A Counterpoint Research report – published today by gizmochina – reveals that PC sales for the third quarter of 2022 fell by 15.5% year-on-year. PC OEM claimed to have shipped 71.1 million units in the third quarter of this year. Counterpoint reports that the negative trend is a continuation of the -11.1% down recorded in the second quarter of 2022.
The decline in the third quarter is largely attributed to weak demand in the consumer and commercial markets. According to Counterpoint the main causes can be found in the current global inflation. Both OEM and ODM have a negative outlook for the fourth quarter of 2022 and the first half of 2023, despite the problem of component shortages being resolved.
PC sales are down but Apple continues to grow
As for OEMs, Apple reported 7% growth in shipments every year. This is because the Cupertino giant announced a new product at the end of the second quarter and shipments were replenished after the blockade in China. ASUS has instead recorded a drop in shipments of 9% on an annual basis, while Lenovo fell 16%. Both companies held market share of 5.5 and 16.9% respectively in the third quarter of 2022.
HP sold 12.7 million PCs in the third quarter, with a share of 18%, with a decline of 26.5% on an annual basis. Dell instead recorded a 17% share and a drop in shipments of 20%. Gizmochina reports that the Taiwanese brands Acer e Asus they both stated that the PC sector will not recover until the second half of 2023.
Counterpoint says “Arm-based PCs and gaming PCs will better withstand the market downturn. In particular, Apple’s M-series offerings and continued R&D efforts by chip makers will help ”.