It’s official: PCs are back

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Source: canalis

Microsoft’s original mission was “a computer at every desk and in every home”. Well, of course, that was a “temporary goal,” not a permanent mission, as current Microsoft CEO Satya Nadella suggests. pointed out since, And in fact, he added another phrase when referencing the mission internally: “running Microsoft software.”

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Anyway, the point is, it probably wasn’t ambitious enough. This is going to be two computers, or more, and in some cases multiple PCs per person.

This is the big takeaway from year-end data for the global PC market released by research firms gartner, canalis And IDC on Wednesday. Despite the impact of supply chain disruptions in the fourth quarter, PC shipments for the full year hit their highest point in nearly a decade — up 10-15% to total 340-349 million units, depending on what you’re used to. Depends on estimates.

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“PCs are now in the hands of both young students and older family members, while ownership of two or more PCs per person has become common in developed markets,” said Ishaan Dutt, senior analyst at Canalys. a press release, “Since the start of the pandemic, a higher than normal proportion of shipped PCs have been adding new ones to the installed base rather than replacement devices, especially in areas such as education and remote work.”

“It has set the stage for continued success for the PC industry because of how embedded they are in our day-to-day lives, not to be held back,” Dutt said.

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For that “ongoing Microsoft software part,” traditional Windows PC vendors still dominate the rankings, though in many cases the numbers include many Chromebooks from those same computer makers.

At the same time, Apple saw big gains in Mac shipments, estimating its growth for the year to be between 18% and 22% (IDC chart above).

Microsoft reports its earnings for the December quarter on January 25, though the above-mentioned fourth-quarter decline (as shown in the Gartner chart above) means the impact on its quarterly growth could be muted.

But beyond that, the emerging consensus is that the pandemic has caused a lasting change in consumer behavior and the PC market. As Canalys analyst Dutt concluded, “This has set the stage for continued success for the PC industry because of how embedded they are in our day-to-day lives.”

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