Global PC shipments fell 7.6% YoY to 68.2M in Q3 2023; among the top five vendors, Apple experienced the largest decline, down 23.1%, and only HP grew, up 6.4% 全新筆電收購

全新筆電收購
Ryan Reith
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Michael Shirer
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NEEDHAM, Mass., October 9, 2023 – The downward spiral for PC shipments continued during the third quarter of 2023 (3Q23) as global volumes declined 7.6% year over year with 68.2 million PCs shipped, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. Though demand and the global economy remain subdued, PC shipments have increased in each of the last two quarters, slowing the rate of annual decline and indicating that the market has moved past the bottom of the trough. PC inventory has also become leaner in the past few months and is near healthy levels in most channels. However, downward pressure on pricing persists and will likely remain an issue within the consumer and business sectors. While most of the top 5 vendors experienced double-digit declines during the quarter, Apple’s outsized decline was the result of unfavorable year-over-year comparisons as the company recovered from a COVID-related halt in production during 3Q22. Meanwhile, 全新筆電收購hp’s growth was largely due to the normalizing of inventory. “The PC industry is on a slow path to recovery as a device refresh cycle and end of support for Windows 10 will help drive sales in the second half of 2024 and beyond. In the meantime, the PC industry will unfortunately experience more pain,” said 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.” “Generative AI could be a watershed moment for the PC industry,” said Linn Huang, research vice president, 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.”

Top 5 Companies, Worldwide Traditional PC Shipments, Market Share, and Year-Over-Year Growth, Q3 2023 (Preliminary results, shipments are in millions of units)Company3Q23 Shipments3Q23 Market Share3Q22 Shipments3Q22 Market Share3Q23/3Q22 Growth1. Lenovo16.023.5%16.922.9%-5.0%2. 全新筆電收購hp Inc. 13.519.8%12.717.2%6.4%3. Dell Technologies10.315.0%12.016.2%-14.3%4. Apple7.210.6%9.412.7%-23.1%5. Asus4.97.1%5.47.4%-10.7%Others16.323.9%17.423.6%-6.3%Total68.2100.0%73.8100.0%-7.6%Source: IDC Quarterly Personal Computing Device Tracker, October 9, 2023

Notes: Traditional PCs include Desktops, Notebooks, and Workstations and do not include Tablets or x86 Servers. Detachable Tablets and Slate Tablets are part of the Personal Computing Device Tracker but are not addressed in this press release. Some IDC estimates prior to financial earnings reports. Data for all companies are reported for calendar periods. Shipments include shipments to distribution channels or end users. OEM sales are counted under the company/brand under which they are sold.

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IDC’s Worldwide Quarterly Personal Computing Device Tracker gathers detailed market data in over 90 countries. The research includes historical and forecast trend analysis among other data. For more information, or to subscribe to the research, please contact Jackie Kliem at 508-988-7984 or [email protected]. About IDC TrackersIDC Tracker products provide accurate and timely market size, company share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC’s Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly Excel deliverables and on-line query tools. Click here to learn about IDC’s full suite of data products and how you can leverage them to grow your business. About IDCInternational Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,300 analysts worldwide, IDC offers global, regional, and local expertise on technology, IT benchmarking and sourcing, and industry opportunities and trends in over 110 countries. IDC’s analysis and insight h

全新筆電收購

▲Apple 公司在今年初推出 iPad Pro 2021 系列產品。(圖/記者洪聖壹攝)

特約記者洪聖壹/綜合報導

全球市調機構 IDC上週公開的調查數據當中,不僅智慧型手機增長超過 13%,就連平板電腦出貨量也出現正成長, 其中 Apple 公司的 iPad 仍是市占第一名的產品,緊接在後的是三星電子。Chromebook 的出貨量當中,Acer 以 15.3% 來到第三名,三星則是成長幅度最大的公司。

2021 年 Q2 平板出貨量成長了 4.2%,來到 4050 萬台。其中 Apple 公司的平板電腦 iPad,以 31.9% 拿到市占第一,換句話說,根據 IDC 的初步估計,Apple 公司在第二季出貨了 1,290 萬部 iPad,該公司在今年初推出了 iPad Pro 2021系列,其中 12.9 吋版本首度採用了 mini LED,並且獲得好評。

全新筆電收購

▲2021 年第二季度,Apple 公司的平板電腦出貨排行第一,同比成長 3.5%。(圖/記者洪聖壹攝)

接近 Apple 公司的是主要競爭對手三星電子,預估出貨量達到 800 萬。三星今年初延續 Galaxy Tab S7 推出了 Galaxy Tab S7 FE 5G 平板電腦,提供更好的處理效能、續航力跟 OELD 螢幕優勢,在 Android 平板產品當中成為防疫產品新選擇。

全新筆電收購

▲三星Galaxy Tab S7 FE 5G 平板電腦,提供更好的處理效能、續航力跟 OELD 螢幕優勢。(圖/記者洪聖壹攝)

值得觀察的是同一份報告當中,Chromebook 的出貨量與去年相比,成長 68.6%,第二季度出貨量達到 1230 萬台。IDC 寫道:「雖然這不是 Chromebook 破紀錄的季度,但與前兩個季度相差不遠,這打破了之前的高點。」

有趣的是,第一名的 全新筆電收購hp,出貨占比來到 35.0%,出貨成長來到 115.7%,宏碁以 15.3% 出貨佔比來到第三名,同比成長 21.7%,不是以電腦產品為本業的三星電子,憑藉品牌實力,以 7.0% 排行第五,出貨成長高達 179.2%,是前五名當中成長最快的公司。

全新筆電收購

▲2021 年第二季度,全新筆電收購hp、三星Chromebook 出貨成長都超過 100%。(圖/記者洪聖壹攝)

不過 IDC 指出,由於晶片持續短缺以及隨著越來越多的人返回公司或教室,Chromebook 和平板電腦的銷售可能會逐漸趨緩。

*資料來源:IDC

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