Analysis of Apple’s December Quarter Mac Shipments and Global PC Sales: Insights from Canalys

WHAT YOU SHOULD KNOW

  • Apple experienced a 7.5% decrease in personal computer shipments in the fourth quarter of 2022, according to a report from Canalys.
  • Global PC shipments for the quarter decreased significantly, amounting to 65.44 million units, a drop of 28.7%.
  • HP Inc. experienced a decrease of 29% in their quarterly shipments, bringing the total to 13.2 million units.
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Prior to Apple Inc.’s upcoming quarterly results in early February, Canalys, a market research firm, released a report indicating a single-digit decrease in Mac shipments for the December quarter.

Apple experienced a 7.5% decrease in personal computer shipments in the fourth quarter of 2022, as per the observations. This resulted in the company having a market share of 11%, with 7.229 million units shipped.

In the previous year, the market share of the product was 8.5%.
According to Canalys, both desktops and notebooks are classified as PCs for reporting purposes. Apple is the only major vendor that has seen an increase in its market share.

Lenovo Group Limited, the market leader, experienced a 28.9% decrease in shipments, with 15.47 million units shipped. The company experienced a slight decrease in its market share.

HPQ experienced a slight decrease in their market share. The company experienced a 29% reduction in their quarterly shipments, bringing the total to 13.2 million units.

Dell Technologies Inc. experienced a significant decrease in shipments, with the number dropping to 10.807 million units, representing a 37.2% decline. The company’s market share decreased by 220 basis points, amounting to 16.5%.

According to recent figures, global PC shipments for the quarter decreased significantly, amounting to 65.44 million units, a drop of 28.7%. This quarter’s performance was the worst of the year.

Data for the past year revealed that worldwide PC shipments experienced a significant dip of 16%, amounting to 285.1 million units. This was a stark contrast to the 15% growth seen in 2021.

In 2022, desktop shipments declined at a slower rate of 7%, amounting to 61.3 million. Despite the pandemic, the year’s volume was still 7% higher than the level it was at in 2019.

Ishan Dutt, a senior analyst at Canalys, noted that the global PC market experienced further struggles in the fourth quarter of 2022, which added to the already difficult year.

Retailers and vendors attempted to encourage consumer spending with generous discounts, but despite a few successes, this did not lead to a significant increase in sales, according to the source.

According to a survey conducted by Canalys of approximately 250 channel partners, the majority (60%) anticipate that PC business revenue may remain the same or decrease in 2023. The company anticipates that the difficult climate will persist until mid-2024.

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