Pandemic supply issues are inflicting the US PC market to say no


Enlarge / Bottlenecks are still in play.

It might be more difficult to get a new PC this holiday season as supply chain issues continue to hamper the market. Numbers shared by analysts today show that the lack of components related to the COVID-19 pandemic is still having a big impact on PC supply – and demand.

“The PC delivery bottleneck is expected to last well into 2022, with a significant portion of orders not being fulfilled over the Christmas period this year,” said Ishan Dutt, senior analyst at Canalys, in a statement.

The biggest factor slowing the growth of desktop, laptop and workstation shipments is the disruption in the global supply chain and logistics network, Dutt said. Manufacturers in Asia in particular have to deal with restrictions and even lockdowns. This situation leads to backlogs among PC manufacturers and their partners.

Global growth, US decline

Around the world, the third quarter of 2021 was a period of growth for the PC market, according to Canalys, which grew 5 percent compared to the third quarter of 2020, and IDC, which grew 3.9 percent. In the US, however, there has actually been a decline. Canalys reported a year-over-year decrease of over 9 percent (IDC did not disclose the number in its announcement). This was partly due to the lack of components that affected various parts, such as integrated circuits used in power management and Wi-Fi modules. Another factor, however, was simply that many Americans had recently bought a new PC.

“Supply chain bottlenecks and persistent logistical challenges led the US PC market into its first quarter, with shipments declining annually since the pandemic began,” said Neha Mahajan, senior research analyst for devices and displays at IDC, in a statement.

“After a year of accelerated purchases driven by the shift to remote work and learning, PC spending has also slowed comparatively, causing some slowdown in the US PC market today. Nevertheless, the supply in key segments is clearly lagging behind the demand. with stocks still below normal levels, “Mahajan said.


Some PC manufacturers rank mature markets like the US in favor of faster growing markets.

Lenovo at the top

  • IDC’s Q3 numbers.

  • Canalys’ Q3 numbers.

Both IDC and Canalys found that Lenovo shipped more PCs than any other brand in the third quarter of 2021, followed by HP, Dell and Apple. Lenovo represented around 23 to 24 percent of the market share, depending on which analyst numbers are looking at, followed by HP (around 20-21 percent), Dell (around 18 percent) and then Apple (around 9 percent).

Chromebook reliance is hurting HP, whose growth has plummeted (5.7 percent in the third quarter, Canalys said) as more students return to face-to-face learning.

Lenovo outperforms HP, Dell, Apple, and others.

Lenovo outperforms HP, Dell, Apple, and others.

Press volume

The growth in the third quarter of 2020 peaked at around 55 percent. Enlarge / The growth in the third quarter of 2020 peaked at around 55 percent.
According to IDC, 86.7 million PCs were shipped in the third quarter, while Canalys reported 84.1 million. Desktops and workstations reportedly showed the greatest growth (12 percent versus 3 percent for laptops and workstations, according to Canalys, but more laptops and workstations shipped (67.4 million versus 16.6 million).