Recently released Canalys data shows Apple’s Mac sales after a fantastic growth of 13.2% as the global PC market climbed 12.7% from a year ago to reach 79.2 million units in the 3rd quarter of 2020, as it continued to benefit greatly from the COVID-19 crisis.
This is the highest growth the market has seen in the last 10 years.
After a weak Q1, the upturn continued in the second quarter into the third quarter of this year, and it even grew to the top of a strong market the year before. Global portable shipments affected 64 million units (almost as high as a record high in Q4 2011 when portable shipments were 64.6 million) as demand continued to increase due to other waves of COVID-19 in many countries and companies continued to invest in long-term transitions to telework. Shipments of laptops and mobile workstations increased by 28.3% from the previous year. This is in contrast to stationary and stationary workstations, which saw shipments shrink by 26.0%.
Lenovo regained the top spot in the PC market in the third quarter with a growth of 11.4%, and shipments exceeded 19 million. HP had an equally impressive growth of 11.9% to secure second place with 18.7 million units shipped. Third, Dell suffered a slight decline of 0.5% in shipments from a year ago. Apple’s Mac sales and Acer PC shipments rounded out the top five rankings, with fantastic growth of 13.2% and 15.0% respectively.
Worldwide desktop, portable and workstation shipments (market share and annual growth)
Canalys PC Market Pulse Q3 2020
“Suppliers, the supply chain and the channel have now been given time to find their feet and allocate resources to deliver laptops, which still see high demand from both businesses and consumers,” said Ishan Dutt, Canalys Analyst, in a statement. “After prioritizing high-quality markets and large customers in the second quarter, suppliers have now been able to focus on delivering a wider range of countries as well as small and medium-sized businesses that had difficulty securing units earlier this year. . Governments, realizing the importance of PC access to sustain economic activity during this time, have intervened with financial support or even full-scale deployment of devices. This has been particularly important in the education area, with school periods beginning in the third quarter without the opportunity for on-site learning in many markets. For example, the British government made 100,000 notebooks available to ensure that students who are unable to return to classrooms face the least possible disruption to their ability to get an education. Canalys expects IT spending, including investments in PCs, to be a key driver of economic recovery in the wake of the pandemic. ”
“The lasting effects of this pandemic on the way people work, learn and collaborate will create significant opportunities for PC vendors in the coming years,” added Rushabh Doshi, Canalys Research Director, in a statement. “As the line between work and home life becomes increasingly blurred, it becomes important to position devices against a wide range of applications, with a focus on mobility, connectivity, battery life and screen and sound quality. Differentiation in product portfolios to capture important segments such as education and regular gaming will also provide growth pockets. And beyond the PC itself, there will be an increased need for collaboration accessories, new services, subscription packages and a strong focus on endpoint security. These trends will be most beneficial for suppliers who offer comprehensive solutions that enable customers to make structural changes in operations. Although there has been a focus on commercial PC demand over the past two quarters, holiday spending has been set to give the PC market more joy. ”
Note: tablets (slate and removable products) are not addressed in this press release. Chromebooks are included as part of laptops.
MacDailyNews Take: Apple’s sales of Mac sales show that every cloud has silver lining.