These four words believe that everyone knows what they mean. Just like the PC market in the past three years, a sudden YQ has suddenly caught fire in the forgotten PC market. And every quarter and every year is a state of growth, reaching a new high in shipments in ten years at its peak. But when the market is saturated, it is followed by a slowdown and decline.
If you don't believe it, look at IDC's latest global PC market report for the first quarter of 2022, which shows that global PC shipments in the past quarter were 80.5 million units, down 5.1% year-on-year. Let's take a look at the specific rankings:
Champion: Lenovo, shipments of 18.3 million units, market share of 22.7%, down 9.2% year-on-year;
Runner-up: HP, shipments of 15.8 million units, market share of 19.7%, down 17.8% year-on-year;
Runner-up: Dell, shipments of 13.7 million units, market share of 17.1%, up 6.1% year-on-year;
Fourth place: Apple, shipments of 7.2 million units, market share of 8.9%, an increase of 4.3%;
Fifth place: Asus, shipments of 5.5 million units, market share of 6.9%, an increase of 17.7%;
Sixth place: Acer, shipments of 5.4 million units, market share of 6.8%, down 5.9% year-on-year.
It seems that Lenovo also ranks first, but Lenovo is in a state of decline year-on-year. You should know that before this, Lenovo's global share was almost around 25%, in other words, one of the 44 PCs sold in the world came from Lenovo. Now it has also encountered the problem of slowing global growth, and Lenovo and HP are currently relatively competitive with Apple. Don't look at Apple only ranked fourth, but on the profit margin no one is its opponent. If Apple plays a price war, which PC brand in the world can resist now.
The slowdown in the global PC market is actually not a big deal for traditional brands, because everyone's recognition of these brands is far greater than that of new forces. Therefore, this environment is a huge test for the new power, such as: Huawei, Xiaomi, Glory, Redmi, realme, these new PC forces, at present, there is no climate at all, and the challenge of traditional brands has not played any role.