Canalys: Global PC shipments grew 15% in 2021, Apple’s Macs 28%

“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.”

apple canalys mac seismic

My take: If there were seismic bangs and booms heard last year, they came from the M1 Macs.

17 Comments

  1. Kirk DeBernardi said:
    Two words…

    Apple Silicon?

    3
    January 13, 2022
    • Dan Scropos said:
      Absolutely. But this is (relative) peanuts. Wait until the M series enters the Servers world to be used in the cloud. Apple could quickly garner 15%-20% market $hare.

      4
      January 13, 2022
      • David Emery said:
        It’s interesting that a guy from Apple Silicon joined Microsoft Server Silicon group. Could it be that Apple showed no interest in server hardware?

        2
        January 13, 2022
      • Duane Bemister said:
        I expect the next update to the mini will make a very compelling server.

        1
        January 13, 2022
        • Adam Foster said:
          I will be buying two m1 mac mini’s as soon as available, plus an iMac m1… I can’t wait!

          3
          January 13, 2022
        • David Emery said:
          On the software side, I think Apple made a big mistake by dropping the “OS X Server” product.

          0
          January 13, 2022
          • John Butt said:
            Apple’s server software was very weak and had almost no user friendly functions, I have one and have moved to OSX as a shared machine rather than continue to run third party server software. OSX Server needed a new Apple software group to get it up to Apple standards

            1
            January 13, 2022
  2. Robert Paul Leitao said:
    Much of the demand in CY2020 and CY2021 was sourced from WFH and school-from-home challenges. To my knowledge, there’s only one major PC maker now delivering breakthrough performance gains on new PCs to sustain unit sales growth in CY2022 as we move beyond the pandemic period. That’s Apple. The migration to Apple silicon may be a “game changer.” The charts in the linked article indicate for the market leaders – Lenovo and HP – CQ4 2021 shipments were below CQ4 2020 levels. It’s quite possible, and although the pandemic did spike demand, much of that demand may have been pulling forward future sales as the replacement cycle accelerated due to the pandemic. How soon will these buyers be replacing the recently purchased PCs? For those acquiring a PC for the first time due to the pandemic, how soon will they be in the market again?

    3
    January 13, 2022
  3. Michael Goldfeder said:
    You can’t utilize the saying: “The cream rises to the top” without incorporating; M-series.

    3
    January 13, 2022
  4. Bart Yee said:
    Even with an increase in market share and huge performance gains, the biggest impediment to Apple computer hardware gaining even more share is lack of legacy Windows software platforms that could be translated or run natively on Apple Silicon.

    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.

    0
    January 13, 2022
    • Robert Paul Leitao said:
      Bart: On a per user basis, Microsoft is more likely, in general, to generate post-PC purchase revenue from Mac users than Windows users. While that may sound odd, the demographics of Mac users versus Windows users is a much different world. With Microsoft’s transformation to a cloud company and Windows revenue now about 12% of revenue, it’s in Microsoft’s best interest to deliver attractive and efficient versions of Office for the Mac. I expect the pace of development of native Mac apps to pick up as more Apple silicon Macs are sold and certainly for the commercial-grade creativity apps as we approach the release of the new Mac Pro and the larger-screen update to the “prosumer” 27″ iMac.

      2
      January 13, 2022
      • John Butt said:
        Yes Microsoft improved their Office suite on the Mac deliberately for this reason. However, Apple has responded in the app I know well, Numbers, which is now almost as powerful as Excel, certainly matches Excel in Pivot tables but now needs Data Tables as well.
        Apple need an AI like app to enable data research for dummies now, to leap-frog Microsoft

        1
        January 13, 2022
    • David Emery said:
      Hmmmm….. What’s the market for those “top 5-7 Windows apps?’ Is it work-at-home? MS Office itself is cloud-based.

      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.

      0
      January 13, 2022
  5. John Butt said:
    While Apple has the largest percentage rise in PC sales, Apple increase in sales is only 6m units while Acer & Lenovo are almost selling 10m units more each and HP matched Apple growth.

    0
    January 13, 2022

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