인도,2021년2분기 PC출하량 317만대

분석: 시장에서는 2019년까지 글로벌 PC 판매량이 연간 2.5억대였는데, 코로나 사태로 원격 교육과 재택 근무 영향으로

PC 출하량이 작년에 연간 3.5억대 수준으로 판매되었고, 올해도 3.5억대 수준을 예상하고 있다.

이런 비정상적으로 증가한 PC 판매량이 지속될 수는 없을 것으로 시장 분석가들은 내년에서 PC판매량이

코로나 이전 상태로 돌아갈(감소할) 것으로 예상하며 PC 디램 가격 하락을 예상하고 있다.

 

하지만 인텔 사장은 이런 PC 판매의 증가를 PC판매의 슈퍼사이클 초입으로 보고 있다.

그 이유중 하나가 인도나 동남아시아의 경제 성장에 따른 소득 증가가 PC 구매 여력을 증가시키고,

다른 이유로 재택근무와 현장 근무를 혼용하는 하이브리드 근무가 시장의 기조로 자리잡고 있다는 것이다.

마지막으로 학교에서 학생 100명당 컴퓨터 보유대수가 10% 미만으로 성장 가능성을 크게 보고 있다는 것이다.

 

2021.08.24

India PC Market’s Dream Run Continues As It Sees Over 3 Million PCs Shipped For The Second Consecutive Quarter, According to IDC India

New Delhi, August 12, 2021 – The India traditional PC market (inclusive of desktops, notebooks, and workstations) continued to be robust as the shipments grew by 50.5% year-over-year (YoY) in 2Q21 (Apr-Jun), according to new data from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker.

IDC에 따르면 인도에서 데스크탑, 노트북과 워크스테이션을 포함한 전통 PC시장의 2021년2분기 출하량은

전년 동기대비 50.5% 증가한 것으로 나타났다.

 

A total of 3.2 million PCs were shipped in the quarter, with all product categories reporting strong double-digit growth. In the absence of any large education and government deal, this was the second consecutive quarter

when India’s PC market saw shipments of over 3 million PCs, underlining the growth in the enterprise, SMB, and consumer segments.

2분기에 약320만대의 PC가 출하되었고 모든 종류의 PC가 2자리수 성장하였다.

정부나 교육 기관향 판매가 없는 상태에서 기업과,SMB와 소비자 부문 판매로

2개 분기 연속 3백만대 이상의 판매량을 보였다.

 

Notebook PCs continue to hold more than three-fourth share in the overall category and grew 49.9% YoY in 2Q21, reporting a fourth consecutive quarter with over 2 million units. Desktops also indicated a recovery as shipments grew 52.3% YoY after recording the lowest shipments of the decade in 2Q20.

노트북은 전체 출하량의 3/4을 차지하였고 전년 동기대비 49.9% 성장하였다.

데스크탑은 작년 2분기에 10년래 가장 낮은 출하량을 보인 가운데, 올해 2분기에는 작년 동기대비

52.3% 성장하였다.

 

아래 표는 2021년2분기 PC판매량(단위:천대)

India PC Market, Product Category, Market Share, Year-over-Year Growth 2Q21 (Shipments are in thousands of units)
Product Category	2Q21 Shipments	2Q21 Market Share	2Q20 Shipments	2Q20 Market Share	Year-over-Year unit change (2Q21 vs 2Q20)
1. Notebook	2,443	77.0%	1,630	77.3%	49.9%
2. Desktop	669	21.0%	439	20.8%	52.3%
3. Workstation	63	2.0%	41	1.9%	53.7%
Total	3,175	100.0%	2,110	100.0%	50.5%
Source: IDC Worldwide Quarterly Personal Computing Device Tracker, August 2021

The second wave of COVID-19 further delayed the opening of schools and colleges, strengthening the demand for PCs for home learning. In 2Q21, the consumer segment grew 118.4% YoY, and 5.9% sequentially as vendors prepared the channel in anticipation of stronger demand.

코로나 사태의 2차 확산으로 학교와 대학교 등교가 연기된 가운데, 원격 교육 수요로 소비자 판매가 전년 동기대비

118.4%, 전분기대비 5.9%  증가하였다.

 

The commercial segment grew 13.8% YoY in 2Q21 as the enterprises, especially the IT and IT-enabled services companies, continued buying to manage the growing workforce in the ongoing work from home scenario. Moreover, the demand from SMBs also supported the growth of the commercial segment as it grew 61.2% from the same time a year ago.

 

“Despite the country being severely impacted by the second wave of COVID-19, there was a sense of optimism in the market as vendors utilized the time to procure devices to assure channel availability from their end,” said Bharath Shenoy, Market Analyst, PC Devices, IDC India. He further added, “Channel partners were struggling with low inventories and backlogs for almost a year; this came as a breather for a few vendors as they were able to add a few more weeks' inventories to their channel. However, as demand continues to outstrip the supply, it doesn’t seem that the channel inventory will return to normal before the year-end.”

Top 5 Company Highlights: 2Q21    

HP Inc. reported second quarter in a row with over a million shipments. It maintained its lead in the India PC market with a 33.6% share as its shipments grew 54.2% annually. HP shipped over half a million notebooks in the consumer segment, registering the highest shipments in the consumer notebook segment in a quarter by any vendor in India. Better allocation to the country and timely supplies helped the vendor to further widen its lead in the PC category.

Dell Technologies continued to hold the second position with a 22.1% share and impressive 86.1% YoY growth in 2Q21. In the commercial segment, with a share of 29.6%, it placed close behind HP in the second position. Also, it retained its third position in the consumer segment as its shipments grew 161.9% YoY in 2Q21.

Lenovo maintained the third position with a share of 17.8% in 2Q21. However, it did witness a marginal decline in its overall shipments due to the delayed supplies in the country. Nevertheless, it retained its second position in the consumer segment as its shipments saw a 28.8% yearly growth in 2Q21.

Acer Group retained the fourth position with an 8.7% market share in 2Q21. The vendor witnessed a YoY growth of 31.6%, primarily driven by strong performance in the consumer notebook segment as its shipments almost tripled from the same time a year ago. Acer also shared the leading position in the commercial desktop category with HP, with a share of 24.6% in 2Q21.

Apple* tied with ASUS in the fifth position for the second quarter in a row. It continued its strong performance and managed to ship more than 100 thousand units for the fourth quarter in succession.

ASUS* shipments grew 39.8% YoY in 2Q21 as it observed positive traction in both consumer and commercial segments. The vendor returned to the fourth position in the consumer segment with a share of 8.9% in this quarter and registered 37.5% growth from the same quarter a year ago.

India PC Market, Top Five Companies, Market Share, Year-over-Year Growth 2Q21 (Shipments are in thousands of units)
Company	2Q21 Shipments	2Q21 Market Share	2Q20 Shipments	2Q20 Market Share	Year-over-Year unit change (2Q21 vs 2Q20)
1. HP Inc.	1,066	33.6%	692	32.8%	54.2%
2. Dell Technologies	701	22.1%	377	17.8%	86.1%
3. Lenovo	564	17.8%	580	27.5%	-2.8%
4. Acer Group	276	8.7%	209	9.9%	31.6%
5. Apple*	150	4.7%	46	2.2%	229.2%
5. Asus*	150	4.7%	107	5.1%	39.8%
Others	269	8.5%	99	4.7%	170.8%
Total	3,175	100.0%	2,110	100.0%	50.5%
Source: IDC Worldwide Quarterly Personal Computing Device Tracker, August 2021

Commenting on the recent trends, Jaipal Singh, Research Manager, Client Devices, IDC India, said, “The tremendous growth in India’s consumer notebook segment is attracting many smartphone brands to explore this category. The country offers huge potential for all brands to grow if they timely address the demand, which is slowly shifting to entry-level price points. However, the current supply situation may restrict the growth opportunities in the short term, but this is a great window of opportunity to enter India’s consumer notebook market. He further added, “New brands also need to be considerate about the challenges that PC vendors faced in the past in terms of affordability, connectivity, and usability, and their devices portfolio should be aligned to these challenges if they are eying a significant share in this market.”

Notes:

• *IDC declares a statistical tie in the worldwide PC market when there is less than one-tenth of one percent (0.1%) difference in the unit share of two or more vendors.

• Shipments include shipments to distribution channels or end-users. OEM sales are counted under the company/brand under which they are sold.

• Enterprise segment refers to all companies with 500 and above employees, and SMBs are referred to companies below 500 employees.

• Traditional PCs include Desktops, Notebooks, and Workstations and do not include Tablets or x86 Servers. Detachable Tablets and Slate Tablets are part of the Personal Computing Device Tracker but are not addressed in this press release.

--ENDS--

For more information about IDC's tracker products and research services, please contact Shivani Anand, Senior Marketing Specialist at sanand@idc.com . You can also follow IDC India’s Twitter  and LinkedIn  pages for regular updates.