Gartner analyzed that the global PC market in the second quarter of 2022 was large.
According to Gartner, global PC shipments in 2022 were 12.6% year-on-year, a total of 72 million units. This is the maximum annual decline in nine years. Gartner analyzed that geopolitical anxiety, economic anxiety, and supply chain issues caused by Russia’s invasion of Ukraine affect the market.
Gartner Kita and Mikako Research Director said, The decline in the first quarter has accelerated in the second quarter. This is caused by geopolitical instability caused by Russia’s invasion of Ukraine, pressure on spending due to inflation, and a steep demand for chromebooks.
The decline in demand for Chromebooks was also prominent in the first quarter. The industry believes that public institutions and educational institutions have purchased Chromebooks due to remote work and educational demand due to Corona 19, but demand has dropped sharply due to not continuing this expenditure as daily recovery approaches.
Mikako said, The chaos of the supply chain continued, but the main cause of the delay of supply of PCs has changed from lack of parts to distribution. In the second quarter, corporate buyers had to suffer PC supply delays, but by the end of the second quarter, the Lead Time tended to improve. This seems to be due to the restriction of traffic regulations in Chinese cities in the middle of the quarter.
Both the world’s largest PC sellers (Lenovo, HP, and Dell) suffered a decrease in PC shipments, but the ranking between them has not changed. However, HP decreased by 27.5%, while Dell decreased by 5.2%, reducing the gap between the two corporate corporate gaps to 0.3% p.
Meanwhile, Apple shipped 6.4 million units in the second quarter, the only company to increase sales of 9.3%. This seems to be due to the popularity of the M1 chipset device. However, another market research firm IDC estimated Apple shipments to 4.8 million at the same time and announced that it decreased by 22.5% compared to the previous year.
By region, the US PC market fell 17.5% in 2Q. Although there was an increase in shipments in desktop PCs and laptops, the demand for Chromebooks was offset by a 50% decrease from the same period last year.
The most frequently hit market in the second quarter of 2022 is the EMEA area. The shipment volume decreased by 18%, selling only 17.8 million units.
Mikako said, This year, this year, compared to the past two years, when the growth of the Corona 19 influences and the interest in the PCs of consumers and education have been brought to the past two years. The suspension and withdrawal of the PC business in the Russian region due to the Ukrainian war had a greater impact. In the EMEA PC trading volume, the shipments of PC sales in Russia accounted for 5-10%of the total PC sales.
In the Laptop shipments, there was a decrease of 20%in the EMEA region. This is because consumer demand in various countries in the EMEA area has been sluggish, and oil prices and inflation have influenced it. The rapid inflation had a negative impact on consumer purchasing power, which is likely to continue until the first quarter of 2023.
The PC market in the APAC area, including Japan, dropped 5.2%, and the leading led to the decline in the Chinese PC market. This is because China’s Zero Corona policy has been blocked by Shanghai’s blockage and logistics, as well as online orders and delivery in Shanghai.
In the Japanese PC market, there was a decrease of 10.8%. This is partly influenced by a sharp drop in yen. The price of the PC has steadily increased due to the weak yen. The rise in oil prices, the temporary impact of China’s blockade, and the tightening of IT spending also affected.