According to research by IDC Tracker, global PC shipments show a decline again in the third quarter of 2023 despite signs of market improvement. The shipment is down by 7.6% year over year with 68.2 million PCs shipped.
The preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker show demand and the global economy are still weak. Shipments, however, rose in each of the previous two quarters, decreasing the yearly decline and proving that the market is no longer at the bottom of the trough.
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In the past few months PC inventory has also become less substantial and is now close to healthy levels in most channels. As per the analyst the consumer and business sectors are experiencing downward pricing pressure that is anticipated to stay around.
The top 5 vendors saw double-digit decreases throughout the quarter but Apple’s huge loss was caused by challenging YoY comparisons as the company recovered from a COVID-related production halt during the third quarter of 2022. On the other hand, HP’s growth was mostly the result of inventory returning to normal.
But this not going to last long as the PC sector is still recovering slowly. Reportedly the device refresh cycle and end of support for Windows 10 will help drive sales in the second half of 2024 and beyond. Unfortunately, the PC industry will continue to suffer meanwhile. As per Jitesh Ubrani, research manager for IDC’s Mobility and Consumer Device Trackers, “The slowness in the industry is giving the supply chain an opportunity to explore procurement and production options outside China and this will likely remain a key issue going forward, second only to the advancement of AI within PCs.”
“While the Generative AI could be a watershed moment for the PC industry,” said Linn Huang, research vice president, of Devices & Displays at IDC. “While use cases have yet to be fully articulated, interest in the category is already strong. AI PCs promise organizations the ability to personalize the user experience at a deeper level all while being able to preserve data privacy and sovereignty. As more of these devices launch next year, we expect a significant boost to overall selling prices.”
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