During the pandemic, we have seen a strong sale of computers due to telecommuting and remote training. That time passed and, as is normal, sales fell like a beast, giving spectacular data. HP and Dell suffer from a drop in sales of more than 40%, while Lenovo is close to 35%, some data only includes clone computers, laptops and workstations.
The data published by Canalys refers to the sale of clone computers, laptops and workstations. In addition, it focuses only on the European market, so we have quite interesting data. The situation of some companies is complicated, very complicated, although they are all experiencing declines in turnover.
The market is sinking in a bestial way
It is not news that the PC market in general is undergoing a strong correction. We come from a completely abnormal and exceptional situation which gave bestial data. We are now in a process of regression, with sales worse than the pre-pandemic period. It makes sense, during COVID-19 many systems have been renewed.
First, Canalsys compares the Q4 2022 revenue compared to Q4 2021, which is the same quarter, but from a different year. we see how Lenovo pass sell 4.4 million systems at “only” 2.9 million of systems, suffering from a down nearly 35%. What is interesting is that it increases its market share by 1.5%.
HP suffers from a fall from almost the 43% there Dell suffers from a fall from almost the 42.5%. Asus for his part suffers from a fall next to 25% there Apple is the best stop, suffering from a fall
About the general data, we see quite interesting information. During Q4 2022 they were sold 10.7 million systems, while in the Q4 2021 they were sold 17.4 million of systems. We are talking about a stock market crash of 38.5%.
Acer is collapsing and Apple is weathering the storm well
Not only was data for the fourth quarter of 2022 presented, but annual data was also provided. This data shows a much more measured drop in sales, so the data for the last quarter of last year is something, apparently, punctual.
Lenovo is down just over 17.6%, which isn’t great data, but it’s less than the stock market crash. HP is above 26% and Dell is close to 22%, being above the stock market crash.
The one that best supported the drop in sales was Apple, which barely fell by 5.3%, a very positive figure. While Dell was overwhelmed by the situation with a 38% drop over one year. A huge slump in sales that it’s unclear how it will affect the business in the long run.
Looking at the cumulative, we see how a total of 51.6 million systems were sold in 2022. We see how in 2021 there were sales of 64.9 million units. We have an overall drop of 20.5%, which shows that the year has been quite negative.
With this data, we can better understand the price crash of SSDs and RAM. It should be borne in mind that the market for clone systems is the main source of income for manufacturers of such components.
