PC & IT 03 (Jun 10 - Dec 23)

[winston]

Lenovo Yang Yuanqing: 2020E Global PC Mkt May Scale Up to 300M Units

With the group's record PC and smart device sales in 1H20, LENOVO GROUP (00992.HK) Chairman and CEO Yang Yuanqing projected the PC market size to reach 300 million units this year.

Equally, he expected the global PC market sales to surge by roughly 5%-10% next year.

Work-from-home and at-home learning demand will be the long-term growth trends rather than dwindling going ahead, likely brisking up PC and tablet sales, opined Yang. Accordingly, the group will have to ramp up supply based on demand.

LENOVO GROUP Interim NP Rises 43.7% to US$523M; Interim DPS HK6.6 Cents

Source: AAStocks Financial News

[winston]

PC Shipment Grows 13.1% to Over 300M Units Last Yr; LENOVO GROUP Ranks Top: IDC

The PC shipment grew 13.1% yearly last year to nearly 303 million units, IDC wrote in its report.

In terms of brands, LENOVO GROUP (00992.HK) 's shipment rose 12% to 72.669 million units last year, followed by HP and Dell (DELL.US) .

Source: AAStocks Financial News

[winston]

The PC market grew 14.8% in 2021

The PC market grew 14.8% in 2021, shipping the largest number of desktops, laptops, and workstations in a single year since 2012, according to new data from IDC, a research firm.

2021 shipments were up over 34% from the industry’s low point in 2017 to 349 million units, according to preliminary data provided by IDC.

It’s a noteworthy recovery for a sector that had been written off by technology investors and operators as a sleepy field in decline as recently as a few years ago as smartphones became the most important and highest-volume product in the electronics business.

Source: Phillips

[winston]

IDC: Global PC Shipments Hike 14% YoY to 349M Units in 2021, Logging Almost-decade High

The worldwide traditional PC shipments grew 1% YoY to 92.7 million units in 4Q21, according to the IDC report.

For the whole year of 2021, the total PC shipments even whopped 349 million units, up 14.8% YoY, logging a new high since 2012.

Among which, LENOVO GROUP (00992.HK)'s 2021 shipments increased by 14.1% YoY to 81.935 million units, ranking the first in the world;

HP (HPQ.US) came in second, whose shipments rose 9.3% to 74.104 million units, followed by Dell (DELL.US), with shipments hiking by 17.9% to 59.303 million units.

As for Apple (AAPL.US) and Acer, shipments added 22.1% and 14% to 27.775 million and 23.906 million units, positioned the fourth and fifth in the world.

Source: AAStocks Financial News

[winston]

Canalys: Global PC Shipments Dive 15% YoY in 2Q22

The personal computer market experienced severe disruption in 2Q22, as pandemic-induced lockdowns in China stymied the manufacturing sector, according to a report released by Canalys.

The total shipment volume of desktops and notebooks cratered by 15% YoY to 70.2 million units, marking the lowest level since 1Q20.

LENOVO GROUP (00992.HK) continued to lead the global PC market with a 25% share. The shipment volume of the company contracted 12.4% YoY in 2Q22 to 17.517 million units. Helmerich & Payne, Inc. (HP.US) and Dell Technologies Inc. (DELL.US) occupied the second and third place, with a market share of 19.2% and 18.9%, respectively.

Source: AAStocks Financial News

[behappyalways]

PC Demand Suffers 'Steepest Decline In Years' As Chip Shortage Turns To Glut
https://www.zerohedge.com/technology/pc ... turns-glut

[winston]

Cool demand hurts computer shipments

Global personal computer shipments fell 15 percent year-on-year in the third quarter to 74.3 million units as demand cooled and supply remained uneven.

Promotional activity from the likes of Apple and other players has helped soften the fall and reduce channel inventory by a couple of weeks.

Source: The Standard

https://www.thestandard.com.hk/section- ... -shipments

[winston]

Global PC shipments fell 19.5% in third quarter of 2022, says Gartner

by Surin Murugiah

While supply chain disruptions have finally eased, high inventory has now become a major issue given weak PC demand in both the consumer and business markets.

Lenovo maintained the the No. 1 spot in shipments with 25.2% market share.

The U.S. PC market declined 17.3% in the third quarter of 2022, the fifth consecutive quarter of year-over-year shipment decline.

Source: theedgemarkets.com

https://www.theedgemarkets.com/article/ ... ys-gartner

[behappyalways]

誰還在用3.5磁碟片?全球僅存供應商在加州｜秦綾謙｜FOCUS全球新聞 20221021
https://m.youtube.com/watch?v=H-8Vx9Dkv1I

[winston]

CN 3Q PC Shipment Vol. Slides 13% YoY: Canalys

China's personal computer (including desktops, laptops and work stations) shipment volume, cascaded 13% on a YoY basis in the third quarter of 2022, due to the deceleration of business activities, weakened business confidence and suppressed business demand, a Canalys report illustrated.

Source: AAStocks Financial News

http://www.aastocks.com/en/stocks/news/ ... t-news/HK6