PC market expands 50% YoY in April-June

PC market expands 50% YoY in April-June

CHENNAI: The Covid second wave and the resulting indefinite closure of educational institutions has led to an increase in shipments of desktops, laptops and tablets by 40-50% year-on-year (YoY) in the April to June period. Notebooks (laptops) continue to hold a majority share, being the most sought computing devices.
Analysts said that one device per person in a family is emerging as the norm as remote work and learning continues giving a big boost to the personal computing market. Brands also reported healthy channel availability, and most global vendors are prioritising inventory to growth markets such as India, they added.
The India PC market (inclusive of desktops, notebooks and workstations) recorded a 50.5% YoY shipments growth in April to June, according to data from International Data Corporation (IDC).

A total of 3.2 million PCs were shipped in the quarter, with all product categories reporting strong double-digit growth despite absence of any large education and government deal, IDC said.
IDC’s data showed that the consumer segment grew over 110% YoY and around 6% sequentially in April-June as home learning boosted demand. The commercial segment grew a modest 14% YoY as enterprises — especially the IT and ITeS companies — continued buying to manage the ongoing work-from-home scenario. HP, Dell and Lenovo emerged as the top three brands with market shares of 34%, 22% and 18% respectively, according to IDC’s estimations.
IDC India research manager (client devices) Jaipal Singh said that schools and educational institutions being shut indefinitely has converted those learning on smartphones to buy laptops for long-term use and for factors such as protecting their vision. The purchase of laptops by enterprises is improving as remote work continues and desktop buying is backed by BFSI and other sectors, he added.
Rushabh Doshi, director at research firm Canalys, said PC vendors now have two key business opportunities in front of them — the first-time PC users and upgraders. “With the installed base having blown up massively in the past year, upgrade opportunities will provide a strong long-term sales pipeline.” Canalys notes a 42% growth YoY in shipments in April-June.
PC vendor Lenovo sees demand for premiumisation as consumers seek better features, given the higher, more long-term usage. There is demand for flexible machines with better battery life, larger screen sizes for tablets, and better processing speed and display quality so that work PCs can double up as a device for gaming and entertainment, Lenovo PCSD India MD Shailendra Katyal said.
Component’s shortage issues remain an issue for the sector, but analysts note that the extent of order shortfalls and backlogs is reducing. Gartner research director analyst Mikako Kitagawa said that given the specs, the enterprise PC market was impacted relatively higher by semiconductor shortage, while the consumer market was less impacted.

Source link

Leave a Reply

Physical Address

304 North Cardinal St.
Dorchester Center, MA 02124