PC Shipments Continued to Slump During the Holiday Quarter with Recovery Now Looking like 2024, According to IDC Tracker

NEEDHAM, Mass.–(BUSINESS WIRE)–#Desktop–Global shipments for traditional PCs fell below expectations in the fourth quarter of 2022 (4Q22) as 67.2 million PCs were shipped, down 28.1% from the prior year, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. The 4Q22 shipments are comparable to the fourth quarter of 2018, when the market was constrained by Intel’s supply challenges. It is clear the pandemic boom is over for the PC market, but despite recent declines, annual shipments for 2022 were well above pre-pandemic levels at 292.3 million units for the full year. However, demand remains a concern as most users have relatively new PCs and the global economy worsens.

“Average selling prices (ASPs) across many channels also fell as excess channel inventory over the course of the past few months triggered discounting in an effort to spur demand,” said Jitesh Ubrani, research manager for IDC’s Mobility and Consumer Device Trackers. “Despite these efforts, inventory management of finished PCs as well as components will remain a key issue in the coming quarters and has the potential to further affect ASPs.”

Supply side activity shows many large vendors entered 2023 with a cautious outlook, but the consensus is that portions of the PC market could return to growth in late 2023 with the overall market following in 2024. The commercial segment has several drivers towards growth, including the approaching end of support for Windows 10 and a building refresh cycle, while the consumer market remains a wildcard for 2023 and beyond.

“Consecutive quarters of declines clearly paint a gloomy picture of the PC market, but this is really all about perception,” said Ryan Reith, group vice president with IDC’s Worldwide Mobility and Consumer Device Trackers. “2021 was near historic levels for PC shipments, so any comparison is going to be distorted. There’s no question when we look back at this time that the rise and fall of the PC market will be one for the record books, but plenty of opportunity still lies ahead. We firmly believe the market has the potential to recover in 2024 and we also see pockets of opportunity throughout the remainder of 2023.”

Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, Q4 2022 (Preliminary results, shipments are in millions of units)

Company

4Q22

Shipments

4Q22 Market

Share

4Q21

Shipments

4Q21 Market

Share

4Q22/4Q21

Growth

1. Lenovo

15.5

23.0%

21.6

23.1%

-28.5%

2. HP Inc.

13.2

19.6%

18.6

19.9%

-29.0%

3. Dell Technologies

10.8

16.1%

17.2

18.4%

-37.2%

4. Apple

7.5

11.2%

7.7

8.2%

-2.1%

5. ASUS

4.8

7.2%

6.1

6.5%

-20.9%

Others

15.4

22.9%

22.3

23.9%

-31.0%

Total

67.2

100.0%

93.5

100.0%

-28.1%

Source: IDC Quarterly Personal Computing Device Tracker, January 10, 2023

 
 

Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, 2022 (Preliminary results, shipments are in millions of units)

Company

2022

Shipments

2022 Market

Share

2021

Shipments

2021 Market

Share

2022/2021

Growth

1. Lenovo

68.0

23.3%

81.8

23.4%

-16.9%

2. HP Inc.

55.3

18.9%

74.0

21.1%

-25.3%

3. Dell Technologies

49.8

17.0%

59.3

16.9%

-16.1%

4. Apple

28.6

9.8%

27.9

8.0%

2.5%

5. ASUS

20.6

7.0%

21.8

6.2%

-5.7%

Others

70.1

24.0%

85.2

24.3%

-17.8%

Total

292.3

100.0%

350.1

100.0%

-16.5%

Source: IDC Quarterly Personal Computing Device Tracker, January 10, 2023

Notes:

  • Some IDC estimates prior to financial earnings reports. Data for all companies are reported for calendar periods.
  • Shipments include shipments to distribution channels or end users. OEM sales are counted under the company/brand under which they are sold.
  • 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.

In addition to the tables above, a graphic illustrating the worldwide market share for the top 5 Traditional PC companies over the previous five quarters is available by viewing this press release on IDC.com.

IDC’s Worldwide Quarterly Personal Computing Device Tracker gathers detailed market data in over 90 countries. The research includes historical and forecast trend analysis among other data.

For more information, or to subscribe to the research, please contact Jackie Kliem at 508-988-7984 or [email protected].

About IDC Trackers

IDC Tracker products provide accurate and timely market size, company share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC’s Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly Excel deliverables and on-line query tools.

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About IDC

International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,300 analysts worldwide, IDC offers global, regional, and local expertise on technology, IT benchmarking and sourcing, and industry opportunities and trends in over 110 countries. IDC’s analysis and insight helps IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is a wholly owned subsidiary of International Data Group (IDG), the world’s leading tech media, data, and marketing services company. To learn more about IDC, please visit www.idc.com. Follow IDC on Twitter at @IDC and LinkedIn. Subscribe to the IDC Blog for industry news and insights.

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Bryan Ma

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Ryan Reith

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+1 508-935-4301

Michael Shirer

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+1 508-935-4200

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