The market for computers, including desktops, laptops and workstations, has left behind the ‘boom’ of the coronavirus pandemic after registering a drop in shipments in 2022 that is around 16%, according to figures published by the consultancies IDC, Gartner and Canalys.
After two years in which computer sales registered increases that had not occurred for a decade, the consultants point out that the market declined in 2022 due to the economic situation, the fact that users have new devices and the comparison with 2021, which was close to beating the historical maximum with 350.1 million units sold.
Specifically, IDC estimates at 16.5% the fall in computer shipments during the past year compared to 2021 to 292.3 million units.
Figures that are in line with those published by Gartner or Canalys, which coincide in pointing out that the computer market fell by 16% to 286.2 million and 285.1 million units shipped, respectively.
“It is clear that the ‘boom’ of the pandemic is over for the computer market,” summarizes the consulting firm IDC, although it points out that, despite the contraction of the market, shipments last year were above the levels of 2019, when the figure was 261 million units, 10% less than in 2022.
The coronavirus pandemic boosted PC sales globally, with increases not seen since 2010, after the market grew by 13.7% in 2020 and 14.8% in 2021.
In fact, between 2010 and 2020 there had been up to six years of declining sales that ended during the pandemic thanks to teleworking, distance learning and games, which were at all-time highs.
Following the 2022 pullback, IDC and Canalys expect the market to start improving by the end of 2023 thanks to increased demand among consumers and in education, before fully recovering in 2024.
LENOVO IS STILL THE KING
Although they vary in market share and the decline experienced, the three technology consultants agree on placing the Chinese Lenovo (HK:0992) as the company that sold the most units in 2022, followed by HP (NYSE:HPQ), Dell Technologies, Apple (NASDAQ:AAPL) and Asus (TW:2357).
The Chinese technology company sold 68 million computers, with a market share of 23.3% despite experiencing a decrease of 16.9% compared to 2021, according to IDC data.
After that, HP fell 26.5% to 55.3 million units shipped in 2022, 18.2% of the total, and Dell Technologies did so 16.1% to 49.8 million units, 17% of the total.
For its part, Apple’s shipments grew by 2.5% to 28.6 million units in 2022 (9.8% of the total), while those of Asus fell by 5.7%, after selling 20.6 million units (7% of the total).
A BAD FOURTH QUARTER
Although the computer market chained several consecutive quarterly declines during 2022, the fall was especially pronounced between October and December, with a decline ranging between 28.1% and 29%, depending on the consultancy.
According to IDC, sales of these devices fell by 28.1% in the fourth quarter of 2022 compared to the same period of 2021 to 67.2 million units, compared to the fall of 28.5% to 91.3 million collected by Gartner and the decrease of 29% to 65.4 million Canalys.
By geographical areas, Gartner points out that the market in the US decreased by 22.5% in the fourth quarter of 2022 compared to the same period of 2021, while in the Europe, Middle East and Africa (EMEA) region there was “a historic drop” in shipments of 37.2% year-on-year due to the war in Ukraine, inflation, rising interest rates and economic recession.