Compared to a year ago, PC shipments in all regions have all increased. Although this result is good news for the PC industry, Gartner analysts said that this market stability is not enough to declare the PC industry is recovery.
Gikaner Principal Analyst Mikako Kitagawa said: 'In the second quarter of 2018, commercial market demand led to PC shipment growth, while consumer market shipments declined to offset this demand. In the consumer sector, due to PC User behavior changes, the basic market structure remains the same, and thus continues to have an impact on market growth. 'More and more consumers use their smartphones to handle their daily work, such as: viewing social media, recording schedules, banking and shopping, Reduce the consumer demand for PC.
'In the commercial market, the replacement peak of Windows 10 has passed, and the sales momentum of PC will weaken within two years. With the end of the Windows 10 upgrade cycle, PC manufacturers should seek a way out to maintain the growth of the commercial market.
After the joint venture between Lenovo and Fujitsu was completed, in the second quarter of 2018, the shipments of the top five PC manufacturers accounted for three-quarters of the global total. In the second quarter of 2018, Fujitsu’s PC shipments were due to The joint venture (a joint venture with Fujitsu) was included, and Lenovo and HP (HP Inc.) actually tied for the first place in terms of global PC shipments. PC shipments from the world's top five PC manufacturers this quarter. Both have grown.
HP's PC shipments achieved year-on-year growth for the third consecutive quarter. In addition to the US, HP maintained steady growth in all regions. In other regions, shipment growth was much higher than the regional average. Lenovo achieved its first in 2015. The biggest increase since the quarter.
In the past two years, despite the cyclical decline in PC shipments from Dell's competitors, Dell's shipments have not declined. This is mainly due to Dell's focus on growth, especially in the commercial sector. In addition, Dell abandoned Unprofitable business.
After six consecutive quarters of decline, US PC market shipments resumed growth. In the second quarter of 2018, US PC shipments reached 14.5 million units, up 1.7% from the same period last year. HP continues to lead the US market. However, Dell PC shipments in the US increased by 7.2%, narrowing the gap with HP.
Beichuan Meijiazi pointed out: 'In the United States, the public sector's demand for commercial PCs is particularly strong, as the second quarter is usually the peak season for government and education market buyers to buy PCs. The growth of desktop PCs is due to the continued heavy use of desktop PCs by the US public sector. US mobile PCs are growing, but the strong demand for Chromebooks in the education market has had a negative impact on PC growth. Overall, Chromebooks have grown by 8% in the US, but Chromebooks are not included in the PC market.
In the second quarter of 2018, PC shipments in Europe, Africa and the Middle East reached 17.4 million units, up 1.3% year-on-year. In Western Europe, demand for commercial PCs in Germany and the UK is strong, while Europe and Asia (including Russia) is still the European and African markets. Growth area. Despite the slow growth in PC demand in the second quarter, consumer demand in several countries such as Russia, Ukraine and Kazakhstan continues to grow.
PC shipments in the Asia Pacific region totaled 21.3 million units, up 0.1% from the second quarter of 2017. The commercial market in India, Indonesia, Thailand and other emerging markets in Asia has improved due to the demand for replacement of aging PCs and upgrades to Windows 10. In China, as some commercial purchases were postponed until 2019, PC shipments fell by 3.6% year-on-year, and the consumer market was saturated.