PC sales stumble in Q4 amid CPU shortages, China trade war

Postado Janeiro 12, 2019

Gartner analysts said there were signs for optimism in 2018, but the industry was impacted by two key trends. "Consumer shipments accounted for approximately 40 percent of PC shipments in 2018 compared with representing 49 percent of shipments in 2014", Mikako Kitagawa, senior principal analyst at Gartner, said.

"The impact from the CPU shortage affected vendors' ability to fulfil demand created by business PC upgrades".

Gartner has published a report detailing preliminary estimates of PCs shipped worldwide for the final quarter of 2018 and for the year as a whole.

American PC shipments fared worse than the global market, shedding 4.5 per cent year-on-year in Q4 to 14.2 million units. According to the market research company, worldwide PC shipments reached 68.1 million in Q4, a 3.7% decline year-on-year.

The ongoing tussle between the USA and China isn't just impacting the growth of iPhone models but also adversely affecting PC shipments globally in the fourth quarter of 2018. Lenovo also had a strong quarter in the US. However, HP that came second on the list with a share of identical 23.4 percent, as of Lenovo, shows a decline of 3.2 percent year-over-year "due to a challenging quarter in the Americas". The company has recorded three consecutive quarters of double-digit year-over-year shipment growth, despite the stagnant overall market.

IDC's Asia/Pacific Client Devices Group Research Manager Maciek Gornicki separately highlights that the ongoing economic tensions between the U.S. and China are likely to create a lot of uncertainty in the business environment in China.

Lenovo regained its position as the PC vendor with the most sales in the fourth quarter of 2018, an accolade earned by HP in 2017.

Now that 2018 is past us, we finally have some data about PC sales during the holiday seasons, and they're not looking really good. "Holiday sales are no longer a major factor driving consumer demand for PCs". Dell is third with 10.9 million units sold and 15.9% share, while Apple is only fourth, and far behind the top three, with just 4.9 million units shipped during the quarter and a share of just 7.2%, more than half of Dell.

In the US, HP was the top vendor for 4Q18, taking 33.4% market share.