With the launch of Windows 11, the US PC market declined due to supply issues.
The U.S. PC market has shrunk in recent quarters due to epidemic-related supply problems. This is the first time the US PC market has declined since the outbreak of the epidemic, which has driven many people out and buying new PCs over the past 18 months. Overall, both Gartner and IDC analysts suggest that the global PC market grew in Q3, but at a slower rate than we have seen during epidemics.
“During the quarter, consumer and educational spending shifted from PCs to other priorities, which led to lower PC demand. That’s better than the 17% drop in Chromebook shipments,” Gartner said. For the first time this quarter, IDC and Gartner reported 84.1 million PC shipments in Q3, while IDC reported 86.7 million.
Both IDC and Canalys point to supply issues related to infectious diseases. Jatish Ibrani, research manager for IDC’s mobile and consumer device trackers, says the PC industry has been hampered by supply and logistics challenges, and unfortunately these issues have not improved in recent months.
These supply issues have affected laptops more than desktops. “These components are expected to remain in short supply until the first half of 2022,” said Gartner, referring to Microsoft, Nodia, and TSMC as well as industry chip shortages that will continue well into 2022.
The scarcity and performance of the USPC market is exactly the same as the launch of Windows 11 by Microsoft. The software company last week began shipping Surface devices equipped with Windows 11, as well as laptops from OEMs such as Asus, Lenovo and HP. Other PC makers such as Acer, Dell and Samsung will soon release new Windows 11 devices.
Shortages can make it harder to find Windows 11 PCs this holiday season, with supply chain issues affecting Wi-Fi modules, power management circuits and more.