Global PC Shipments Reach 68 Million Units In Q3 2019, Up 1.1%

In the past few quarters, PC leaders have benefited from falling prices in components such as DRAM and SSD. The gross profit in the PC business has improved, and the market position of the top three manufacturers has therefore been strengthened ...

According to preliminary survey results by international research and consulting firm Gartner, global personal computer (PC) shipments increased slightly by 1.1% in the third quarter of 2019, from 67 million units in the same period last year to 68 million units.

Gikaner senior principal analyst Mikako Kitagawa said: "The Windows 10 replacement wave is still the main driver of PC shipment growth in all regions, but the degree of impact varies according to the local market conditions and the replacement stage. Japan is the For example, the Windows 10 replacement wave driven by the increase in the consumption tax in October increased Japanese PC shipments by 55% in the third quarter of 2019. Such strong shipment growth is also driving the global PC market to grow positively. "

Kitagawa Mikako added: "The shortage of Intel's central processing unit (CPU) or the Sino-US trade war has not significantly affected PC shipments in the third quarter of 2019. As Intel's CPU shortage continues, Alleviation, and the increase in tariffs imposed by the United States on mobile PCs produced in mainland China has been extended to December, so the impact on PC shipments will be small. "

The lack of Intel CPU has also brought business opportunities to other CPU manufacturers such as AMD and Qualcomm, allowing them to take advantage of the PC market dominated by Intel.

Qualcomm and Microsoft have launched an “always connected PC” with LTE capabilities. Although it is just getting started, most mainstream PC manufacturers have followed suit and introduced mobile PCs with built-in cellular antennas. Microsoft is expected to release a notebook that supports LTE soon.

In the past few quarters, PC leaders have benefited from falling prices in components such as DRAM and SSD, and their gross profit in the PC business has improved. The top three vendors, Lenovo, HP, and Dell, have a solid market position So it's more intensive. In the third quarter of 2019, PC shipments of Lenovo, HP, Dell and Acer Group, which ranked fifth, all increased compared with the same period of the previous year.

In the third quarter of 2019, Lenovo was still the PC champion, with a market share of 24.7%, and shipments also increased by 5.8%. Lenovo has strong growth in Japan, Latin America, and Europe, Africa and the Middle East (Europe, Africa, Middle East; EMEA). Because the brand has three brands in Japan, Lenovo, Fujitsu and NEC, it accounts for 45% of total Japanese shipments.

HP shipments have grown for two consecutive quarters. Driven by corporate Windows 10 replacement needs, HP ’s desktop PC shipments in Asia Pacific and Japan are particularly impressive. Dell PC shipments continued to be strong in the third quarter of 2019, with a growth rate of 5.5%. Global shipments of desktop PCs have shown double-digit growth, and Japan has been particularly prominent among countries. Desktop PCs have shown triple-digit growth compared to a year ago. Microsoft is currently the seventh largest player in the global PC market and fifth in the United States.

Because Gartner does not define Chromebook as a PC device, the initial estimates do not include Chromebook shipments. Since Gartner started tracking related markets in 2012, Chromebooks have grown faster than PC, but Chromebooks are showing signs of saturation in the North American market. Although the global Chromebook market has grown in the third quarter of 2019, preliminary research shows that the North American Chromebook market has declined slightly, which is the first time the product has been launched since 2011.

In terms of the regional market, PC shipments in the Asia-Pacific region (excluding Japan) fell by 5.3% from a year ago, and weak PC demand in mainland China was the main cause. High economic uncertainty has led to tightening of local government and consumer spending. In addition, local governments in mainland China have also issued informal regulations requiring PCs sold to local government units to be compatible with operating systems and components developed in the country; this policy has caused state-owned enterprises to delay PC procurement schedules.

US PC shipments totaled 14.8 million units in the third quarter of 2019, down 0.3% from the third quarter of 2018. Although desktop PC shipments are still growing, mobile PC shipments have declined for the third consecutive quarter. The decline in desktop PC shipments shows that the demand for public sector PCs is lower than expected, the most obvious of which is the federal government, which may be a sign of the slowdown in Windows 10 replacement. As far as manufacturers are concerned, even though HP ’s shipments fell by 1.9%, it still holds the leading position in the US market with a 29.6% market share; Dell still ranks second with 26.7% market share.

The European, African, and Middle Eastern PC market grew 3% in the third quarter of 2019, with shipments totaling 19.4 million units. Commercial PC demand in most parts of Western Europe remains strong, but UK PC demand is showing weakness due to uncertainty caused by Brexit. Desktop PCs are still welcomed by many European companies, and mobile PC shipments have resumed growth after two consecutive quarters of decline.