Computer

Historical drop in PC sales: 30% less in just 3 months

A new report from Mercury Research leaves really curious data about the market at hand. And it is that what we have experienced brought, has brought and will bring movements with the main companies. But what has been seen so far this year is something historic, because the segment of pc sales a collapsed 30% in this 2022, this being his drop steepest in history.

The first quarter of 2022 is going to be tough for PC manufacturers, especially for Intel since it has been the one that has made the strongest investment in FAB and therefore in chips. What was revealed is presumed as the prelude to what is to come in this 2022 and possibly in 2023, since the shortage of chips will end to a greater or lesser extent, but it seems that the demand is also doing so.

Intel collapses, AMD survives while other sectors continue to boom

Once again we are experiencing something historic because such a sudden fall had never been seen like this, nor with this caliber. The first quarter of the year is going to be tough for both PC manufacturers, as McCarron from Mercury Research puts it:

Despite the recession, the market saw several records set, including all-time highs for revenue in server processors, IoT/semi-custom units, and revenue, and a new record for combined average selling prices of client CPUs (PCs from desktop and laptop).

Fall-sales-PC-2022Lower shipments of low-priced, entry-level CPUs contrasted with strong ramp-ups of new mobile processors (Alder Lake for Intel and Barceló and Rembrandt for AMD) resulted in much higher Mobile CPU prices, which helped set (combining desktop and notebook) average selling price records of $138, an increase of more than 10 percent in the quarter and more than 30 percent in the year.

In other words, the price increased and the sales of processors plummeted, something similar to what would have happened in graphics cards if the price increase had not had miners as buyers.

The drop in PC sales in 2022 hardly affects Apple

Everything gets very interesting here, because despite the fact that Apple as a company does not sell as many processors as Intel and AMD, its media coverage and its products are appreciated by everyone and they already have a really interesting participation as ARM processors:

Our estimate of customer share of ARM PCs (including Chromebooks and ARM-based Macs) Apple M1 with Desktop and Mobile X86 CPUs in total size and as an estimate) is from 11.3 percent, down from 10.3 percent last quarter and just under double the 5.9 percent a year ago. While Apple’s Mac business declined in the first quarter, the drop was slight compared to the x86 PC market.

Among these data we must also talk about the server market, where AMD has done a better job than Intel and has read the general global situation in x86 very well. And it is that those of Lisa Su focused their efforts on EPYC, leaving aside the Ryzen, which generated two effects.

Fall-sales-PC-2022-1

The first is to cauterize the demand for server processors, so that right now everything that comes out of TSMC’s FABs is sold, meanwhile, it maintains stock of desktop CPUs at a fair level, thereby alleviating the critical decline that we have seen today. Intel has not been able to see this and that is why it has fallen more, since it opted for Alder Lake that although it has taken the lead, it is not accessible to users and less in a process of inflation like the one we are experiencing where people prioritize and put the PC aside to focus on your mobility with laptops.

We will see if the Alder Lake HX and its lower ranges mitigate this blow in a few months, since the trend in laptops is still positive. The GPU price near its MSRP can also help give those PC sales percentages a jump in performance.

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