According to market research reports, global PC shipments in the first quarter of 2021 increased 45% year-on-year to 75.6 million units. Lenovo maintained market leadership, followed by HP and Dell. Shipments growth from major PC vendors is expected to continue in the coming months. However, the global chip shortage that affected the supply of key components in the aftermath of last year’s COVID-19 outbreak is projected to continue to affect the global PC market in late 2021. I will.
Market research company Counterpoint have report Include Global PC shipment First quarter data.The company said it was due to strong demand and a low base across various categories during the same period last year. Coronavirus Outbreaks are one of the main reasons for growth.
Lenovo Lead the market again Acquired a 24% share in the first quarter of 2021, followed by HP At 23 percent Dell At 17 percent, and Apple According to Counterpoint, it’s 9%. According to the report, the overall momentum of the market was driven primarily by the growth of gaming notebooks and the surge in demand from the telecommuting and telecommuting segments.
However, due to seasonality, shipments fell 14% quarter-on-quarter from the fourth quarter of 2020, the report said.
Increased demand for computers (especially notebooks) is expected to continue in the second quarter. Counterpoint also said that the top six vendors continue to dominate the market, with a total market share of over 85%.
Counterpoint predicted future trends and said premium models with high average selling prices could dominate the market through large-scale promotions. However, that increase can have a negative impact on the increase in shipments. Chromebook To some extent.
According to Counterpoint, the market will grow 16.3% year-on-year in 2021 with shipments reaching 333 million units.
However, despite projected growth, a continuous shortage of chips can impact the market. The company said it found a 20 to 30 percent gap between orders (end demand) and actual shipments of key components such as power management integrated circuits (ICs), display driver ICs, and CPUs. It was.
Power management integrated circuits (PMICs) and display driver integrated circuits (DDICs) are said to face the largest gap between supply and demand, with lead times (total time from start to finish) of coronavirus. The pandemic of is almost doubled.
While Counterpoint’s supply of PC CPUs began to improve in the second half of the first half, some vendors found it difficult to meet the demand for components such as audio codec ICs and LAN chips. Wi-Fi SoC shipments also had relatively low inventory levels.
“The foundry’s capacity will not increase significantly in the second half of 2021, so it is unlikely that the lead times of key IC components will recover from their current state. Therefore, PC brands and ODMs are a shortage issue. We cannot completely resolve the issue and clear the order backlog, “said William Li, Research Analyst for Semiconductors and Components at Counterpoint.
The output gap for parts, which began in the second half of 2020, is expected to continue for some time. However, Counterpoint said it needs to be gradually normalized in the first half and the second half of 2022.
In late May, Dell and HP warned of a chip shortage when announcing quarterly earnings. Greatly affects the supply of PCs At least until the end of the year.The market is Highest annual growth rate in 10 years In January.
https://gadgets.ndtv.com/laptops/news/pc-shipments-q1-2021-lenovo-hp-dell-apple-chip-shortage-impact-counterpoint-2484999#rss-gadgets-all PC shipments increased 45% year-over-year in the first quarter of 2021, Lenovo maintains market leadership: counterpoint