Apr 14, 2020 12:00:00

PC shipments in the first quarter of 2020 fell by about 10% year-on-year due to the impact of the new coronavirus, while PC demand surged

by

Nick Normal

Research firms Analys , Gartner , and IDC have released survey data on PC shipments in the first quarter of 2020. All three companies reported that in the first quarter of 2020, PC shipments will decrease by about 10% compared to the same period of the previous year, and the demand for PCs is increasing due to the impact of the new coronavirus infection (COVID-19). He points out that the supply is not being met.

Canalys Newsroom- Canalys: Demand surges but PC shipments fall 8% due to a supply chain hit by COVID-19
https://www.canalys.com/newsroom/global-pc-market-Q12020-COVID19?ctid=1388-b9ac38b7a68f8568bcbc2071d4a1d759

Gartner Says Worldwide PC Shipments Declined 12.3% in the First Quarter of 2020 Due to Coronavirus Pandemic
https://www.gartner.com/en/newsroom/press-releases/2020-04-13-gartner-says-worldwide-pc-shipments-declined-12-point-3-percent-in-the-first- quarter-of-2020-due-to-coronavirus-pandemic

Traditional PC Shipments Saw a Sharp Decline in Q1 2020 Despite Increased Demand to Meet Remote Work and School Needs, According to IDC
https://www.idc.com/getdoc.jsp?containerId=prUS46214420

PC shipments have been on an increasing trend over the past year, and it was reported that shipments in the fourth quarter of 2019 were 71.8 million units, an increase of 4.8% year-on-year.

PC shipments in the fourth quarter of 2019 increased to 71.8 million units year-on-year, the end of support for Windows 7 was a big boost-GIGAZINE

According to Canalys, demand for PCs has skyrocketed in the first quarter of 2020 as COVID-19's rapid epidemic has allowed remote work and home learning to take place all over the world. That. However, it is reported that PC shipments fell by 8% year-on-year.

Below is a table summarizing the estimated PC shipments of each company by Canalys. First-place Lenovo shipments declined 4.4% year-on-year, HP fell 13.8% year-on-year , Apple closed all Apple Stores except China fell 21.0% year-on-year I will. On the other hand, only Dell shipped slightly better than the same period last year. For the market as a whole, Catalysts sees PC shipments down 8% year-over-year.

Rushabh Doshi who is the research director of Canalys is 'shipment of the PC has caused a big delay by global COVID-19 epidemic', 'the first place, 10nm

process node the supply of Intel processors for the migration is not successful to The situation has deteriorated due to the delay in COVID-19 and the inability of the Chinese production plant to resume operation at the beginning of spring in early February due to the impact of COVID-19. ' Analysis that COVID-19 disrupted production and logistics caused a sharp decrease in PC supply, and PC sales companies are now focusing on stabilizing supply rather than device production costs. doing.

Catalys said the market would recover as production in China rebounded in the second quarter, but Doshi said, `` Because companies tend to keep spending down, it's time to turn into the second quarter. May significantly reduce demand for PCs. '

The table below shows the estimated number of PCs shipped by each company by Gartner. Gartner predicts HP and Acer will be hit particularly hard, but only Dell will increase shipments year-on-year, in line with Analysts forecasts. Overall, PC shipments are expected to decrease by 12.3% year-on-year.

Mikako Kitagawa, a research director at Gartner, also analyzed, 'Similarly to Canalys, the demand for PCs for remote work and home study suddenly occurred due to the lockdown by COVID-19.' It has been

pointed out that there are hundreds of millions of computers in the world that need to be migrated from Windows 7 to Windows 10, but Kitagawa said, `` When the supply of PCs becomes unstable, companies buy PCs. Since we will spend more budget elsewhere, we will be slower than expected to move to Windows 10, PC demand will decrease, and PC life cycle will be longer overall. ”

And the data on the number of PC shipments of each company by IDC is as follows. Similar to Analys, IDC expects HP and Apple shipments to fall sharply year-over-year, with overall market PC shipments down 9.8% year-on-year.

In addition, IDC forecasts the Japanese PC market in the first quarter of 2020, and although demand for business and consumer use is expected to grow steadily due to the demand for migration to Windows 10, COVID-19 will affect logistics. That said, the overall PC market in Japan will start to shrink.

In Japan, the sales of second-hand Windows notebook PCs are increasing rapidly, and since the emergency declaration was issued on April 7, 2020, second-hand notebook PCs have been selling with “momentum approaching 300% compared to the previous year”. There are also reports that it is selling well.

Sales of second-hand Windows notebooks are 'great', rapid growth approaching 300% year-on-year in Iosys (what I found during the interview)-AKIBA PC Hotline!
https://akiba-pc.watch.impress.co.jp/docs/wakiba/find/1246565.html