It's being reported today that the surge in PC demand continued through the second quarter of 2021 (2Q21) despite global component shortages and logistics issues. Worldwide shipments of Traditional PCs, inclusive of desktops, notebooks, and workstations, reached 83.6 million units in 2Q21, up 13.2% from the second quarter of 2020, according to IDC's latest report.
"Elevated demand for PCs combined with shortages that greatly impacted the supply of notebooks led to desktop growth outpacing that of notebooks during the quarter." Apple launched their 24" iMac at the end of April.
Jitesh Ubrani research manager for IDC's Mobile and Consumer Device Trackers: "The PC market's hot streak continued to drive heavy investments from the supply side including the entry of new vendors as well as additional spend from underdogs. And while the top 5 continue to drive volume, the smaller vendors helped to drive growth by offering unique features or niche designs."
As illustrated in IDC's chart below covering Q2-21 Worldwide PC stats, Apple came in fourth place, though IDC is claiming that it's a statistical tie with Acer Group. Apple shipped 6.1 million units in Q2-21 vs. 5.6 million in Q2-20. Despite the higher shipments, Apple dropped 0.2% in market share.
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Though annual growth remains quite high, it has begun to taper off as the 13% growth rate in 2Q21 is far lower than the 55.9% growth in 1Q21 and 25.8% growth in 4Q20.
Neha Mahajan, senior research analyst with IDC’s Devices and Displays Group: "The market faces mixed signals as far as demand is concerned. With businesses opening back up, demand potential in the commercial segment appears promising. However, there are also early indicators of consumer demand slowing down as people shift spending priorities after nearly a year of aggressive PC buying." IDC
With Apple expected to launch a more powerful MacBook Pro and larger iMac later this year, Apple should be able to keep their PC sales humming throughout 2021 going into Q1 2022.
While IDC saw desktop PC's outperform notebooks in Q2-21, a new statistical report published by TrendForce focused on the overall outlook for notebooks in 2021 expected to grow 15% Year-over-Year.
The report noted that while Apple and Samsung will register the highest growths in traditonal notebooks, Chromebooks are expected to be the driving growth factor in 2021 due to the surge in the education market. Chromebooks are expected to ship 47 million units in 2021, an increase of 50% Year-over-Year.