Canalys: PC makers are having a ‘stellar’ pandemic, Apple more than most

From “PC market shipments grow a stellar 13% in Q3 2020 to break 10-year record” posted Friday:

Recently released Canalys data shows the global PC market climbed 12.7% from a year ago to reach 79.2 million units in Q3 2020 as it continued to benefit hugely from the COVID-19 crisis. This is the highest growth the market has seen in the past 10 years. After a weak Q1, the recovery in Q2 continued into Q3 this year, and it even grew on top of a strong market the previous year. Global notebook shipments touched 64 million units (almost as much as the record high of Q4 2011 when notebook shipments were 64.6 million) as demand continued to surge due to second waves of COVID-19 in many countries and companies continued to invest in longer-term transitions to remote working. Shipments of notebooks and mobile workstations grew 28.3% year-on-year. This contrasted with desktop and desktop workstations, which saw shipments shrink by 26.0%.

Lenovo regained top spot in the PC market in Q3 with growth of 11.4% and shipments surpassed the 19 million mark. HP posted a similarly impressive growth of 11.9% to secure second place with 18.7 million units shipped. Dell, in third, suffered a small decline of 0.5% in shipments from a year ago. Apple and Acer rounded out the top five rankings, posting stellar growth of 13.2% and 15.0% respectively.

Cue the spreadsheet:

apple canalys stellar pandemic

My take: Check out those Mac sales. 13.2% growth for a 36-year-old brand is nothing to sneeze at.

14 Comments

  1. David Emery said:
    Here’s one (partial) interpretation: As people work from home, they get to choose their own environment.

    3
    October 10, 2020
    • Kirk DeBernardi said:
      Nice n’ Apple-y.

      ☺️

      1
      October 10, 2020
    • Robert Paul Leitao said:
      David:

      I get your point. Also consider if you are choosing a laptop or desktop for your child to use for distance learning, which branded product and services paradigm would you trust to assist with your child’s education?

      3
      October 10, 2020
      • David Emery said:
        Depending on the kid and the school, it would be a hard choice between a Mac, which I understand, and a Chromebook, which seems to be the platform of choice for most schools these days. And frankly I can’t necessarily critique that choice, Chromebooks are A LOT easier to administer than Windows systems! Plus their limited functionality makes it a bit harder for kids to use them for things they shouldn’t…

        0
        October 10, 2020
  2. Gregg Thurman said:
    This, along with expected Services and iPhone sales growth, is supportive of my FQ4 revenue estimates (Published on estimize.com and revised on 10/1/20) of $67,242 revenue and $0.82 EPS.

    I’m very happy to see reports like this.

    2
    October 10, 2020
    • Dan Scropos said:
      I’m more inclined toward $69 billion, but that would just be a grand slam. I’m really liking this report. At that price point, Apple will sell these like hotcakes. Here’s the latest rumor:

      After hearing earlier this week that a smaller, cheaper HomePod is close to launch, a new rumor from Kang claims this “HomePod mini” will indeed be launching next month and will cost just $99.

      The speaker is said to be 3.3 inches high compared to the 6.8-inch height of the original ‌HomePod‌, and it is allegedly powered by an S5 processor, which is used in the Apple Watch Series 5 and Apple Watch SE.

      The ‌HomePod‌ mini is said to go on sale on November 16, and previous reports have indicated the new speaker could include just two tweeters, rather than the current model’s seven, in order to drive down costs and save space. Hopefully Apple will share details on the new speaker at next Tuesday’s event.

      1
      October 10, 2020
  3. Fred Stein said:
    Holy incrementalism Batman, we’re still taking market share.

    Yeah, .1% is less than measurement error, but the long term trend, inexorable growth, portends well for A-Series Macs over the next 36 years.

    3
    October 10, 2020
    • David Emery said:
      Ignore the ‘market share’ but pay attention to the ‘shipments’ estimates…

      It’s interesting to see how poorly Dell did. I’d guess that’s a significant drop in business sales, versus consumer sales. (And that would reinforce my point about ‘people working from home are choosing Macs.’ 🙂 )

      3
      October 10, 2020
      • Gregg Thurman said:
        Ignore the ‘market share’

        Ahh, yes, you’re right, but I remember when Mac share was less than 4%.

        I said it then, and I’ll say it again, when Mac share hits 10% we’ll see rapid share growth

        Will A-Series Mac’s be that inflection point?

        2
        October 10, 2020
        • Fred Stein said:
          Yes, Greg, we agree market share matters…. a lot. It means the ecosystem grows. It means converts from Wintel, perhaps for life.

          @David, unit shipments fluctuate for many reasons. Increase in sales is always great news, which we’ll hear from Tim and Luca soon enough.

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          October 10, 2020
  4. Jerry Doyle said:
    I have written successively over the past months and weeks that Apple is going to show potency in quarterly performances where many other WS companies show impotence. Apple is positioned firmly to benefit during a COVID-19 era. Why are we continuing to question this thesis when Apple is proving it for us? Work from anywhere benefits Apple. Adolescents growing up in an Apple era will want Apple branded products for distance learning. Employees working away from the office able to choose their choice of branded products will lean Apple, where many of their Employers would have rolled out other equipment. Apple will continue to take market share through manufacturing premium products and through positioning itself soon at a seminal event with its scale of economics being so great that anything else will not be able to compete. Buy as many Apple shares as you may do so.

    1
    October 10, 2020

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