Apple Achieves Record Growth Amid Slow Recovery in Global PC Market: Report
Portfolio Pulse from Anusuya Lahiri
The global PC market decline slowed in Q2 2023, with total shipments down 11.5% YoY to 62.1 million units. The market is expected to recover in the second half of 2023. Lenovo led the market but saw an 18% YoY shipment decline. HP had a strong quarter with flat performance. Dell lost over two points of market share with a 22% shipment decline. Apple achieved the highest growth among major vendors with a 51% YoY increase in shipments.

July 11, 2023 | 7:48 pm
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NEGATIVE IMPACT
Dell lost over two points of market share as its shipments declined 22%.
Dell's significant decline in shipments and loss of market share could negatively impact its revenues and potentially its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Lenovo led the market but saw an 18% YoY shipment decline.
Despite leading the market, Lenovo's significant decline in shipments could negatively impact its revenues and potentially its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEUTRAL IMPACT
HP had a strong quarter with flat performance by shipping 13.4 million units globally.
HP's flat performance indicates stability in its operations, which could maintain its current stock price.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
Apple achieved the highest growth among major vendors in Q2 2023, with shipments up 51% year on year.
Apple's significant growth in shipments indicates strong demand for its products, which could lead to increased revenues and potentially a positive impact on its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100