PC and tablet market in strong distress in Europe, desktops in countertrend

The PC market is strong suffering, this was seen globally with the second quarter ending with a worrying -15.3% (IDC data). The first signs occurred in Q1, when the extraordinary growth of 2021 was followed by a -5.1% that had alarmed the sector. The thrust given by the pandemic therefore seems to have run out, and this also applies to our reference market, namely that ofWestern Europe.

The data Canalys they are quite eloquent: -18.5% in Q2 2022, 12.26 million units shipped between desktops and laptops. And it is the latter who suffer: -26%, 9.5 million units (even -37% if the analysis is limited to the consumer segment only), while desktop PCs report a surprising + 22% thanks to 2.7 million units shipped. The 18% decline does not include i Tabletwhose performance on the Western European market is decidedly negative: -24% with just 5.9 million units shipped.

The following image eloquently shows the current market trend:

• production stoppages in China due to lockdowns and shortages of components
• geo-political situation
• economic crisis with high inflation (on average 8% in Q2 in the euro area)

PC

There is not a single brand that bears the mark + in the desktop and laptop segment. Lenovo remains in first place with a market share of 30.9%, an increase compared to the same period last year. Comparing the data of shipments of Q2 2022 and Q2 2021 there is a decrease of 8.2%. Worse it did HP with 17.1 percentage points lost in one year and a relatively stable market share at 24.7%.

In third place in Western Europe it ranks Dell, which reports a decline of 18% on an annual basis and a share of 18%. Fourth and fifth are Acer and Appleor the two brands that recorded the most significant contraction: -30.6% the former, -42% the latter.

TABLET

The protagonists change but the sign – always remains widely present. Apple loses 20.6 percentage points in a year, but despite that increases the market share from 35.9 to 37.7% with 2.24 million iPads shipped. Second is Samsung, which limits the loss to 6.8% and reaches a market share of 21.8%. The last step of the podium is Lenovo, -37.7% compared to last year and a share of 16.7%.

Amazon is fourth, Huawei fifth: the first loses “only” 6.7%, the second 56% in just one year.