According to Canalys, Q2 2022 saw PC shipments from China (including desktop, laptop and workstation shipments) decline 16% year-over-year due to weak demand amid macroeconomic headwinds and a temporary suspension of production. This is the worst decline in PC shipments in China in nine years. On the contrary, the lockdown has increased the demand for e-learning, which has led to a 4% increase in tablet sales.
According to data from the research firm, the PC market saw a 26% drop in desktops while a 10% drop occurred in laptops.
With 4,622 units sold and a market share of 40.2%, Lenovo leads the PC market in China. Dell came second with 1,623 units and a 14.1% share, and HP came third with 915 units shipped and an 8% share. According to data from Canalys, Huawei and Asus finish in the top 5 with respective market shares of 7.3% and 6.7%.
Although all other vendors saw lower PC shipments, Huawei saw the strongest year-over-year growth of 80.7%.
“It was a very difficult quarter for vendors in the PC market in mainland China. The 16% drop in shipments was the worst drop in nine years,” said Canalys analyst Emma Xu. “Demand, both commercial and consumer, has been hit hard by the strict pandemic control measures implemented across the country.”
The government and education segments, which grew 38 percent and 10 percent, respectively, due to renewal projects, were the only areas of hope for PC vendors in China, according to Xu.
The research firm attributed the drop in PC shipments to continued disruptions in logistics and production, which exacerbated supply shortages. This was especially true for companies like Lenovo and Apple.
Apple, the iPhone maker, with a 23.8% market share and 1,397 shipments in China. With respective market shares of 17.7% and 13.4%, Huawei and Lenovo came second and third, while Xiaomi and Honor finished in the top five in the second quarter.
However, with a year-over-year reduction in their shipments of 27.6% and 19%, Honor and Apple have had the greatest difficulty. By comparison, Lenovo saw solid 13% year-over-year growth in the second quarter.
“Major vendors, such as Huawei and Apple, are offering new features, such as larger and eye-protecting screens, pens, and device interoperability features to improve productivity. While chipset constraints limit Huawei’s position, vendors such as Xiaomi and Honor see opportunities to compete on the low end with similar value propositions,” Xu said.
“Major local vendors are moving away from low-margin entry-level segments, investing in the mid-to-high-end segment, which could improve synergies with their other products, helping them compete in the device category. connected”, concluded the analyst. .
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