IDC's 2Q shipments are reduced by 15% year -on -year.

The red light has been turned on in the global PC market, which has maintained record growth for two years. Logistics shortages triggered by the blockade of China, decreased production, and economic downturn are the result of both production and demand.

IDC, a market research firm on November 11, said, The company's finished PC shipments have decreased by 15% year-on-year.

In the first half of this year, shipments were 15.8 million units, down 11.3% from the previous year (169 million units), out of the previous year's expectations of IDC in June. Some global manufacturers lowered more than 15% of PC production in the third quarter of this year.

■ IDC Reduction of production due to concerns over China's blockade and economic downturn

According to the IDC tentative agreement, the company's finished PC shipments in the second quarter of this year decreased by 15% compared to the second quarter of last year (84.2 million units). This is the lowest in 9Q after the second quarter of 2020 (7,387,900 units).

IDC explained, This decrease was bigger than expected. The biggest cause is that China's blockade was hit by logistics and supply chains and worsening macroeconomic prospects.

Earlier this month, IDC's expeditated PC shipments were 322 million units, down 8.2% from the previous year (348.8 million units). However, shipments in the first half of this year were 151 million units, down 11.3% from the previous year (160 million units), out of the expectation of IDC.

■ Reduce demand for general consumer PCs, longer if you look longer

The demand for the economic recession continued, and demand for demand decreased in all sectors. In particular, the decline in demand for consumer sectors is short-term, but there is a risk of completely destroying it in the long run.

Consumers can reduce PC purchases as they get used to other devices such as smartphones and tablets. On the other hand, companies have decreased as they have delayed PC purchases, but they were greater than general consumer divisions.

The demand for commercial PCs is also decreasing, but the demand for Windows-based low-priced devices remains and it is still not satisfied, he said.

■ Some global manufacturers reduce 15% year-on-year

IDC said, The recent decrease in shipments and demand, but PC shipments are comparable to February 2020, the early days of the Corona 19th. It's higher than the big.

However, domestic and foreign PC manufacturers have already significantly revised their 3Q production plans.

An official of the global PC manufacturer who asked for anonymity said, The quantity is continuously decreasing every time you plan. An official of the company, which mainly produces laptops, explained, The third quarter of this year's production will be reduced by more than 15% compared to the previous year.

In the past four years, PC shipments have been shipped in the third quarter than in the second quarter. This is because major PC manufacturers have increased production in anticipation of the demand for PC purchases ahead of the new semester. However, PC shipments in the third quarter of this year are inevitably reduced compared to the last two years.

■ B2B or manufacturers who depend on government demand will be bigger

An official mentioned above explained, The shipments and sales volume of markets, which are operating around B2B, especially in Japan, such as Japan, will be reduced.

The price of the existing product cannot be raised, but the products that will be released in the future should be raised considering the exchange hand, but the budget for companies or institutions is already determined and increasing. It will naturally decrease.

There is already a cold wind in the domestic procurement market in the second half of this year. According to domestic PC manufacturers, major government agencies have been executed in the second half of this year, and there are only a few procurement projects in the second half of this year.