Global PC Shipments Reaches 84.2 Mn Units In Q3 2021 Despite Supply Chain Constraints: Counterpoint


Lenovo was in first place again in the third quarter with a 23.9 per cent market share

Continuing their growth trend for the sixth consecutive year despite the ongoing component shortages and other supply constraints, the global PC shipments reached 84.2 million units in the third quarter of 2021, as per a report by research firm Counterpoint. 

However, it added that the 9.3 per cent year-on-year (YoY) growth during the quarter implied decelerating PC shipment momentum after four consecutive quarters of double-digit YoY growth since Q3 2020. 

In addition, most OEMs and ODMs are not seeing any shrinking gap between orders (demand) and shipments (supply).

Additionally, demand for commercial PC demand is gradually heating up while consumer PC momentum is decelerating. 

Lenovo was in first place again in the third quarter with a 23.9 per cent market share after shipping 20.1 million units, slightly above the Q2 number mainly due to its operational flexibility. 

HP’s 20.5 percent share and 6 percent YoY decline were largely due to Chromebook slowdown as well as component shortages. 

Dell had a 30 percent YoY growth in the third quarter, while Apple’s shipments grew 11 percent. 

Asus, on the other hand, took fifth place in Q3 beating Acer, which recorded a 3 per cent YoY growth due to Chromebook slowdown.

In Q3 2021, the global PC supply chain remained constrained due to component shortages related to power management IC, radio frequency, audio codec and others. 

“We believe there is no solution to this demand-supply mismatch till mid-2022. ODMs are still pulling in chips inventory to tackle any downside risks. Besides, unstable global logistics and manufacturing site shutdowns in Southeast Asia and China add more uncertainties to PC supplies,” added the report.


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