PC and tablet shipments will decline by 11.2% in 2023, IDC said in a revised forecast on Monday, noting “the tide had been building for a market slowdown for some time.”
IDC said consumers are no longer bound by Covid restrictions and commercial backorders have already been completed for PCs. “The second half of 2022 sent a strong signal that endpoint devices are no longer the focal point and that 2023 will be a time for inventory clearing and shifting priorities,” the analyst firm said in a statement.
IDC analyst Jitesh Ubrani said sunsetting of Windows 10 should drive PC refreshes in 2024 and 2025 for the commercial sector. Deployments in schools have permanently increased the size of the total addressable market.
Apple has show steady and slow commercial growth sales in recent quarters, but is expected to fall behind performance of Microsoft and Google tablets and PCs over the next two years, Ubrani added. In 2024, Google and Microsoft year-to-year growth will reach 4%, compared to 2% for growth for Apple that year. Apple macOS and iOS, however, should tie with year to year growth of Chrome+Android and Windows in 2026, all at about 1.5% growth.
IDC said global shipments in 2023 of PCs and tablets will reach 403 million units, down from 429.5 million forecast in December.
Various chipmakers have cited the reduced demand for both smartphones and personal computers citing surplus inventory and declining demand amid a tough macroeconomic climate. A growth mode is expected in 2024 and 2025.
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