Canalys: U.S. PC shipments down 23% in Q2 2022

According to the latest data released by Canalys, in the second quarter of 2022, shipments of desktops, notebooks and workstations in the United States fell 23% year-on-year to 19.8 million units. A year ago, the Chromebook notebook market experienced rapid growth, and now consumer demand has weakened, resulting in a 27% decline in notebook shipments. Desktop shipments continued to perform well, up 10%, returning to pre-pandemic levels. Meanwhile, tablet shipments declined relatively modestly, down 4% to 10.9 million units. Despite the recession and high inflation, the commercial market remained resilient, with shipments rising 11% in the second quarter and the overall market avoiding a steeper decline.

Brian Lynch, research analyst at Canalys, said: “U.S. desktop and notebook shipments have declined for four consecutive quarters. Nonetheless, overall shipments have remained high compared to pre-pandemic levels. Despite the various headwinds Factors such as rising inflation, saturation of the education market, and recent supply issues due to the coronavirus lockdown in China, etc., but the market remains relatively healthy. Consumer research shows that current inflation is at an all-time high, and once this A recovery in this segment is possible once high inflation is contained. Commercial purchases were strong, accounting for half of all shipments in the last quarter. So far, this segment has not been plagued by a possible recession. Although overall Poor macroeconomic data, the unemployment rate remains at 3.5%, the lowest unemployment rate in 20 years. Some companies have announced large-scale layoffs, but the number of recruits is still double the number of jobseekers, and the commercial sector will not A severe downturn in the short term provides some positive signals.”

Dell continued to maintain its leading position among desktop and notebook vendors, capitalizing on strong momentum in the commercial segment, with an annual decline of just 3%. As the education sector is saturated, demand for Chromebooks is sluggish, and HP’s shipments are also down 44% year-over-year, a slight improvement from recent quarters, after vendor shipments fell more than 60%. Lenovo was in third place with a 22% drop in shipments. Apple’s shipments fell 14% as China’s lockdown policy constrained supplies. Acer’s shipments fell 17%, making it among the top five.

Looking at the tablet computer market, Apple’s iPad shipments fell by 12% in the second quarter as demand in the high-end market began to slowly shrink after the hot sales of tablets during the epidemic. Amazon continued its success at the lower end of the market with 10% growth. Like Apple, Samsung saw a slight decline in sales as demand for mid-to-high-end tablets dwindled. TCL was the best performer in tablet shipments, with a 160% growth rate, thanks to a strong investment in regional marketing, a close partnership with operator Verizon, and affordable prices. Microsoft ranked fifth in the tablet market with more modest growth, up 3% year-over-year, and its Surface line of tablets is a very competitive alternative to laptops.

Leave a Comment