From “Gartner Says Worldwide PC Shipments Grew 4.6% in Second Quarter of 2021” posted Monday:
Worldwide PC shipments totaled 71.6 million units in the second quarter of 2021, an increase of 4.6% from the second quarter of 2020, according to preliminary results by Gartner, Inc. While PC demand remained above pre-pandemic levels, this was a marked deceleration in growth compared to the record year over year growth of 35.7% in the first quarter of 2021, due in part to the impact of ongoing component shortages.
“The global semiconductor shortage and subsequent component supply constraints have extended lead time for some enterprise mobile PC models to as long as 120 days,” said Mikako Kitagawa, research director at Gartner. “This has led to prices increasing in the bill of materials, which vendors have passed on to end users. Moving forward, rising prices could continue to slow PC demand through the next 6 to 12 months.”…
Apple, Acer and ASUS grew faster than the market, owing to improved availability of consumer PCs. The consumer PC market was less impacted by shortages than the enterprise market, as vendors can be more flexible in the system design of consumer models, enabling workarounds for certain supply constraints.
Below: Gartner’s spreadsheet (click to enlarge)…
My take: In the U.S., Apple is the No. 3 PC maker after HP and Dell, and HP is rapidly losing ground.
UPDATE: IDC, who’s spreadsheets rarely agree with Gartner’s, has Mac sales up 9.4% year over year, tied for fourth place worldwide with Acer.
Below: IDC’s spreadsheet.