:研究公司Canalys的一份报告显示,随着最后一个季度的出货量比2019年同期增长25%,个人电脑市场在2020年迎来了一个大爆炸。
报告指出,在此期间,台式机、笔记本电脑和工作站的出货量达到创纪录的9030万台。
年内个人电脑出货量连续第三个季度跃升,第四季度较上一季度增长13%。
Canalys报告称,今年全年,PC出货量增长11%,为2010年以来的最高全年增幅,达到2.97亿台,为2014年以来的最高出货量。
研究公司Canalys的一份报告显示,随着最后一个季度的出货量比2019年同期增长25%,个人电脑市场在2020年迎来了一个大爆炸。
报告指出,在此期间,台式机、笔记本电脑和工作站的出货量达到创纪录的9030万台。
年内个人电脑出货量连续第三个季度跃升,第四季度较上一季度增长13%。
Canalys报告称,今年全年,PC出货量增长11%,为2010年以来的最高全年增幅,达到2.97亿台,为2014年以来的最高出货量。
是时候升级了
J.goldassociates创始人兼首席分析师杰克戈尔德(jacke.Gold)指出,这种流行病让许多人相信,是时候升级个人电脑了。
他告诉TechNewsWorld:“人们和公司不得不出去买机器在家工作。”在某些情况下,这是因为人们的机器有六、七、八年的历史。”
此外,pundit首席分析师查尔斯•金(Charles King)补充称,可能一直坚持更新硬件的消费者,可能在第四季度开始看到墙上的字迹。
“尽管有效疫苗的可用性不断增加,”他告诉TechNewsWorld,“柯维德病毒感染和死亡的激增表明,在家工作和远程学习将持续到2021年。”
促成第四季度销售的另一个因素是可用性。”今年有很多供应紧张,其中一些在第四季度有所缓解,”瑞信研究公司首席分析师罗斯•鲁宾(Ross Rubin)对TechNewsWorld表示。
在市场飙升期间出现了一些代际差异,这对未来的销售可能是个好消息。”MoorInsights&Strategy的创始人兼首席分析师帕特里克•穆尔黑德(PatrickMoorhead)对TechNewsWorld表示:“我看到GenZ比千禧一代更喜欢使用个人电脑。”他们意识到,通过键盘和更大的显示器,他们可以完成更多不同的事情。”
游戏、教育蓬勃发展
NPD集团分析师stephenbaker指出,个人电脑最热门的两个行业是教育和游戏。
他告诉TechNewsWorld:“教育机构吃掉了所有能运到美国的Chromebook。”。
他补充说:“大部分需求尚未得到满足,也将持续到2021年。”。
“游戏一年来一直是一种现象,”他继续说今年3月以来的涨幅远远超过整个行业。”
他解释说:“当人们在家里寻找活动时,游戏是人们可以做的事情。
他还指出,自己动手的个人电脑市场比前一年增长了40%至50%。”有一个巨大的冲入市场的消费者建立自己的个人电脑,”贝克说。
颠簸还是低落?
随着2021年的开始,市场观察家心中的一个大问题是,PC出货量在2020年达到历史性表现后将如何表现。
“我相信2021年个人电脑销量会增长,”金说虽然我对有效疫苗的不断增加感到乐观,但我预计在家工作和远程学习将持续一年的大部分时间。这将有助于推动对有助于在家工作和学习的解决方案的需求增加。”
戈尔德指出,人们不会每周都购买一台新电脑,因此2021年可能会出现令人失望的情况。不过,他补充道:“市场上仍有数以亿计的5年期及以上的个人电脑仍在使用。”
O'Donnell说:“很多在固定办公室安装台式电脑的企业都意识到工作场所将发生变化,因此他们必须改变人们拥有的设备。”。
他预测:“对于PC市场的增长来说,至少还有半年,也许2021年还有一年。”。
鲁宾坚持认为,制造商将很难与2021年到2020年的“可比数据”(一年比一年)相匹配。
他说:“在如此高比例的人口升级的情况下,要在2021年保持这样的增长水平将非常困难。”第一季度的情况可能并不糟糕,因为直到第二季度流感才开始流行,但到了第三季度,相比之下,情况会低很多。”
不过,贝克认为,将2021年与2020年进行比较,可能不是判断今年业绩的最佳方法。
他说:“如果你把2021年和2020年作比较,个人电脑可能是负数,但你是在比较打破趋势线的历史峰值。”如果你将2021年与2019年(一个更正常的年份)进行比较,你会看到一个很好的稳定的高个位数或两位数的增长。”
原文题:PC Market Upswing Accelerates in Q4 2020
原文:The PC market ended 2020 with a big bang, as shipments during the final quarter rose 25 percent over the same period in 2019, according to a report by research firm Canalys.
Shipments of desktops, notebooks and workstations reached a record 90.3 million units during the period, the report noted.
PC shipments jumped for the third consecutive quarter during the year, with the fourth quarter showing a 13 percent increase over the previous quarter.
For the entire year, Canalys reported, PC shipments grew 11 percent, the highest full-year growth since 2010, and reached 297 million units, the highest shipment volume since 2014.
The PC market ended 2020 with a big bang, as shipments during the final quarter rose 25 percent over the same period in 2019, according to a report by research firm Canalys.
Shipments of desktops, notebooks and workstations reached a record 90.3 million units during the period, the report noted.
PC shipments jumped for the third consecutive quarter during the year, with the fourth quarter showing a 13 percent increase over the previous quarter.
For the entire year, Canalys reported, PC shipments grew 11 percent, the highest full-year growth since 2010, and reached 297 million units, the highest shipment volume since 2014.
Time to Upgrade
The pandemic persuaded many people that it was time to upgrade their PCs, noted Jack E. Gold, founder and principal analyst at J.Gold Associates.
"People and companies had to go out and get machines for work at home," he told TechNewsWorld. "In some cases it was because people had machines that were six, seven, eight years old."
In addition, consumers who may have been holding out on refreshing their hardware may have started to see the handwriting on the wall in the fourth quarter, added Charles King, the principal analyst at Pund-IT.
"Despite the increasing availability of effective vaccines," he told TechNewsWorld, "the surge in COVID infections and deaths suggest that working from home and distance learning will continue well into 2021."
Another factor contributing to fourth quarter sales was availability. "There was a lot of supply constraint during the year, and some of that eased up in the fourth quarter," Ross Rubin, the principal analyst at Reticle Research, told TechNewsWorld.
Some generational distinctions are appearing during the market surge that may be good news for future sales. "I am seeing that GenZ is using their PCs more than millennials," Patrick Moorhead, founder and principal analyst at Moor Insights & Strategy, told TechNewsWorld. "They realize that they can get more and different things done with a keyboard and larger display."
Gaming, Education Thrive
Two of the hottest sectors for PCs were education and gaming, noted Stephen Baker, an analyst with the NPD Group.
"Educational organizations ate every Chromebook they could get that shipped into the U.S.," he told TechNewsWorld.
"Much of that demand hasn't been satisfied and will go into 2021, as well," he added.
"Gaming has been a phenomena all year," he continued. "It's been up much more than the overall industry since March."
"As people looked for activities to do at home, gaming was something that people could do," he explained.
He also noted that the Do-It-Yourself PC market grew 40 to 50 percent over the previous year. "There was an enormous rush into the market of consumers building their own PCs," Baker said.
Bump or Slump?
As 2021 begins, the big question on market watchers' minds is how will PC shipments do after their historic performance in 2020.
"I believe PC sales will grow in 2021," King said. "Though I'm optimistic about the increasing availability of effective vaccines, I expect working from home and distance learning will continue through most of the year. That will help drive increasing demand for solutions that facilitate working and learning from home."
Gold noted that people don't buy a new PC every week, so there could be a letdown in 2021. However, he added, " There are still hundreds of millions of five-year-old and older PCs in the marketplace that people are still using."
"A lot of businesses that have desktop PCs in a fixed office are recognizing that the workplace is going to change so they have to change the equipment that people have," O'Donnell said.
"There's at least another good half a year and maybe a year in 2021 for growth in the PC market," he predicted.
Rubin maintained that it's going to be difficult for manufacturers to match the "comparables" -- one year compared to another -- when 2021 is stacked up to 2020.
"With such a high percentage of people upgrading, it's going to be tough to keep up that level of growth in 2021," he said. "The first quarter might not look bad because the pandemic didn't hit until the second quarter, but by the third quarter, comparisons will be much lower."
Comparing 2021 to 2020, though, may not be the best way to judge performance for the year, maintained Baker.
"If you compare 2021 to 2020, PCs will probably be negative, but you're comparing an historic peak that broke a trend line," he said. "If you compare 2021 to 2019, a more normal year, what you'll see is a good solid high-single digit or double-digit growth."