The number of Mac shipments has decreased by more than 40% compared to the same period last year, and although the PC market as a whole has greatly reduced the number of shipments, there are signs of recovery
Research firm IDC has announced that worldwide PC shipments in the first quarter of 2023 (January-March) will be 56.9 million units. This is a 29.0% reduction compared to the same period last year, and is believed to have returned before the global epidemic of the new coronavirus infection began. In particular, Apple, which has the fourth largest market share, is reported to have dropped Mac shipments by about 40% compared to the same period last year.
PC Pain Persists in Q1 2023 Due to Excess Inventory and Poor Demand, According to IDC Tracker
Apple's Mac shipments fall more than 40%, worse than major rivals: IDC
https://www.cnbc.com/2023/04/10/apples-mac-shipments-fall-more-than-40percent-worse-than-major-rivals-idc.html
Below is a table summarizing the shipments and market share of each PC manufacturer in the first quarter of 2023 and the first quarter of 2022. Market share was 1st by Lenovo, 2nd by HP, 3rd by Dell, 4th by Apple, and 5th by ASUS. There is no change in the market share ranking, but the number of shipments of all companies decreased from the same period last year.
Among the top five companies, Apple had the largest decrease in shipments, down 40.5% from the same period last year. Apple's Chief Financial Officer Luca Maestri commented in March 2023, ``We expect Mac and iPad sales to show a double-digit year-on-year decline.'' ``The difficult macroeconomic environment has impacted sales of the iPhone, Mac and Apple Watch,'' said Tim Cook.
``While these results are preliminary, they appear to have ended the increase in demand due to the COVID-19 epidemic and, at least temporarily, returned to pre-coronavirus patterns,'' IDC said in a statement. I'm here.
However, IDC expects the PC makers' struggles to be short-term, with growth picking up by the end of the year. IDC researcher Jitesh Ubrani said, 'Even with the big discounts on PCs, retailers and PC makers could still have more inventories until mid-2023, which is likely to continue in the third quarter (July-September). It may continue until March).'
In addition, IDC pointed out that the sudden increase in demand for PCs due to the global epidemic of the new coronavirus disrupted the balance between supply and demand. He said that this decrease in demand is also an opportunity for PC makers to readjust production plans and normalize the balance between supply and demand.
'If the economy is trending upward, consumers will consider upgrading, schools will replace their worn-out Chromebooks, and businesses will migrate to Windows 11,' said Lin Huang, research vice president of devices and displays at IDC. PC shipments are also likely to increase significantly, but if the recession drags on until 2024, the recovery will be delayed by that amount.'
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