Follow new data from IDC, a research firm.
2021 shipments jumped more than 34% from the industry low in 2017 to 349 million units, according to preliminary data provided by IDC.
It’s a remarkable rebound for a sector that has been seen by tech investors and miners as a sleepy sector that has been on the decline in recent years in the years before smartphones became the norm. the most important and top-selling product in the e-business industry.
PC sales recovery spurred by the Covid-19 pandemic. As the pandemic shuts down economies around the world, households realizing they need new laptops for family members to go to virtual school, companies decide to buy new laptops. let their employees work from home and sales started to grow.
The recovery also comes in a year marked by temporary shortages of personal computers, especially around the fall, due to supply constraints during the period. global chip shortage.
One question facing the market is whether the gains over the past two years are sustainable or whether shipments will start to fall back to the way they were a decade ago. In December, IDC said The market has weathered the peak demand of the pandemic and is forecast to slow down in 2022.
Market participants remain optimistic that PC sales will continue on their current trajectory.
“We’re moving from one computer per household to one computer per person per household, which is the smartphone model.”
Rahul Tikoo
Senior Vice President, Dell Customer Product Team
Intel CEO Pat Gelsinger said in an October interview that he believes the PC market will take a new path caused by the pandemic. Intel is the leading manufacturer of central processing units for desktops and laptops with about 80% market share.
“We think the PC business is now structurally larger,” said Gelsinger. The kind of business that is millions of units a day today.”
Dell CEO Rahul Tikoo says that the pandemic has prompted a lasting change in buying behavior as everyone now needs a PC of their own.
“We are moving from one PC per household to one PC per person per household, which is the smart phone model,” said Tikoo, Senior Vice President, Customer Product Group, Dell. bright”. “I think computers are currently in the transition to that.”
According to IDC, the six largest PC companies by volume shipped in 2021 are Lenovo, HP, Dell, Apple, Asus, and Acer.
Another big beneficiary of the PC boom is Microsoft, which sells the Windows operating system used on the vast majority of PCs. Although the software giant has shifted its focus to cloud services like Azure in recent years, Windows is still a sizable business, generating $5.68 billion in revenue in the third quarter of 2021. 10% increase from the previous quarter.
