The latest research by Counterpoint has shown a 4.3% decline to 78.7 million units in the first quarter of 2022. The numbers are coming from the Counterpoint Research Global PC tracker. The long-drawn component shortage that has significantly affected output is also projected to likely ease by the second half of the year.
According to Counterpoint Research, the order backlog from last year contributed substantially to PC shipments for Q1, in line with previous projections. It is also predicted that global inflation and the current crisis in Europe could affect PC shipments for Q2, 2022. COVID-19’s resurgence in China will also hurt production, as some cities are already in lockdown. Counterpoint projects overall PC shipments for 2022 will fall slightly below its earlier forecast.
The leading lights in terms of PC shipments in Q1 2022 are Lenovo (23.1%), HP (20.2%), Dell, Apple, Asus, and Acer. The vendors experienced a mixed bag of fortunes, although Lenovo was able to sustain its prime position with a strong product strategy. Apple also saw improvements in its M1 MacBook series.
The PC component outlook for the year looks bright as OEMs continue to clear backlogs from the component shortage that has dragged on for two years. Counterpoint sees a substantial improvement in supply chain and logistics in the PC segment by H2 2022.