“Consumers now have other priorities such as holidays, new clothes and home improvement, while some are also taking financial precautions due to inflation and recession fears. Commercial business continues to look solid compared to pre-pandemic levels as SMBs continue to improve and provide the best hybrid work solutions, while some large enterprises remain desktop-friendly, including popular workstations, as people return to the office. We will see consumer spending pick up slightly in education in the third quarter as buyers look to get the latest laptops and deep back-to-school discounts,” said Chirag Upadhyay, industry analyst at Strategy Analytics.
“The decline in Chromebook shipments continued from the peak of the pandemic, falling -53 percent year-over-year as educational demand is lower in 2022, although shipments were up 11 percent during the traditional quarter for purchases by educational institutions. HP felt the sting of these poor year-over-year comparisons, with global HP shipments down 29 percent. Currently, spending on education is on hold compared to other priorities in many countries, and we are confident that the Chromebook market will grow once governments start spending again on digitization,” added Eric Smith, director of connected computing at Strategy Analytics.
Lenovo fell less than the overall market, but remains the top notebook vendor, as shipments (sell-ins) fell to 12.8 million units in 2Q22. That’s down 17 percent from 15.5 million shipped a year ago and down 11 percent compared to the previous quarter. HP took another big hit during the second quarter of 2022 as notebook shipments fell 29 percent to 10.5 million units. Its market share is below 20 percent for the second quarter in a row, a rarity in its results since the first quarter of 2016.
Dell nearly matched its year-ago shipment level of 10.3 million units, down just 1 percent and nearly taking over second place from HP. Its market share increased by 3 percentage points to 19 percent as a result of outperforming the market. Apple barely outperformed the overall market as it faced supply constraints during the quarter. Shipments reached 4.8 million MacBooks during the second quarter, a 13 percent loss from 2Q21 and a 21 percent decline from 1Q22. Acer maintained its No. 5 position globally with 4, 4 million laptops shipped, down 16 percent. By essentially equalizing the entire market, Acer has maintained a stable 8 percent market share.