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持續復甦!Q2全球PC出貨量同比增3%,蘋果猛增21%領銜!
格隆匯 07-10 10:33

受人工智能設備需求推動,第二季度全球個人電腦(PC)繼續復甦蘋果公司PC出貨量表現尤為強勁

根據IDC週二發佈的報吿,2024年第二季度,全球個人電腦市場蓄力增長,全球枱式電腦和筆記本電腦出貨量達到6490萬台,同比增長3% ,在連續兩年下滑之後,連續第二個季度實現增長。

雖然整體市場受益於與2023年的良好比較,中國需求疲軟拖累了整體業績——除中國外,全球出貨量增長超過 5%。

廠商數據方面:聯想、惠普和戴爾仍位居全球PC市場前三甲;蘋果名列第四,出貨增長勢頭最猛

聯想繼續保持領跑全球,出貨量達1470萬台,同比增長3.7%。惠普緊隨其後,以1370萬台出貨量位居第二,同比增長1.8%。由於美國市場出貨量的減少,而其他頭部廠商競爭激烈。戴爾排名第三,出貨量為1010萬台,同比下降2%,是唯一同比下滑的廠商蘋果名列第四,出貨量為570萬台,佔市場份額8.8%,同比增長20.8%,在全球PC製造商中增幅最大增幅緊隨其後的是宏碁,當季出貨440萬台,同比增長13.7%。

IDC全球設備追蹤部門副總裁 Ryan Reith表示,連續兩個季度的增長、圍繞人工智能 PC 的市場炒作以及商業更新週期似乎正是 PC 市場所需要的。

“顯然,人們的注意力都集中在人工智能上,但非人工智能個人電腦的購買也發生了很多變化,使得這個成熟的市場顯示出積極的跡象。”

最近幾個月,大多數業內人士已經制定了人工智能電腦的初步戰略,主要側重於組件方面和商業市場的潛力。

儘管IDC認為,商業市場是電腦行業人工智能短期內最大的上行空間,但消費者的故事尚未得到充分説明。所有人都在關注蘋果在今年晚些時候通過預期的產品發佈來傳遞這一信息,但不應忽視的是,高通、英特爾和 AMD 都可能在消費和商業人工智能電腦方面製造噪音。

IDC 全球移動設備追蹤公司(Worldwide Mobile Device Tracker)研究經理 Jitesh Ubrani 表示: “在商業更新週期之外,面向消費者的品牌和渠道的促銷活動也有助於提振這一細分市場市場也已走出去年庫存過剩導致的最低價格,由於配置更豐富和折扣減少,平均售價有所上升。”

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