Apple has registered significant growth in PC shipment during the third quarter of 2022 as Lenovo, HP, Dell and Asus reported decline in PC business, IDC report said.
Apple has shipped 10.06 million Mac PCs in Q3 2022 vs 7.17 million in Q3 2021. Apple was the only PC brand to register double digit growth in PC business – at 40 percent. Apple’s global PC market share increased to 13.5 percent from 8.2 percent, IDC said.
Apple has enjoyed a better quarter than its rivals as it fulfilled orders from Q2 delayed due to supply disruptions in China and launched new M2 Macbooks. Apple has sealed fourth place in the global PC market with 8 million units, a modest year-on-year increase of 2 percent, Ishan Dutt, Senior Analyst at Canalys, said.
Lenovo, the worldwide PC market leader, lost its PC share to 22.7 percent in Q3 2022 vs 23.1 percent in Q3 2021. Lenovo shipped 16.88 million PCs, IDC said.
HP’s PC market share fell to 17.1 percent in Q3 2022 vs 20 percent in Q3 2021. HP has shipped 12.70 million PCs
Dell has lost its PC share to 16.1 percent from 17.4 percent. Dell shipped 11.96 million PCs during the third quarter.
PC market share of ASUS increased to 7.5 percent in Q3 2022 vs 6.9 percent in Q3 2021. ASUS has shipped 5.54 million PCs during the third quarter.
IDC said traditional PC market contracted 15 percent to 74.3 million units during the third quarter of 2022.
“Consumer demand has remained muted though promotional activity from Apple and other players has helped soften the fall and reduce channel inventory by a couple weeks across the board,” said Jitesh Ubrani, research manager for IDC’s Mobility and Consumer Device Trackers.
Supply has also reacted to the new lows by reducing orders with Apple being the only exception as their third quarter supply increased to make up for lost orders stemming from the lockdowns in China during the second quarter.
Shortages over the last several years have aggressively driven product mix shifts towards the premium end. This, coupled with cost increases of components and logistics, drove ASPs up five quarters in a row to $910 in 1Q22, the highest since 2004, Linn Huang, research vice president, Devices & Displays at IDC, said.