PC sales increased for the first time in two years. Gartner is reporting that global PC shipments for the fourth quarter of 2023 totaled 63.3 million units in. This is a 0.3% increase from the fourth quarter of 2022. However, 2023 was the worst year in PC history. PC shipments declined 14.8% in 2023. Gartner notes this is the second year with a double-digit decline. Worldwide PC shipments totaled 241.8 million units in 2023, down from 284 million in 2022.
| Company | 2023 Shipments | 2023 Market Share (%) | 2022 Shipments | 2022 Market Share (%) | 2023-2022 Growth (%) | ||
|---|---|---|---|---|---|---|---|
| Lenovo | 59,725.0 | 24.7% | 69,047.0 | 24.3% | -13.5% | ||
| HP Inc. | 52,896.0 | 21.9% | 55,366.0 | 19.5% | -4.5% | ||
| Dell | 40,238.0 | 16.6% | 50,008.0 | 17.6% | -19.5% | ||
| Apple | 21,877.0 | 9.0% | 26,825.0 | 9.4% | -18.4% | ||
| Asus | 17,061.0 | 7.1% | 20,651.0 | 7.3% | -17.4% | ||
| Acer | 15,887.0 | 6.6% | 18,708.0 | 6.6% | -15.1% | ||
| Others | 34,206.0 | 14.1% | 43,448.0 | 15.3% | -21.3% | ||
| Total | 241,891.0 | 0 | 284,052.0 | 0 | -14.8% | ||
| Source: Gartner (January 2024) | |||||||
Globally, PC shipments for all of 2023 totaled 241.8 million units, a 14.8% decrease from 2022. This marks the first time that shipment volume has dipped below 250 million since 2006, when 230 million units were shipped according to Gartner.
All the vendors shipped fewer units in 2023. According to the Gartner data date, Dell (DELL) (-19.5%) and Apple (AAPL) (-18.4%) saw the largest decreases. Mikako Kitagawa, Director Analyst at Gartner said, “… all top six vendors maintained their position without notable share gains or losses … Gartner projects that the PC market will return to annual growth in 2024.”
U.S. PC sales
The U.S. PC market recorded its first year-over-year growth since the second quarter of 2021. U.S. PC sales increased 1.8% in the fourth quarter of 2023. HP (HPQ) maintained the top spot in the U.S. PC market share of 27.7%. Dell came in second with 22.6% of U.S. PC market share, despite a 5% decrease for last year. ASUS (2357) lost a spectacular 23.2% of their U.S. Market Share in 23Q4. Kitagawa commented, “The solid U.S. economy helped small and midsize business spending as the segment grew steadily. Large companies were still cautious about spending, postponing PC refreshes to 2024.”
| U.S. PC Vendor Unit Shipment Estimates for 4Q23 (Thousands of Units) | |||
|---|---|---|---|
| Company | 4Q23 Shipments | 4Q23 Market Share (%) | 4Q23-4Q22 Growth (%) |
| HP Inc. | 4,665 | 27.70% | 1.80% |
| Dell | 3,805 | 22.60% | -5.0% |
| Apple | 2,716 | 16.10% | 14.50% |
| Lenovo | 2,650 | 15.70% | 10.60% |
| Acer | 826 | 4.90% | 13.20% |
| ASUS | 733 | 4.40% | -23.10% |
| Others | 1,435 | 8.50% | -12.00% |
| Total | 16,831 | 100 | 1.80% |
| Source: Gartner (January 2024) | |||
Global PC Sales
Globally, year-over-year PC shipments were mixed. The winner was Acer (TPE:2353) with an increase of 11.1% for the year. Apple, (7.2%) best, followed by HP (5.6%) and Lenovo (LNVGY) (3.2%) were the winners for 2023.
ASUS was the big loser in 2023, with a -9.4% decrease year-over-year in PC shipments. Dell dropped -8.3% over 2023.
| Worldwide PC Vendor Unit Shipment Estimates for 4Q23 (Thousands of Units) | ||||||||
|---|---|---|---|---|---|---|---|---|
| Company | 4Q23 Shipments | 4Q23 Market Share (%) | 4Q23-4Q22 (%) Growth | |||||
| Lenovo | 16,213 | 25.60% | 3.2% | |||||
| HP Inc. | 13,954 | 22.00% | 5.6% | |||||
| Dell | 9,983 | 15.80% | -8.3% | |||||
| Apple | 6,349 | 10.00% | 7.2% | |||||
| ASUS | 4,405 | 7.00% | -9.4% | |||||
| Acer | 3,987 | 6.30% | 11.1% | |||||
| Others | 8,479 | 13.40% | 15.3% | |||||
| Total | 63,371 | |||||||
| Source: Gartner (January 2024) | ||||||||
Gartner notes that Lenovo marked its first year-over-year growth in worldwide PC shipments since the third quarter of 2021. HP Inc. had its second consecutive quarter of year-over-year growth and sequential growth in worldwide PC shipments. Meanwhile, Dell registered its seventh consecutive quarter of year-over-year shipment decline.
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PC sales should pick up as many firms upgrade to Windows 11 ahead of the looming Windows 10 EOL. The scheduled end of support date for Window 10 is October 2025
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Ralph Bach has been in IT long enough to know better and has blogged from his Bach Seat about IT, careers, and anything else that catches his attention since 2005. You can follow him on LinkedIn, Facebook, and Twitter. Email the Bach Seat here.