According to Canalys data, the last year-on-year growth in the global PC market was in 2011.
The PC market is picking up in 2019 and finally ushered in a long-lost growth.
According to C analys data, Global PC market in 8 years The first time to achieve growth, shipments reached 268.1 million units, year-on-year Up 2.7%. Data from IDC also show that global PC shipments will increase by 2.7% in 2019, while Gartner statistics show a growth rate of 0.6%.
The statistical caliber of different agencies is slightly different, but two points are common: First, the global PC shipments in 2019 will increase, and second, the growth of is mainly concentrated in the top 3 giants, the market horses. Too much effect.
According to Canalys data, the combined share of Lenovo, HP and Dell reached a record 65%. In 2019, the increase of Top3 manufacturers reached 10.309 million units, while the total increase of the global PC market was only 7.109 million units.
Among them, Lenovo’s shipments in 2019 increased by 8.6% year-on-year, ranking first among the top manufacturers, with a share of 24.2%. HP and Dell followed closely behind with year-on-year growth of 4.7 and 5.3%, respectively. In addition, Apple also grew by 3.3%, but Acer fell by 3.4%. Total shipments of manufacturers after the Top 5 fell by 5.3%.
Speaking of this year’s market situation, Canalys research director Rushabh Doshi believes that it is unlikely to continue to grow in 2020. Macroeconomic factors are expected to have some adverse effects on the market. The US, Japan and India markets are expected to perform Poor, HP among major players could be affected by Xerox’s hostile takeover. But Intel is improving the supply of CPUs, which will help maintain sales in 2020, but this restriction cannot be eased quickly.
5G and folding screens may bring some new stimuli to PC products. At the past CES, Lenovo released the world’s first 5G PC Yoga 5G and the first foldable PC ThinkPad X1 Fold, both of which will be available this year.
5G mobile phones are about to be promoted on a large scale, and Samsung and Huawei’s folding phones have also achieved initial success. But in the PC market, these two technologies are still experimental. Doshi believes that mainstream applications of 5G and folding PCs will take two to three years. Currently, there is a serious lack of landing use cases for foldable devices. Unless the second or third generation products prove their durability, demand is unlikely to grow. It also needs network operators and cloud equipment to provide corresponding support to prove the commercial value of 5G PCs.