Andrew Orr
PC shipments in China fell overall in quarter three of 2022 due to weak commercial demand, but Apple's iPad held firm in the tablet category.
The newest analysis from Canalys examines PC shipments, which include desktops, notebooks, and mobile workstations.
Desktop shipments declined by 31%, and notebook shipments fell by 3%.
Overall shipments fell 13% year-over-year, and the commercial segment was down 17%. Consumer demand was also weak, with shipments for this segment falling by 10%.
Analysts have low hopes for calendar quarter four of 2022 or early 2023, although there is a bright spot.
"The PC market is unlikely to see growth in Q4 2022 or early 2023, given China's current fragile macroeconomic situation," said Canalys Analyst Emma Xu. "The good news is that the recovery timeline is becoming clearer as the easing of pandemic controls is starting across major cities in China."
PC shipments
Lenovo was at the top of the PC market in China, although its shipments dropped by nearly 17%. In the second place, Dell had the worst year-over-year decrease among the top vendors at 21%.
PCs didn't have a good quarter three in ChinaHP took third place with a 17% decline in shipments. Asus and Huawei came fourth and fifth, growing annually and sequentially, benefiting from solid promotions and consumer marketing.
The tablet market
Apple had first place in the tablet market, but its growth slowed to 7%, even as its iPad supply improved compared to the second calendar quarter of 2022. Huawei and Lenovo came in second and third, each posting double-digit declines due to component constraints and a drop in commercial demand for tablets.
The overall tablet market was down, but Apple saw modest growthHonor, in fourth place, saw 41% growth in quarter three thanks to its Pad 8 series launch. Xiaomi came in fifth place with 15% growth, even though analysts said its new tablet had minor upgrades.
Overall tablet shipments were down 3% year-over-year.
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2 Comments
Why does AI not allow discussion on the important topics like "FBI 'deeply concerned' about Apple's new security protections"? You guys allow it on water downed stories such as this one. I for one come here to have open discussions on all stories and topics, I agree sometimes discussions get heated but so what. Just curious to why
The iPad is obviously the best tablet you can buy on the planet, and they sell very well in China, Korea, and Japan, when you see Apple computers, Apple watches and iPads being shown in Korean movies and tv shows, (they rarely show iPhones but it’s only a matter of time).
Interestedly all of better quality world brands from the west sell well in that part of the world at ground level despite the politicians going at each other.