Apple managed to increase its Mac shipments by 8% year over year in Q1 2022, despite a drop in global PC shipments of 4.3%, reports Counterpoint Research. In total, 78.7 million units are said to have shipping in the first quarter.
Our checks suggest the PC supply chain turned relatively conservative on shipment outlook in the middle of Q1 2022, largely dragged by global inflation and regional conflict, which brought uncertainties to PC demand and blurred the overall PC shipment momentum ahead. The overall PC shipments in 2022 are expected to be shy of our forecasts made at the end of 2021.
Additionally, COVID-19 lockdowns in China have affected laptop manufacturing lines, and will likely affect overall shipments in April.
Lenovo maintained its lead in the global PC market in Q1 2022 with a 23.1% share, which was down a little compared to 2021. The brand’s total shipments of 18.2 million units were down 9.5% YoY. Lenovo performed well during the pandemic largely due to its in-house manufacturing and operation control. This advantage will continue to help the company in times of demand uncertainty or component supply issues.
HP took a 20.2% share to capture the second spot. The company saw a 16% YoY decline in shipments largely due to Chromebook losing momentum and consumer demand weakness.
Dell, on the other hand, posted a slight increase in its shipments in the first quarter of 2022, riding on the commercial/premium product strategy tailwinds. Dell’s market share expanded by around 100 bps in Q1 2022.
Apple continued its success with the M1 MacBook series to see 8% YoY shipment growth in Q1 2022, which boosted its market share by 100 bps YoY. Asus saw 4% YoY shipment growth thanks to its gaming and commercial products expansion. Acer continued to struggle due to Chromebook sales losing momentum and ended the quarter with a 1% shipment decline. Asus and Acer both had ~7% market share in the quarter.
More details in the full report linked below...
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Our checks suggest the PC supply chain turned relatively conservative on shipment outlook in the middle of Q1 2022, largely dragged by global inflation and regional conflict, which brought uncertainties to PC demand and blurred the overall PC shipment momentum ahead. The overall PC shipments in 2022 are expected to be shy of our forecasts made at the end of 2021.
Additionally, COVID-19 lockdowns in China have affected laptop manufacturing lines, and will likely affect overall shipments in April.
Q1 global PC shipments ranking
Lenovo maintained its lead in the global PC market in Q1 2022 with a 23.1% share, which was down a little compared to 2021. The brand’s total shipments of 18.2 million units were down 9.5% YoY. Lenovo performed well during the pandemic largely due to its in-house manufacturing and operation control. This advantage will continue to help the company in times of demand uncertainty or component supply issues.
HP took a 20.2% share to capture the second spot. The company saw a 16% YoY decline in shipments largely due to Chromebook losing momentum and consumer demand weakness.
Dell, on the other hand, posted a slight increase in its shipments in the first quarter of 2022, riding on the commercial/premium product strategy tailwinds. Dell’s market share expanded by around 100 bps in Q1 2022.
Apple continued its success with the M1 MacBook series to see 8% YoY shipment growth in Q1 2022, which boosted its market share by 100 bps YoY. Asus saw 4% YoY shipment growth thanks to its gaming and commercial products expansion. Acer continued to struggle due to Chromebook sales losing momentum and ended the quarter with a 1% shipment decline. Asus and Acer both had ~7% market share in the quarter.
More details in the full report linked below...
Read More