In a survey on worldwide PC shipments, Counterpoint, a global research firm, predicted a loss of 11.1 percent YoY to 71.2 million units in Q2 2022, the worst YoY drop since Q2 2013. Lenovo continued to dominate the worldwide PC market in Q2 2022 with a 24.4 percent share. Recall that for Q2 2022, IDC stated a YoY fall of 15.3 percent.
The research company claims that lockdowns in Shanghai and Kunshan, which disrupted the supply chain for laptops and had an impact on significant laptop ODMs including Quanta, Compal, and Wistron, were mostly responsible for the decline. Important ODMs had YoY declines of 40% and 20% in April and May, respectively.
The manufacturing lines, according to Counterpoint, appear to have resumed regular operations and cleared order backlogs by mid-May. Additionally, a drop in demand and consumer spending has been attributed to regional wars and global inflation.
Q2, 2022 sales report:
Lenovo’s overall shipments decreased 12.7% year over year to 17.4 million units, mostly as a result of weak consumer demand, which was partly offset by modest commercial orders. HP was the worst hit among the leading brands in Q2 2022, with a YoY decline in shipments of 27%. Due to a product strategy that prioritizes business and premium customers, Dell’s YoY decline was only 5%.
Acer saw a 14.8 percent YoY shipment loss in Q2 2021 from a very high base, while Asus experienced a 7.7 percent YoY shipment decline as a result of its recent commercial market concentration. Apple’s Q2 shipments decreased by 20% year over year, mostly as a result of supply chain issues at Quanta’s Chinese manufacturing facilities.
As OEM stocks continue to build in the face of weak consumer demand, Counterpoint believes that these supply difficulties will be rectified in the second half of the year. Therefore, a little recovery could be expected, but the shipping reduction might persist.
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