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  • PC sales rose significantly in the second quarter. Chromebooks, too.

    Posted on July 10th, 2020 at 06:06 woody Comment on the AskWoody Lounge

    From IDC (which includes Chromebooks in its “PC” numbers):

    The second quarter of 2020 (2Q20) ended well for the Traditional PC market, comprised of desktops, notebooks, and workstations, with global shipments growing 11.2% year over year reaching a total of 72.3 million units… Early indicators suggest strong PC shipments for education, enterprise, and consumer, muted somewhat by frozen SMBs,

    You small and medium businesses (he says, looking in the mirror) haven’t been keeping up the pace. Maybe it has something to do with available capital. Or maybe it’s just “Meh, what I have is good enough.”

    United States Traditional PC shipments posted double-digit growth in the second quarter of 2020 compared to the same period a year ago. While the first quarter was record breaking for the lowest PC shipments seen in over a decade, the second quarter was record breaking for the opposite reason. With volumes expected to surpass 21 million units, the US has not seen such volume since the end of 2009.

    From Gartner (which doesn’t count Chromebooks in the “PC” category, for some bizarre historical reason):

    Worldwide PC Shipments Grew 2.8% (year-over-year) in Second Quarter of 2020… After a significant decline in the first quarter of the year due to COVID-19-related supply chain disruptions, the PC market returned to growth as vendors restocked their channels and mobile PC demand increased.

    I’d be hard-pressed to say that the dip in 1st quarter demand was primarily due to “supply chain disruptions,” but I don’t have a team of high-priced clairvoyants at hand.

    The big PC manufacturers: Lenovo (25%), HP (24.9%), Dell (16.4%), Apple (6.7% – doesn’t include iPads), Acer (6.2%), ASUS (5.5%).