PC Market Records Fastest Year-Over-Year Growth in Two Decades, Gartner Says
By Maria Armental
Personal computer sales rose at the fastest year-over-year rate
in two decades, extending the pandemic-related boost as remote work
and learning took hold and cementing a fundamental shift around
PCs, according to industry data.
Gartner Inc. said PC shipments rose to 69.9 million in the first
quarter, a 32% increase that was the fastest year-over-year growth
since the firm began tracking the PC market in 2000.
While Gartner doesn't include Chromebooks in its tally, it said
Chromebook shipments more than tripled in the first quarter, driven
by schools and other educational institutions in North America.
International Data Corp., meanwhile, pegged world-wide shipments
at 84 million. Similarly, Canalys said PC shipments reached 82.7
million, which it said were the highest first-quarter shipment
figures since 2012 and were driven in part by backlogs on orders
from 2020, particularly for notebooks.
Much of the difference in the tallies from the data providers
comes from how each company defines PCs.
Analysts, which point to a reversal of a yearslong phone-first
focus, say gaming, higher performance notebooks and education are
driving PC demand.
In 2020, PC sales registered their strongest growth in a decade,
underscoring a shift to computers from mobile devices during the
coronavirus pandemic, according to industry data.
IDC and Canalys pointed to continued component shortages and
logistics issues that have contributed to the higher average
Semiconductor shortages are affecting the supply chain once
again, "with shipment lead times for some PCs extending to as long
as four months," said Mikako Kitagawa, research director at
"While this may lead to lower shipment numbers, it is still
reasonable to conclude that PC demand could remain strong even
after stay-home restrictions ease," Ms. Kitagawa said. "Moving
forward, vendors and suppliers will be closely balancing the need
to meet underlying demand without creating excess inventory."
Lenovo Group Ltd. was ranked as the No. 1 vendor, followed by HP
Inc. and Dell Technologies Inc., which Gartner said had lost some
market share. Apple Inc. and Acer Inc. rounded out the top
Write to Maria Armental at email@example.com
(END) Dow Jones Newswires
April 12, 2021 16:15 ET (20:15 GMT)
Copyright (c) 2021 Dow Jones & Company, Inc.