The global PC market, which has grown rapidly with Corona 19, remote work, and online learning, is expected to turn around in the second half of this year.

Major market research firms such as Gartner and IDC have recently lowered their estimated PC shipments to the early 300 million units, about 9% less than the previous year. Laptops’ inventory of major PC manufacturers is also increasing.

The growth of the domestic PC market, which has continued to grow since the second quarter of 2020, is expected to fall after the second half of this year. Market research firm’s blind spots are also frozen.

■ IDC This year’s finished PC shipments, slight increase → Reduction

Market research firm IDC predicts that the shipment volume will increase slightly this year until the third quarter of last year. However, unexpected variables have emerged since March this year, such as Russia’s invasion of Ukraine, inflation caused by quantitative easing, and raising interest rates to catch them.

In the end, IDC lowered its estimated PC shipments to 322.2 million, down 8.2% from the previous year (348.8 million units). Ryan Race IDC, vice president of IDC, said, General consumers and education sectors are reducing PC orders and uncertainty.

Another market research firm Gartner also said on the 1st, This year’s finished PC shipments are expected to be around 310 million units, down 9.5%(32 million units) from the previous year. It will go through a decline.

■ Taiwanese PC company laptop inventory increases

The shipments announced by major market research firms are only compiled by the companies or distributors that each manufacturer needs. Even if shipments decrease, actual sales can be reduced or increased.

However, major PC manufacturers have no choice but to reduce shipments from the previous year. This is because the demand for PCs is gradually decreasing, which is due to concerns over stock. According to Taiwan Digit Times early last month, Jason Chen Acer expressed concern, The supply of notebooks has already exceeded demand.

In addition, Digit Times estimated the amount of notebook inventory based on the results of the Taiwanese PC company in the first quarter of this year, and Aser’s inventory was 26.59%compared to the first quarter of the previous year (2021), 79.51%of Asus’s inventory, and 77.62%for MSI. Gigabyte is estimated to have increased by 64.59%.

■ Domestic PC market, decrease in demand after May… Production reduction

Domestic finished PC shipments have grown continuously since the second quarter of 2020. According to the IDC Korea, the domestic finished PC shipment amounted to 5.26 million, the highest in seven years since 2013, when the Corona 19 was started.

Last year, shipments rose to 607 million units. In the first quarter of this year, the domestic finished PC shipment amount was 2.14 million units, exceeding 2 million units for the first time in 11 years since the first quarter of 2011 (260,000 units).

However, domestic finished PC shipments are expected to fall from the second half of this year. This is because major PC makers have entered the production adjustment to reduce the burden of inventory.

An official from the domestic PC industry explained, PC sales began to decline in May when the rate hike is in full swing. It is difficult to expect public demand for public demands for the past two years, and major public institutions in each level.

■ Even if the price of graphics card is lowered, the assembly PC market is ‘cold wind’

The domestic assembly PC market, a blind spot for major market research firms, has already been in a rapid recession since late April. The price of graphics cards, the biggest cause of consumers postponing PC purchases, continues to fall, but this does not have a significant impact on sales.

Some graphics card manufacturers and distributors have invested marketing budgets to lower graphics card prices, but demand has disappeared. An official of a large company that sells power supplies, a major part of the assembly PC, said, Last June sales decreased to half compared to June last year (2021).

In addition, Intel and AMD are planning to put new processors into the market from the end of the third quarter of this year, so many consumers are waiting for it. An official of a large-scale assembly PC company said, If this situation continues until September, small companies will be limited.