On January 13, the latest data from market research agency Canalys showed that global PC shipments in 2021 were about 341 million units, an increase of 15% over 2022 and 27% over 2019, the highest shipments since 2012. Full-year revenue also reached $250 billion, up 15 percent. According to the current trend, global PC shipments will continue to grow in 2022.
In terms of brands, Lenovo's shipments accounted for 24.1% of the global share, ranking first in the world; HP ranked second with a share of 21.7%, followed by Dell, Apple, and Acer, with market shares of 17.4%, 8.5%, and 7.1%, respectively. The veteran PC company Asus fell out of the top five and was counted in the "Others".
The reason for the rapid growth of global PC shipments in 2021 is due to the rapid popularization of remote office, mobile office and other scenarios, which has led to a sharp increase in sales of notebooks, mobile workstations, and desktops, and the shipment of these types of products has reached 275 million units. While shipments hit a new high in 2021, fourth-quarter shipments were low, up just 1 percent from the same period in 2020.
It can be seen that the main nodes of consumer purchase of PC devices are concentrated in the first three quarters. The second quarter has 618 shopping festivals, the third quarter is just the eve of the opening of colleges and universities, many people will choose to buy notebooks and other products in these two periods, which should be the fastest growth stage of PC sales.
Last year, the world suffered a serious chip shortage problem, PC processors and graphics cards are in serious shortage, resulting in many popular models of notebooks on the market are in short supply, and prices are rising. In this context, it is reasonable to say that PC shipments should be sharply reduced, but the actual situation is unexpected, not only did not decline but soared, is the global lack of core is false?
Today, the global epidemic is not over, telecommuting and working from home will be the norm in the next few years, and the demand for PC equipment in the market is still very high. With the introduction of a new generation of processors from Intel and AMD, powerful performance has stimulated consumers' enthusiasm for changing machines. If the supply of discrete graphics cards can also be solved, gamers are more likely to retaliate by purchasing them to upgrade the console. It can be predicted that global PC shipments in 2022 may go up to a new level, and I don't know if Lenovo can continue to maintain the first.