Apple and Dell shipments increase but PC market shrinks

Apple and Dell are the only two major PC vendors whose global shipments increased in the first quarter of 2022, as shipments for the broader PC industry fell 4.3% from the first quarter of 2022. year 2021.

For many vendors, the two-year period of consecutive growth in PC shipments is well and truly over. Research firm Counterpoint is the latest to confirm the trend after Apple released its results for the second quarter of fiscal 2022 on Thursday, a quarter in which Mac sales rose 14.3% year-over-year. .

Counterpoint estimates Apple’s Mac shipments increased 8% year-on-year in the first quarter of 2022 to 7.1 million units. Dell’s shipments increased 1% over the period to 13.8 million units. HP meanwhile saw its shipments slip 16% to 15.9 million units, while Lenovo’s fell 9.5% to 18.2 million units. Overall, Counterpoint estimates that global PC shipments fell 4.3% from a year earlier, to 78.7 million units.

Lenovo is still the market leader, followed by HP, Dell and Apple. Apple’s sales were boosted by the success of its M1 Macs.

Supply constraints that still weigh

Earlier this month, IDC estimated that PC shipments fell 5.1% year-on-year in the first quarter of 2022, to 80.5 million units. The main cause of the decline was due to supply constraints and shortages of silicon, but also weaker consumer demand and a saturated education market, while corporate purchases remained strong, according to IDC.

Microsoft said Windows OEM revenue for the third quarter of fiscal 2022 was up 11% year over year, but the company expects low to mid-single digit growth for the next quarter, though she insists that Windows PCs have never been more relevant.

William Li, a researcher at Counterpoint, believes that component shortages will ease in the second half of 2022. compared to the second half of 2021. The 2021 backlog continued to contribute substantially to PC shipments in early 2022. This confirms our previous view that PC shipments should plateau again in 2022,” said said William Li.

“Our checks suggest that the PC supply chain has become relatively cautious on the mid-Q1 2022 shipment outlook, largely due to global inflation and regional disputes, which have brought uncertainty to PC demand and have muddied the overall momentum for PC shipments to come. Overall PC shipments in 2022 are expected to be lower than our forecast made at the end of 2021.”

Although supply constraints may ease, Apple CEO Tim Cook has warned of a $4 billion to $8 billion squeeze on sales in the next quarter due to supply constraints. However, he also said supply constraints in the second quarter were less severe than in the December 2021 quarter. “Looking ahead, we see two sources of supply constraints. One is the Covid-related outages, and there are the industry-wide silicon shortages that are going to continue,” he said.


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