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Worldwide PC Shipments Up Despite Global Trade Tension

Global PC shipments have reportedly continued to increase in Q3 amongst growing tensions between US and China and during the Intel CPU shortage.

Reports released Thursday attribute Q3 growth in global PC shipments to the Windows 10 refresh cycle as the ‘primary driver’ alongside alternatives in CPU supply chains in the wake of the Intel Chip shortage.

According to the Gartner report, worldwide pc shipments increased by 1.1% in the third quarter, with unit numbers totalling 68 million by 30 September.

These results were echoed by Canalys, who revealed a PC shipment growth of 4.7%, totalling 70.9 million units sold for Q3.

Both reports identified Lenovo as the leading brand in terms of global shipments, growing by 5.4% according to Canalys, and 5.8% according to Gartner.

HP and Dell secured second and third respectively across both reports.

Curiously, Gartner identified a drop in sales for Apple of -3.7%, despite Canalys showing a growth of 1.5%, though they do warn that the short-term boost could wear off as early as Q1 2020.

Rushabh Doshi, Research Director of Canalys’ Mobility services, raised concerns regarding production schedules, as vendors look to circumvent global economic issues, such as the US-China trade war or the Intel CPU shortage.

‘Intel remains a key bottleneck,’ said Mr Doshi, suggesting that ‘leading vendors will have an opportunity to consolidate the market and squeeze smaller vendors’.

However, Gartner analyst, Mikako Kitagawa, said neither the trade war or the Intel ship shortage played a significant role in the Q3 shipments.

‘The Intel CPU shortage has continued to ease, and U.S. tariffs on China-built mobile PCs had a minimal impact,’ said Ms Kitagawa.

AMD and Qualcomm were highlighted as the alternatives within the Intel CPU shortage, teaming up with Microsoft to promote the “always connected PC”, with LTE capabilities.

Gartner saw a drop of 5.3% for Asia/ Pacific PC shipments (excluding Japan), due in part to weak demand from China.

Both reports celebrated Japan as a stand-out in the market, with PC shipments growing 55% in Q3.

‘This strong growth helped propel the total worldwide PC market to growth,’┬ásaid Ms Kitagawa.

Chromebooks were not included in the data, as Gartner does not define them as PC Devices; however, their growth has outpaced PC growth since tracking began in 2012.

Unfortunately, preliminary data shows that in North America, Chromebooks experienced a modest decline for the first time since their launch in 2011.

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