Declines continued for the traditional PC market, as global shipments totaled 74.3 million units during the third quarter of 2022 (3Q22), according to preliminary results from the International Data Corporation (IDC) worldwide quarterly personal computing device tracker. Cooling demand and uneven supply contributed to a year-on-year contraction of 15.0%.
However, shipment volumes remain well above pre-pandemic levels when PC volumes were largely driven by business refreshes due to the looming end of support for Windows 7.
Supply also reacted to the new lows
“Consumer demand remained muted, although promotional activity from the likes of Apple and other players helped cushion the fall and reduce channel inventory by a few weeks,” said Jitesh Ubrani, research manager for mobility and consumer device trackers at IDC. “Supply has also reacted to the new lows by reducing orders, Apple being the only exception as their third quarter supply increased to compensate for lost orders stemming from the lockdown in China during the second quarter.”
“In addition to shipment volumes, we’ll be watching closely how average selling prices (ASP) are trending this quarter,” added Linn Huang, research vice president, Devices and displays at IDC. “Shortages over the past several years have aggressively pushed product mix toward the high-end end. This, coupled with component and logistics cost increases, drove ASPs five quarters in a row to $910 in 1Q22, the highest since 2004. However, with demand slowing, promotions in full swing, and orders cut, the ASP climb was reversed. in 2Q22. Another quarter of ASP declines indicates a market in retreat.”
– Some IDC estimates before financial earnings reports. Data for all companies are reported for calendar periods.
– Shipments include shipments to distribution channels or end users. OEM sales are counted under the company/brand under which they are sold.
– Traditional computers include desktops, notebooks, and workstations and do not include tablets or x86 servers. Removable Tablets and Slate Tablets are part of the Personal Computer Device Tracker but are not covered in this press release.