Canalys has released its quarterly report on the global PC market and the results offer a glimmer of hope after a difficult start to the year. According to the data, 65.5 million PCs were shipped between July and September 2023, which is 6.7% less than the same period last year, but nowhere near the 30% annual decline recorded in first quarter of 23.
Major players such as Lenovo, Dell, Apple and Asus have shipped fewer units year-on-year, but the most important finding is that they have all managed to clear out inventories and are in a better financial position, recording sequential growth in shipments, even after taking the question into account. driven by the education sector which occurs in the second quarter.
| Salesperson (agency) |
Q3 2023 shipments (in thousands) |
Third quarter 2023 market share |
Q3 2022 shipments in thousands |
Third quarter 2022 market share |
Annual growth |
| Lenovo | 16.031 | 24.5% | 16,698 | 23.8% | -4.0% |
| HP | 13,512 | 20.6% | 12,689 | 18.1% | 6.5% |
| Dell | 10,255 | 15.6% | 11,963 | 17.0% | -14.3% |
| Apple | 6,421 | 9.8% | 9,063 | 12.9% | -29.1% |
| Asus | 4,882 | 7.4% | 5,466 | 7.8% | -10.7% |
| Others | 14,445 | 22.0% | 14,372 | 20.5% | 0.5% |
| Total | 65,546 | 100.0% | 70,250 | 100.0% | -6.7% |
The breakdown of market leaders revealed that Apple is facing a 29% decline in total shipments, but Canalys recalled that Apple faced a strong third quarter last year when it was able to meet pent-up demand due to the pandemic.
Many of the problems that have plagued the PC market are now easing, said Kieren Jessop, research analyst at Canalys. Vendors can now expect a further increase in demand from AI, and the expectation is that the adoption of AI-enabled PCs will accelerate from 2025 onwards.
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