JPMorgan Chase: The global PC market is improving, with the year-on-year decline narrowing to single-digit levels

News from this site on January 11, J.P. Morgan Chase (J.P. Morgan) recently issued an investment memorandum. Based on IDC data, it stated that although the global PC market experienced a quarter-on-quarter decline in the fourth quarter of 2023, from Judging from year-on-year data, the PC market has released positive signals.

This site quotes data from the market research agency IDC. In the fourth quarter of 2023, traditional PC shipments fell by 2% month-on-month and 3% year-on-year. This has been the eighth consecutive year. There was a year-on-year decrease in the first quarter.

JP Morgan Chase believes that the global PC market has released positive signals. Judging from year-on-year data, the decline has continued to narrow.

Broken down into brands, HP and Lenovo are the only PC manufacturers whose market share has continued to grow in the fourth quarter of 2023.

Apple’s market share was relatively flat, falling from 10.6% to 8.5%. For the full year, Apple's market share fell from 9.6% to 8.8%.

Changes in shipments and market share depend on Apple's asymmetric release cycle. Each year, products tend to become available at different points throughout the year, resulting in odd year-over-year spikes and declines in shipments. However, all this will average out to a stable market share.

Apple is expected to release a new Mac running M3 series processors in the first half of 2024. These models may include newer MacBook Air models, M3 Mac mini, and Mac Studio.

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