From “Global PC market grows 5% in Q3 2021 as supply and logistics deteriorate” posted Monday:
Following five quarters of double digit growth, the global PC market saw annual growth drop to 5% in Q3 2021, with shipments of desktops and notebooks, including workstations settling at 84.1 million units. Despite the reduction in growth, volumes remain at a remarkably high level, given how strong the industry performed in Q3 2020. As a result, the PC market has undergone a two-year CAGR of 9% from Q3 2019. Despite high demand, PC business suffered a series of blows, making it extremely hard to facilitate supply. Vendors and channel partners are still having difficulty fulfilling orders as backlogs persist. Notebooks and mobile workstation shipments grew 3% year-on-year to hit 67.4 million units, while shipments of desktops and desktop workstations rose 12% to 16.6 million units…
Of the top five PC vendors, all but one continued to post shipment volume growth in Q3 2021. Lenovo led the market with 19.8 million units shipped, for a modest increase of 2.5% year-on-year. HP maintained second position, but underwent a 5.7% decline, with a drop off in Chromebook shipments to the US playing a major role in the downslide. Third-placed Dell was the big winner, posting the highest growth at 26.7% with over 15 million units shipped and a market share gain of over 3% from a year ago. Apple and Acer rounded out the top five with healthy growth of 14.4% and 5.7% respectively, with the former also enjoying a market share gain.
Cue the spreadsheet:
My take: Note that Canalys’ estimate of Apple’s September quarter sales growth (14.4%) is considerably higher than IDC’s (9.9%). One reason may be that Canalys includes iPads in its PC count and IDC does not.
Correction: According to Horace Dediu, 7.8 million units cannot include iPads. iPads alone are at least 16 million units. Canalys does count iPad sales, but in a separate category, not as PCs.
The iPad Pro is faster, and the 5G cellular is faster than my WiFi. The only thing I use my Mac mini for is updating my spreadsheets.
THE iPAD IS A COMPUTER
Yep. Never have, and probably never will. That’s one of the real telltales of a massive collusion going on to shade the facts – and NOT in Apple’s favor!
few things. The top 3 spots where very close in Units shipped. Apple’s results in the two charts where off by about 179K in amounts. Biggest difference seems to be in the counting of Others 3184K difference between the two charts. Canalys showing more. So it seems unlikely the percentages of market share would agree anyway.
Laptops, desktops, and servers have their place but that place is not where the masses are most of the time. Firms like HP, Lenovo & Dell, having no phones, fight for a dwindling market. Given the current WFH inventory drain, who ever can deliver 25 units to the the service techs homes by next Friday gets the order.
And as Thomas points out, it’s even worse than that, because the power of those pocket computers and wearables (on many different levels) is incredible and getting more so.
It’s like the way Apple is still valued; backwards and blind as bats, to the point where you have to wonder if it’s purposeful blindness….
“There are none so blind as those who refuse to see”, or words to that effect.