Global PC shipments grew 45 % year-on-year to 75.6 million within the first quarter of 2021, in keeping with a market analysis report. Lenovo retained its market management, and was adopted by HP and Dell. The development within the shipments of key PC distributors is forecast to proceed within the coming months. However, the worldwide chip scarcity that has impacted the availability of key elements — within the aftermath of the COVID-19 outbreak final yr — is predicted to proceed to have an effect on the PC market worldwide within the second half of 2021.
Market analysis agency Counterpoint has reported the worldwide PC shipments information for the primary quarter. The agency mentioned robust demand throughout completely different classes and a low base in the identical interval final yr because of the coronavirus outbreak are amongst the prime causes for the expansion.
Lenovo led the market once more within the first quarter of 2021 with a 24 % share, adopted by HP at 23 %, Dell at 17 %, and Apple at 9 %, in keeping with Counterpoint. The report mentioned that the general momentum of the market was primarily pushed by the expansion in gaming notebooks and a surging demand from the work-from-home and study-from-home segments.
However, the cargo volumes have been down 14 % sequentially from the fourth quarter of 2020 on account of seasonality, the report mentioned.
Lenovo, HP, Dell, and Apple have been amongst the top-five PC distributors globally in Q1 2021
Photo Credit: Counterpoint
The rising demand for computer systems (particularly notebooks) is predicted to proceed within the second quarter. Counterpoint additionally mentioned that the highest six distributors will proceed to dominate the market with a mixed share of over 85 %.
Predicting future developments, Counterpoint mentioned that premium fashions with greater common promoting costs might dominate the market by means of massive promotions. However, that development could negatively impression the rising shipments of Chromebooks to some extent.
Counterpoint mentioned the market will see a 16.3 % year-on-year development in 2021, with shipments reaching 333 million.
However, regardless of the projected development, the continuing scarcity of chips is more likely to impression the market. The agency mentioned that it discovered a 20-30 % hole between orders (end-demand) and precise shipments of key elements together with energy administration built-in circuit (IC), show driver IC, and CPUs.
Power administration built-in circuits (PMICs) and show driver built-in circuits (DDIC) are mentioned to have confronted the most important gaps in demand and provide the PC section, with their lead time (the full time from the begin to the tip of their manufacturing) being virtually twice as a lot because of the coronavirus pandemic.
Counterpoint seen that whereas PC CPUs’ provide began to enhance within the late first half, some distributors confronted difficulties in assembly the demand for elements comparable to audio codec IC and LAN chips. Wi-Fi SoC shipments have been additionally comparatively at low stock ranges.
“Since we do not see any meaningful foundry capacity expansion in H2 2021, it is unlikely that the lead time for key IC components would recover from the current status. Therefore, PC brands and ODMs cannot fully solve the shortage issue and clear the orders backlog,” mentioned William Li, a semiconductor and elements analysis analyst at Counterpoint.
The demand-supply hole for elements, which began within the second half of 2020, is predicted to proceed for some extra time. But Counterpoint mentioned it ought to steadily be normalised within the late first half of 2022.
In late May, Dell and HP warned whereas saying their quarterly earnings that the chip scarcity would considerably impression their PC provides at the very least till the tip of the yr. The market noticed its highest annual development in a decade in January.
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