“For the full year, revenue passed US$250 billion in 2021 against US$220 billion in 2020, highlighting the seismic transformation in the industry.”
From “Global PC shipments pass 340 million in 2021 and 2022 is set to be even stronger” posted Wednesday:
The PC market ended 2021 with a bang, as fourth-quarter shipments exceeded 90 million for the second year in a row. The latest Canalys data shows that worldwide shipments of desktops, notebooks and workstations grew 1% year on year to 92 million units over 91 million a year ago. This pulled up total shipments for full-year 2021 to 341 million units, 15% higher than last year, 27% higher than 2019 and the largest shipment total since 2012. Furthermore, the industry saw strong revenue gains, with the total value of Q4 shipments estimated at US$70 billion, an annual increase of 11% over Q4 2020. For the full year, revenue passed US$250 billion in 2021 against US$220 billion in 2020, up 15%, highlighting the seismic transformation in the industry…
Lenovo took first place in the PC market in Q4 with total shipments of 21.7 million units, an annual decline of 6.5%. It was also the biggest-shipping vendor for full-year 2021, hitting a record 82.1 million units, a 13.1% increase on 2020. HP ranked second, with Q4 shipments of 18.7 million units helping it reach 74.1 million units in 2021, growth of 9.5% over 2020. Third-placed Dell posted stellar growth of 8.9% in Q4 to reach 17.2 million units and increased its market share by over 1%. Dell ended 2021 with total shipments of 59.3 million units for the year. Apple and Acer rounded out the top five for both Q4 and the full year, posting shipments of 29.0 million and 24.4 million units in 2021, respectively… (emphasis mine)
“While 2021 was the year of digital transformation, 2022 will be the year of digital acceleration,” said Canalys Principal Analyst Rushabh Doshi. “Demand for technology has boomed in the past two years, the effects of which continue to disrupt the supply chain, affecting not just availability of PCs, but also smartphones, automobiles and servers. As PC vendors navigate an ever more complicated situation, consumer spending patterns are shifting. We will see revenue growth in the industry from spending on premium PCs, monitors, accessories and other technology products that enable us to work from anywhere, collaborate around the world and remain ultra-productive. The importance of faster, better, more resilient and more secure PCs has never been greater, and the industry is willing to innovate and push the boundaries to keep this momentum going.”
My take: If there were seismic bangs and booms heard last year, they came from the M1 Macs.
Apple Silicon?
Two more words: Installed base.
As in, what’s the relative installed base? Macs, like iOS devices, wear like iron.
I’d bet that a lot of the long-running PC’s out there are held together, metaphorically speaking, with chewing gum and baling wire….
If it was up to me, I would have Apple gather the top 5-7 Windows applications and find ways / pay to get the developers to write an ARM version or Apple do that yourself. Of course, the biggest issue is most of the biggest applications are by Microsoft and Microsoft is just not likely to really create first class Mac capable software.
But then again, Apple is not necessarily wanting to be the biggest in sales here, but creating the best hardware and compatible software for specific applications where Apple’s hardware creates a huge advantage.
Apple need an AI like app to enable data research for dummies now, to leap-frog Microsoft
Past that and Adobe Creative suite, I’m not sure what the “top 5-7 Windows apps’ would be that align to a potential Apple existing/new market.
“…HP matched Apple growth.”
? Not sure where you got that from. The chart’s last column shows Apple with 28.3% growth vs 9.5% for HP.
Apple 6.4 M (28.958 – 22.574)
HP 6.4 M (74.072 – 67.688)