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The Intel CPU supply constraints came home to roost in calendar Q1 as global PC sales shrank: only the top three largest manufacturers reported any growth after they muscled to source as many chips as they could.
According to Gartner, shipments into channels – distributors and retailers – fell 4.6 per cent in the three months to 58.5 million units. Or, put another way, some 2.85 million fewer machines were funnelled into the supply chain than a year earlier.
Supply - Constraints - Vendor - Landscape - Vendors
"The supply constraints affected the vendor competitive landscape as leading vendors had better allocation of chips and also began sourcing alternative CPUs from AMD," said Mikako Kitagawa, senior principal analyst at the research house.
Market leader Lenovo managed the biggest shipment expansion, jumping 6.9 per cent to 13.19 million PCs, giving it 22.5 per cent share of the total market. It benefited from the inclusion of PC sales from Fujitsu, following the joint venture formed last year.
HP - Inc - Cent - Cent - Market
In second, HP Inc grew just 0.8 per cent to 12.83 million, taking 21.9 per cent market share, helped by an uplift in desktop sales and a "small increase in EMEA" but reported a "decline in all other regions," said Gartner.
Over at newly public Dell, sales edged up 1.5 per cent to 9.989 million units, accounting for 17.6 per cent...
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