2분기 글로벌 PC출하량 15.3% 감소(2022.07.12)

2022.07.12

Q2 Global PC Shipments fell double digit back on China lockdowns: IDC Report (NYSE:HPQ) | Seeking Alpha

2분기 글로벌 PC출하량은 중국의 봉쇄로 2자리수 하락.

 

International Data Corporation's latest report showed worldwide PC shipments have declined 15.3% year-over-year to 71.3M units in Q2 2022.

최근 IDC의 보고서에 따르면 2022년2분기 글로벌 PC출하량은 작년 동기대비 15.3% 감소한 71.3백만대에 

달했다고 한다.

 

The decline is recorded worse than expected as supply and logistics further deteriorated due to the lockdowns in China and persistent macroeconomic headwinds.

이런 감소는  중국의 봉쇄와 지속적인 거시경제의 역풍으로 공급과 물류가 악화됨에 따라 예상보다 더  나빠졌다.

 

However, the market stays afloat when compared with pre-pandemic levels as volumes in the second quarter of 2018 and 2019 were 62.1M and 65.1M units, respectively.

하지만 이 숫자는 코로나 이전 2018년과 2019년 PC 판매량인  62.1백만대와 65.1백만대 보다는 많은 것이다.

 

IDC's quarterly personal computing devices tracker showed HP (HP), which holds market share of 18.9%, has been hardest hit with 27.6% decline in traditional PC shipments during Q2 2022.

 

It followed: Apple (AAPL), -22.5% as production dipped during the quarter; Acer Group (OTC:ACEYY), -19.2%; Lenovo (OTCPK:LNVGY), -12.1%; and Dell Technologies (NYSE:DELL), -5.3%.

 

"Fears over a recession continue to mount and weaken demand across segments," said Jitesh Ubrani, research manager for IDC's Mobile Device trackers. "Consumer demand for PCs has weakened in the near term and is at risk of perishing in the long term as consumers become more cautious about their spending and once again grow accustomed to computing across device types such as phones and tablets. Meanwhile, commercial demand has been more robust although it has also declined as businesses delay purchases."

 

Research manager with IDC's Devices and Displays team Neha Mahajan further added that despite the slowing commercial demand there are certain sub-segments where demand for low-mid range Microsoft's (MSFT) Windows PC devices remains active and unfilled.

Last month, research firm Gartner issued forecast that PC shipments would decline 9.5% in 2022, citing a "perfect storm" of events, including geopolitical upheaval, inflation, volatile currencies and supply chain disruptions.

 

Micron Technology's (MU) recently issued weak guidance for its fiscal fourth quarter negatively impacted PC makers such as Dell Technologies (DELL) and HP Inc. (NYSE:HPQ), as well as other semiconductor companies on continued worries over waning demand for consumer electronics.

Quick run through PC makers' stock price performance over the past 1-year:

 

 

 

 

 

-------------------------------

2022.07.11

Nvidia, Broadcom lead chip decline as Barclays gets cautious on AMD, Intel ahead of Q2 | Seeking Alpha

 

Barclays analyst Blayne Curtis lowered his price target on AMD (AMD) and Intel (INTC) to $85 and $40 from $115 and $45, respectively, pointing out that notebook production is now likely to fall 17% year-over-year, compared to a previous estimate of a drop of 12%.

2022년 노트북 출하량은 전년대비 17% 감소할 것이라고 바클레이 애널리스트는 예상하면서

AMD와 인텔의 목표가를 85달러와 40달러로 하향했다.

이전 노트북 출하량 전망치는 12% 감소였다.

 

"We are taking down estimates for both companies, but they may have to come down even further as these cuts are just starting," Curtis wrote in a note to clients, adding the firm sees "no reason to own these names until the size of the correction is better understood."

 

A consensus of analysts expects AMD (AMD) to earn $1.04 per share on $6.52B in revenue during the second quarter, while Intel (INTC) is expected to earn $0.52 per share on $17.98B in sales.

 

AMD (AMD) and Intel (INTC) are slated to report second-quarter results on July 26 and July 28, respectively.

AMD와 인텔은 7월26일과 7월28일 실적 발표할 예정이다.