Published in PC Hardware

Analysts note PC shipments back to growth

by on10 July 2020


Recoving from Coronvirus

Two leading analysts are saying that PC shipments saw growth in 2019, only to have the coronavirus pandemic cut the celebration short in Q1 2020.

Gartner and IDC both say that in the second quarter the PC market grew between 2.8 per cent and 11.2 per cent in second quarter 2020, according to research firms Gartner and IDC. Gartner called the rebound “a short-term recovery,” while IDC classified it as “strong demand driven by work-from-home as well as e-learning needs.”

The PC market saw six years of quarterly PC shipment declines, followed by mixed quarters in 2018 and 2019.

The pare said that the last quarters of 1019 were positive with the Windows 10 refresh cycle drove 2019 gains in the business market.

2020 was expected to see gains thanks to 5G and dual-screen devices. Instead, we saw reduced supply due to the outbreak of COVID-19 in China (the world’s largest supplier of PCs), leading to the sharpest decline in years. Now it looks like supply constraints have been addressed, while a rise in work from home and distance learning is driving more demand from businesses and consumers alike.

Gartner said that worldwide PC shipments grew 2.8 per cent to 64.8 million units in the second quarter 2020. The top six vendors were Lenovo (+0.3 per cent), HP (+3.0 per cent), Dell (-0.5 per cent), Apple (+0.1 per cent), Acer (+0.9 per cent), and Asus (+0.8 per cent). As you can see in the chart below, Gartner found that in the top six, only Dell saw a decline in PC shipments for second quarter 2020, which is surprising given that only Dell saw gains in Q1 2020.

Gartner PC shipments Q2 2020

HP did the best and caught up to Lenovo. Dell is a distant third, but it’s still closer to the top two than Apple, Acer, and Asus are to it. Last year, Dell’s growth was outpacing its bigger rivals.

IDC

IDC estimates worldwide PC shipments grew 11.2 per cent to 72.3 million shipments in Q2 2020. The top five vendors in IDC’s results were HP (+1.4 per cent), Lenovo (-0.8 per cent), Dell (-1.3 per cent), Apple (+1.4 per cent), and Acer (+0.1 per cent). IDC found Lenovo’s share declined, which let HP move into first place. Dell rounded out the top three as always, and per IDC declined as well.

IDC PC shipments Q2 2020

 

Last modified on 10 July 2020
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