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IDC: Worldwide PC Shipments Fall 15.3% in the Second Quarter of 2022 as Supply and Demand Both Waver

AleksandarK

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Worldwide shipments of traditional PCs declined 15.3% year over year to 71.3 million units in the second quarter of 2022 (2Q22), according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker. This was the second consecutive quarter of lower shipments following two years of growth. The decline was worse than expected as supply and logistics further deteriorated due to the lockdowns in China and persistent macroeconomic headwinds.

"Fears over a recession continue to mount and weaken demand across segments," said Jitesh Ubrani, research manager for IDC's Mobile Device trackers. "Consumer demand for PCs has weakened in the near term and is at risk of perishing in the long term as consumers become more cautious about their spending and once again grow accustomed to computing across device types such as phones and tablets. Meanwhile, commercial demand has been more robust although it has also declined as businesses delay purchases."



Despite the recent decline and weakening demand, the total PC volume is still comparable to the beginning of the pandemic when volumes reached 74.3 million in the second quarter of 2020 and the market is still well above pre-pandemic levels as volumes in the second quarter of 2018 and 2019 were 62.1 million and 65.1 million units respectively.

"With education PC appetite saturating and consumer demand stagnating, the U.S. PC market is staring at another quarter of double-digit decline across most segments," said Neha Mahajan, research manager with IDC's Devices and Displays team. "Commercial PC demand is also showing signs of a slowdown, however there are still pockets of growth expected in certain commercial sub-segments where demand for low-mid range Windows devices remains active and unfilled."

While rankings among the top 3 companies did not change, Apple did manage to slip into the fifth position, tying* the company with ASUS, as production dipped during the quarter. As a result, Acer found itself in 4th place this cycle. Barring any further supply issues, IDC expects Apple to ramp up its production in the second half of the year.

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Consumer demand stagnating makes sense given the crazy cost of living that keeps going up and up. Electric and gas costs are through the roof and rent keeps going higher and higher. Petrol and diesel is up and up. If wages followed at the same rate it would be ok, but they're not. People are getting priced out of things.
 
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Pandemic over

No more time for PCs and gaming and surfing the net and watching Netflix

back to work
 
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Pandemic over

No more time for PCs and gaming and surfing the net and watching Netflix

back to work
Most of demand during pandemic did come from academic and work from home users now they are back in schools or in offices(partially atleast) so thats a big hole in demand.
 
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Meh, just give me the 4090Ti at 100$ & I'll buy all the stock on Amazon (India) :laugh:
 
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Pandemic over

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back to work
I was going to mention this. I know that some family members bought PC and stuff for their kids for virtual schooling. Try buying for 4 kids..
 
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Pandemic over

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There's also the point that after everyone buys something, they won't need to buy it again for a while, much less with a recession looming (or arguably already here depending who you ask).

It's also the common bullwhip effect with demand spikes, which should mean a couple cool sales to move the excess inventory eventually

 
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There's also the point that after everyone buys something, they won't need to buy it again for a while, much less with a recession looming (or arguably already here depending who you ask).

It's also the common bullwhip effect with demand spikes, which should mean a couple cool sales to move the excess inventory eventually

HEY

Don't jinx the toilet paper supply!!!!!! Not Cool!!! ;)
 
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There's also the point that after everyone buys something, they won't need to buy it again for a while, much less with a recession looming (or arguably already here depending who you ask)
Thats one thing I didnt consider, Us inflation is over 8%, thats a big jump if you're spending $800+ for a video card. Its hard to say if prices have already been kicked up, and that adds to the "should I buy this now or later" question.
 
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Its hard to say if prices have already been kicked up
If you haven't experienced a kick up in prices of, well, everything, I envy whatever your lifestyle may be. Something as simple as my non-special bodywash is ~20% more expensive vs 2019... and I'm most certainly not making 20% more money to keep up.
 

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This was to be expected with people working at home. Now people are starting to go back to work.
 
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