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The constraints of the Intel processor offer proved their worth in the first quarter of the year, as global PC sales were down: only the top three manufacturers recorded growth after finding as many chips as possible.
According to Gartner, deliveries to channels – distributors and retailers – have decreased by 4.6% in the last three months, to 58.5 million units. In other words, about 2.85 million fewer machines were brought into the supply chain than in the previous year.
"Supply constraints have weighed on the competitive landscape of vendors, with major vendors benefiting from better chip allocation and also starting to look for alternative processors from AMD," said Mikako Kitagawa. , senior badyst of the research firm.
The market leader, Lenovo, achieved the largest expansion of shipments, up 6.9% to 13.19 million computers, a market share of 22.5%. It benefited from the inclusion of Fujitsu PC sales, following the creation of the joint venture created last year.
Second, HP Inc. increased by only 0.8% to 12.83 million, a market share of 21.9%, helped by a rise in desktop sales and a "slight EMEA zone increase ", but announced a" decline in all other regions, "said Gartner.
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In Dell's newly created public market, sales grew 1.5% to 9.989 million units, accounting for 17.6% of all computers sold worldwide. This was the fifth consecutive quarter that Dell has grown. Desktop computers were a boon and shipments increased in EMEA, Japan and Latin America.
Kitigawa said that these three leading PC makers – whose kit now accounts for 61.5% of all shipments – have increased after the decision of 56.9% of shipments the year before. The trio grew up "despite the supply constraint by focusing on their high-end products and taking the part of smaller vendors who were struggling to secure their processors."
"In addition, the constraints imposed have pushed the main suppliers to adapt their range of products to high-end segments in order to cope with the constraint – which, combined with a favorable evolution of the prices of the components, should increase the profit margins", she added.
Apple, fourth, fell 2.5% to 3.97 million units, Asus, from 7.3% to 3.6 million, Acer's 3.22 million, to 3.32 million million, and the Other section of 11.9 million, to 11.6 million.
Consumer sales "remained low" compared to a year ago, said Gartner – along with the situation in the UK in January and February, The reg revealed recently.
The update of Windows 10 has nevertheless somewhat helped the corporate sector, but a slowdown in notebook sales could indicate that the buying cycle has "almost reached its climax."
In the United States, sales fell 6.3% to 11.02 million euros, from 2.2% in the EMEA zone to 18 million units, to 5.1% in the Asia-Pacific region at 20.1 million euros and 16.6% in Latin America. Only Japan recorded growth of 6.8%. ®
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