The most normal thing is that in the middle of the pandemic, with a shortage of chips everywhere and with the problems that occurred in the Suez Canal, shipments were much lower compared to last year, that is, year-on-year. But then it is not possible to explain what is currently happening, except because the market does not work as logic prevails, but rather because of demand.
All manufacturers have increased PC shipments in 2021
It has been through IDC that we now have the first data from the PC market, which continues to move millions of dollars annually. The results as of April 9 are surprising, since there is not a single manufacturer in the top 5 that has lost share and number of shipments.
In order to more accurately quantify this market, IDC segregates the sector into three segments: business, education and consumer, although they do not appear as such in the statistics. Looking at the data, we see that Lenovo continues to be the main driver of PC shipments, closely followed by HP and Dell is somewhat further behind.
Already in fourth place would be Apple and Acer, to leave a 22.5% to the rest of the manufacturers worldwide. In this article we will not look at the Share of each brand, since except for Dell and the rest of the manufacturers, all the others have raised their quota, but we will look at shipments.
An average of more than 55% growth with Apple breaking records
Comparing the Q1 of 2020 with that of this 2021 we see that Lenovo has sent a 59.1% more than PC, HP a 64.1%, Dell a 23.4% and Apple a 111.5%, all in full pandemic and shortage. These numbers are gigantic and should not correspond to the needs of the market, but they are not. In the words of Jitesh Ubrani, research director at IDC ensures that this is normal:
“The unmet demand from last year has carried over to the first quarter and the additional demand caused by the pandemic has also continued to drive volume.”
Another issue is the fact that, except for Dell, all the top companies have sent more shipments against the rest of the companies that have been reduced. The explanation seems to lie in the purchasing power of the former, since they would have achieved preferential contracts based on buying more chips at a lower price due to the higher volume.
This would drive a mismatch in the market that has made large companies end up taking a small bite out of the world share, since, if chips are not obtained, there can be no sales. Almost 84 million PCs sold in a quarter reveal it, growths above 50% in the vast majority of cases. Will the trend continue for the rest of the year or will the sector face declines?