The PC market is coming off two years of double-digit
growth, so while the first quarter decline is a change in this momentum, it
doesn't mean the industry is in a downward spiral. Despite ongoing supply chain
and logistical challenges, vendors still shipped 80.5 million PCs during the
quarter. The 1Q22 volume marks the seventh consecutive quarter where global
shipments surpassed 80 million, a feat not seen since 2012.
"The focus shouldn't be on the year-over-year decline
in PC volumes because that was to be expected. The focus should be on the PC
industry managing to ship more than 80 million PCs at a time when logistics and
supply chain are still a mess, accompanied by numerous geopolitical and
pandemic-related challenges," said Ryan Reith, group vice president with
IDC's Worldwide Mobile Device Trackers.
"We have witnessed some slowdown in both the education
and consumer markets, but all indicators show demand for commercial PCs remains
very strong. We also believe that the consumer market will pick up again in the
near future. The result of 1Q22 was PC shipment volumes that were near record
levels for a first quarter."
The rankings among the top vendors remained unchanged in
1Q22 compared to the fourth quarter of 2021. Lenovo remained the top company
with 22.7% market share, followed by HP Inc., Dell Technologies, and Apple.
ASUS and Acer tied* for the number 5 position in 1Q22.
Dell, Apple, and ASUS were the only top-tier vendors that
saw year-over-year shipment growth. As a result of the on-going supply chain
shortages and a challenging comparison to a strong 1Q21, notebook PCs saw a
year-over-year decline while desktops grew slightly.
"Even as parts of the market slow due to demand
saturation and rising costs, we still see some silver linings in a market that
has reached an inflection point towards a slower pace of growth," said Jay
Chou, research manager for IDC's Quarterly PC Monitor Tracker.
"Aside from commercial spending on PCs, there are still
emerging markets where demand had been neglected in the earlier periods of the
pandemic, and higher end consumer demand also has held up.
Top 5 Companies, Worldwide Traditional PC Shipments, Market
Share, and Year-Over-Year Growth, Q1 2022 (Preliminary results, shipments are
in thousands of units)