IDC: PC shipments fell another 15% in the third quarter compared to Q2 last year

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Earlier this year, IDC reported that PC shipments for the second quarter of 2022 fell 15.3 per cent compared to the second quarter of last year. Now the analysts have published preliminary results for the third quarter, which show that the industry suffered another decline of 15%.

Total shipments (direct-to-consumer plus shipments to distribution channels) increased to 74.3 million, up from the 71.3 million units shipped in Q2, but below the 80.5 million units shipped in Q1 (which represented a decrease of 5 .1% year after year from the 1st quarter of 2021).

Overall, it looks like 2022 will be weaker than last year. That said, shipments are still “well above” pre-pandemic levels, as a large portion of the new PCs purchased were just intended to replace old Windows 7 machines as the operating system neared its end-of-life phase (the deadline was the 14 January, 2020).

What will happen then? Well, IDC has also been keeping an eye on the average selling prices (ASPs) of computers. There was a shortage of components and their prices rose (as did the cost of logistics), so ASPs rose for five consecutive quarters, reaching a high of $910 in the 1st quarter of this year, the highest level since 2004. ASP’ however, declined in Q2 and again in Q3, indicating “a market in retreat,” writes Linn Huang, research vice president, Devices & Displays at IDC.

Top 5 Companies, Worldwide Traditional PC Shipments, Market Share and Year-over-Year Growth, Q3 2022 (Preliminary Results, Shipments are in Thousands of Units)
company 3Q22 Shipments 3Q22 Market share 3Q21 Shipments 3Q21 Market share 3Q22/3Q21 Growth
1. Lenovo 16,880 22.70% 20,129 23.10% -16.10%
2. HP Inc. 12,706 17.10% 17,603 20.20% -27.80%
3. Dell Technologies 11,963 16.10% 15,184 17.40% -21.20%
4. Apple 10,060 13.50% 7,174 8.20% 40.20%
5. ASUS 5,540 7.50% 6.011 6.90% -7.80%
Others 17.103 23.00% 21,218 24.30% -19.40%
Total 74,252 100.00% 87,319 100.00% -15.00%
Source: IDC Quarterly Personal Computing Device Tracker, October 10, 2022

Looking at individual companies, Apple increased by 40.2% compared to the same period last year, the rest of the Top 5 companies were in decline. This means that Apple almost matched Dell in volume this quarter, although the situation looked very different in Q3 last year – Dell shipped twice as many computers as Apple did back then.

A quick note on what IDC includes under the “PC” label – this means desktops, laptops and workstations, but not x86 servers or tablets (2-in-1 convertibles weren’t included either).

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