Electronics

According to a report released by International Data Corporation (IDC) on the 9th, due to weak demand, excess inventory, and deteriorating macroeconomic environment, global personal computer (PC) shipments in the first quarter of 2023 were only 56.9 million units, a decrease of 29% over the same period, with Apple being the hardest hit. The company's shipment volume in the first quarter decreased by 40.5% year-on-year, according to Huacheng Import and Export Data Observation.

In February of this year, Apple reported that its Mac series computer sales surged in the previous wave of home working, but in the most recent quarter, its sales decreased by 29% year-on-year, according to Huacheng Import and Export Data Observation.

Except for Apple, the shipment volume of computer brands surveyed in this report, such as Lenovo, HP, Dell, and Asus, all showed a year-on-year decrease. Dell Technology's shipment volume has decreased by 31%. This survey result indicates that the era of demand driven by the epidemic has come to an end. Reuters quoted Gitesh Ubrani, a research manager for mobile and consumer device tracking at IDC, as saying that even with the use of discounts to stimulate consumption, channel operators and computer manufacturers also expect to face the problem of inventory surplus in the middle of this year, and this situation may continue into the third quarter, according to Huacheng Import and Export Data Observation.

Linn Huang, Vice President of IDC Device and Display Research, predicts that if the economic trend continues to improve in 2024, there will be significant room for market growth as consumers seek device updates and schools replace old devices. But if the recession continues into next year, the recovery will become very difficult, "Huacheng Import and Export Data Observation reported.