A apple is dealing with a 40 percent decline in personal computer shipments in the 1st quarter of 2023. This is bad news for companies facing excess inventory in recent months. TO Allcovering all PC manufacturers, retreat was from 29%falling below the level measured in 2019. IDC notes that, as social isolation is no longer as relevant, the demand for machines for working from home has decreased significantly.

Besides the apple dell And Lenovo recorded a decrease thirty%and another big name in the industry, hp, retreated by 24.2%. In its turn, asustek regression is also fixed 30.3%. Whoever thinks that the comeback is only in the PC segment is wrong, because The smartphone market fell 12% in the first quarter of this year.

(Loans: Lorenz Heimann / Unsplash)

Consequences of recession in a segment of smartphones and personal computers

South Korean Samsungresponsible for supplying memory for portable equipment, as well as desktop and laptop computers, said component production was cut after posting the lowest profit since the financial crisis. 14 years agoin the middle- 2009.

Jitesh Ubraniresearch manager at IDC says:

“While channel inventories have decreased in recent months, they are still well above the healthy range of four to six weeks (…) potentially in the third quarter.”

Given the global political instability, while US And China are in direct conflict. apple diversifies its production plans to avoid strategically negative centralization in the short to medium term.

IDC researchers expect that next year, 2024, the scenario for PC manufacturers will be more favorable. Experts say that the situation will improve due to hypothetical events in the global economy, and they also count on the possible need to upgrade equipment that is considered obsolete. Regardless of the expected scenario, it remains to be seen how this story will unfold.

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Source: Valor Economico.

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