The market researchers at Canalys claim that global PC sales rose just 5 percent in Q3 2021. Does this indicate that the pandemic boom is over?
Not exactly, Canalys says.
“More than a year on from the onset of the pandemic, manufacturing continues to be hindered by lockdowns and other COVID-19 related restrictions, particularly in Asia,” Canalys senior analyst Ishan Dutt wrote. “This has been compounded by a massive slowdown in global transportation with freight prices and delay times skyrocketing as a number of industries compete to meet unfulfilled demand. The shortfall in supply of PCs is expected to last well into 2022, with the holiday season of this year set to see a significant portion of orders not met.”
According to Canalys, Q3 marked the first time in six quarters that PC sales growth didn’t hit the double-digits. But 5 percent growth in a mature market like this is still quite good, especially when you factor in all the supply chain issues.
Overall, PC makers sold 84 million units in Q3. Lenovo remained the world’s biggest maker of PCs, with 19.7 million units sold and 2.5 percent growth year-over-year. HP was again in second place with 17.6 million units sold, a decline of 5.7 percent. And Dell (15.2 million), Apple (7.8 million), and Acer (6 million) rounded out the top five.
So this is interesting, but we’ll see what Gartner and IDC have to say about this past quarter soon, I hope.