The branded PC manufacturers will register this year equipment sales levels at the level they were before the pandemic. This is due, according to Digitimes, to a worse than expected second half of the year. In addition, the growth in PC sales that the pandemic stimulated to be able to continue working and studying from home, has slowed down as most countries return to a normal situation and the total or partial disappearance of teleworking.
Various PC brands, including Acer, Asustek Computer, HP, Dell, and Lenovo, have adjusted their 2022 sales targets multiple times. And in all cases, the end result is the same: annual sales of laptops and desktops will return to 2019 sales levels, or be only slightly higher. Although the pandemic-induced boom in PC sales was virtually certain to be temporary, in 2021 and as late as early 2022 many supply chains were confident that they would still see strong PC sales in 2022.
So they believed they could maintain growth even if demand slowed. But various economic and political factors that have occurred in 2022 have resulted in inaccurate forecasts and a drop in demand that has been higher than expected.
Intel, AMD and Nvidia they were initially optimistic about growth in 2022, haranguing supply chains and their customers to increase their production capacity and orders. But now, after suffering losses in the second quarter, both Intel and AMD expect PC sales base between 10% and 15% this year. Nvidia’s profits have also taken a hit, and it looks like the company’s overall performance in 2022 will see a significant drop.
According to the computer supply chain, global consumer demand has dropped markedly due to inflation pressures. In addition, manufacturing costs and product prices have risen. In addition, they have confirmed that the traditional high season in the second half of the year will be slow, due to weak consumer markets in Europe, the United States and China. Sales of laptops, desktops, motherboards, graphics cards, and monitors are down sharply. Even the growth of server sales has slowed down, and has been lower than expected.
In 2021, computer sales lenovo they became about 81 million units. At the beginning of 2022 the company expected to maintain growth this year but has since revised its target down to 68 million units by 2022. They attribute this reduction to various factors, such as COVID lockdowns and power outages. in China. The supply chain expects Lenovo to sell some 65 million PC units in 2022, just slightly more than it sold in 2019.
hp it was confident at the beginning of the year that its 2022 sales would reach 85 million units, after having sold 73 million units in 2021. HP has already revised its target to 59 million units, less than the 62 million it sold in 2019.
As to Asustek, which sold more than 20 million laptops in 2021, and based on the inventory rate they have, and how it’s going down, they expect their annual PC sales in 2021 to drop 10% to 15%. Their unit sales of graphics cards and motherboards will also decline. steel they expected to sell 22 million computers in 2022 after selling 20 million units in 2021, but now they only expect to sell 14 million computers.
Computer manufacturers believe that the reduction in the equipment stock they accumulate will be completed in the first half of 2023, and that annual equipment sales will start to rise again from 2023. HP already anticipates that by next year it will sell 65 million units, and Asustek sets its goal at more than 17 million units. Secondly, Manzana it is the only company that has continued to maintain constant annual sales growth in recent years.
