London, Hong Kong, Boston, Toronto, New Delhi, Beijing, Taipei, Seoul – January 20, 2022
Global PC shipments reached 90.3 million in Q4 2021 to maintain their YoY growth momentum at 3.1%, coming on a relatively high base in 2020. The situation on the component supply and logistic fronts continued to improve but at a slow pace. The shipment forecast for Q1 2022 remains optimistic, mainly due to a solid demand and improving component supply. OEMs and ODMs are also expecting some easing of pressure on PC components.
In Q4 2021, the supply gap for the most important PC components, such as power management IC, Wi-Fi and I/O interface IC, narrowed. We believe both OEMs and ODMs will continue to accumulate component inventory to cope with uncertainties cropping from COVID-19. Therefore, we do not see any big risk to PC shipment numbers due to supply backlogs.
Global PC Shipments by Vendor, Q4 2021
Lenovo continued to lead the global PC market in Q4 2021 with a 24% share, slightly shy of its share in Q4 2020 but still having its highest unit sales in 2021 at 21.7 million. HP took a 20.5% share with 1% YoY growth driven by the easing of component shortage. Dell posted a 15% YoY growth in the quarter riding on the strong momentum from its commercial/premium product strategy. Apple’s shipments in Q4 2021 remained largely unchanged thanks to the M1 Macbook’s success. On the other hand, Asus saw a single-digit YoY growth in Q4, while Acer saw a single-digit YoY decline with market shares of 6.8% and 6.7%, respectively.
Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.
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