2024, the growth rate is expected to reach 13%.

Ishan, Chief Analyst at Canalys Dutt said: "The industry has shown some signs of recovery. As we enter the second quarter of 2023, the inflation rate has fallen below 5%, indicating that further tightening of monetary policy is unlikely. Business markets are also improving and are expected to PC demand will pick up in the second half of the year. Vendors are reporting relatively high activation rates for end-user devices, signaling that high inventory clearance is nearing completion. Once inventories return to health, PC shipments will be on track to Wave growth. In addition, as students return to school after vacation, the demand for personal computers in the education field will also increase. In addition, by 2024, Windows The upgrade to 10 will also become an important driving force for device updates. According to the editor’s understanding, as of the first quarter of 2022, Windows 11 is not yet a major driver of PC sales. Therefore, manufacturers with diverse product portfolios, strong channel management capabilities and healthy supply chains will be able to take advantage of the demand recovery trend. ”

According to data, in the U.S. market in the first quarter of 2023, Dell ranked first with shipments of 3.801 million units, occupying 27.1% of the market share. Secondly, Dell ranked first with shipments of 3.801 million units. It’s HP, which shipped 3.733 million units and had a market share of 26.6%. Lenovo ranked third, shipping 2.119 million units and had a market share of 15.1%. Apple ranked fourth in terms of shipments, shipping The sales volume was 1.715 million units, accounting for 12.2% of the market share.

In the tablet computer market, Apple’s iPad performed strongly, with shipments reaching 5.404 million units in the first quarter, accounting for 50% of the US tablet market share. %. Amazon and Samsung ranked second with market shares of 18.9% and 16.3% respectively.

In the first quarter of 2023, the personal computer market in mainland China also declined, which is worthy of attention compared with the US market. According to According to the editor's investigation, the shipment volume of personal computers in mainland China has dropped by 24% year-on-year to only 8.9 million units. The shipment volume of desktop computers has dropped by 28% to only 2.8 million units, while the shipment volume of notebook computers has dropped by 22%. %, with only 6.1 million units shipped. On the contrary, the tablet market bucked the trend and rose, with total shipments increasing 38% year-on-year to 6.5 million units.

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