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Shipments for PCs Fell by 4.3% Last Quarter, Experts Remain Hopeful for H2 2022 Rebound

The impact of the pandemic has been quite far reaching, and we are still experiencing the brunt of it despite the virus itself becoming less deadly and easier to handle. The supply chain crunch that occurred in 2019 caused widespread havoc in many industries, but the shortage of components including semiconductors that it brought about might just be the biggest problem out of all because it continues to have a negative effect on PC shipments and sales.

2021 saw numerous PC manufacturers facing an order backlog. The component shortage eased during the latter half of that year, but in spite of the fact that this is the case PC shipments still fell by 4.3% during the first quarter of 2022 that just went by. Rising geopolitical tensions and widespread inflation are further contributing to the poor performance of the PC sector, but with all of that having been said and now out of the way it is important to note that many experts believe the component shortage might be over in a few months.

Lenovo continued to be the biggest player in the PC market, but its sales fell by 10% last quarter to 18.2 million from 20.1 million in the last quarter of 2021. HP’s drop in shipments was even worse, with their shipments falling 16% to 15.9 million from 18.8 million in the previous quarter. However, Dell and Apple both managed to see positive growth rates in Q1 2022. Dell saw shipments increase by 1% to 13.8 million from 13.6 million, and Apple saw a surprisingly healthy growth rate of 8% in its global PC shipments.
Additionally, other PC manufacturers saw a 3% increase in shipments as well when taken as a whole. This seems to suggest that Lenovo and HP are the ones driving this shipment decrease, though their major status in this industry might have a lot to do with that. It remains to be seen if the supply chain crunch will sort itself out this year, because previous predictions have been erroneous and failed to predict further delays in crisis resolution.

H/T: CPR

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