Global macro-economic factors are set to hinder global shipments of traditional PCs this year, leading to a decline of 8.2 per cent (on-year) to 321.2 million PC units. Similarly, the forecast for tablet shipments worldwide has been reduced to 158 million units, a decline of 6.2 percent compared to 2021, according to a new IDC report. Lockdown, war and inflation are the major factors behind the slowdown in demand for PCs and tablets.
Jitesh Ubrani said, “Supply constraints have plagued the industry for some time and the recent lockdown in parts of China has continued to cause this issue as factories continue to procure new components from upstream suppliers. struggle when it comes to shipping finished goods.” , research manager for IDC Mobility and Consumer Device Trackers.
“While restrictions are expected to be eased soon, worker sentiment within the supply chain remains muted, and a backlog of deliveries will remain for the rest of the year,” he said.
Despite the low forecast for 2022, PC shipments are expected to remain well above pre-pandemic levels, as drivers for upcoming device refreshes, strong commercial demand and emerging markets within the industry remain, the report said.
The report expects shipments to return to positive annual growth in 2023 and beyond, although this year’s decline will result in a five-year compound annual growth rate (CAGR) of (-) 0.6 percent.
Meanwhile, tablets face a major decline over the same period as competition from PCs and smartphones will continue to constrain growth, leading to (-) 2 per cent CAGR.
“On top of the complex issues related to the pandemic, we have now added war, inflation and the ongoing lockdown in China to the equation,” said Ryan Reith, group vice president of IDC’s Worldwide Mobile Device Trackers.
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