According to data released by Canalys, a well-known research agency, Chinese mainland PC shipments (including desktops, laptops and workstations, excluding tablets) last year were 41.24 million units, down 17% year-on-year. With the advent of the device refresh cycle and the advent of AI PCs, the PC market is expected to rebound this year, growing 3% year-on-year, and further expanding to 10% in 2025.
ASUS shipped 2.863 million units, down 24% year-on-year, with a market share of 7%, ranking fifth on the list. Last year, a number of new products were launched, such as Zenbook 13 2023, which refreshed people's perception of thin and light laptops, which weighs only 1kg and has a body thickness of less than 1cm, and Zenbook X Dual Screen Pro 2023, which achieves high-efficiency cross-screen production, consists of a 14.5-inch 2.8K 120Hz 0.2ms OLED touch ASUS good screen + 2.8K 120Hz touch secondary screen, in addition, there are also ProArt Genesis 16 2023, Zenbook X Ultra, Zenbook Pro 14 2023, Vivobook Pro16 2023 Ultimate Edition and other thin and light laptops.
Dell's shipments were close to "halving", down 44% year-on-year to 3.148 million units, with a market share decrease of 3 percentage points to 8%, and its ranking also fell from second to fourth. The reason for this is inseparable from its "de-neutralization" operation. As early as early last year, the American company informed its supply chain and ODM partners that it planned to completely stop using chips produced in the mainland by Chinese mainland manufacturers and non-Chinese mainland manufacturers this year. There is also news that they plan to move 50% of their production capacity out of Chinese mainland by the end of next year.
It is worth noting that Dell suffered a major decline in the global personal computer market, with shipments down 19.6% year-on-year and market share down 1.3 percentage points. As PC sales continue to decline, it has also led to a continuous decline in the company's performance, with revenue of $88.425 billion in fiscal year 2024 (ending February 2, 2024), a year-on-year decrease of 14%. In response to the challenges, the company has implemented redundant measures, reducing the total number of employees to nearly 120,000.
In stark contrast, Huawei's shipments bucked the trend by 11% to 3.986 million units, and it was the only manufacturer in the top five to achieve growth, with its market share increasing from 7% to 10%, surpassing Dell and Asus to rank third. Since entering the PC industry in 2016, Huawei has been deeply engaged in the direction of "intelligence + professionalism", forming a unique innovation system, and has launched the MateBook X Pro 2023 and MateBook D 16 2024 in the past year.
As the flagship PC, the former not only brings excellent thin and light design, but also relies on the HarmonyOS system to achieve more efficient productivity, and supports collaboration with mobile phones, tablets, monitors, smart screens and other terminal devices. The latter is a large-screen ultra-connected notebook with a 16-inch 16:10 golden ratio screen, equipped with Huawei's metamaterial antenna technology, to achieve ultra-long-distance connections of up to 270 meters.
HP ranked second with 4.309 million units shipped, down 2% year-on-year. In Q1 of fiscal year 2024, which ended January 31, 2024, the company's revenue decreased by 4.4% to $13.2 billion, of which consumer business revenue decreased by 1% to $2.76 billion. Previously, the revenue of the PC business had declined for two consecutive years.
The number one is still Lenovo, with shipments in Chinese mainland reaching 15.536 million units in 2023, but down 19% year-on-year, and its market share shrank by 1 percentage point to 38%. Last year, the ThinkBook 14+/16+ 2023 Core/Ryzen Edition, Legion Y9000X 2023 beauty gaming laptop, Xiaoxin Pro 16 ultranotebook, Legion 9i (the world's first 16-inch gaming laptop equipped with an independent liquid cooling system) and other new products were launched. It is reported that at the Lenovo Innovation Technology Conference held on April 18 this year, a number of new AI PC products will be released.