Going forward, leading vendors will have an opportunity to further consolidate the market and squeeze smaller vendors’ market share, if the Intel supply is not able to satisfy the spike in orders.” However, the Intel CPU shortage provided leading PC vendors an advantage over smaller rivals drove HP and Lenovo to their best Q3 performance to-date. “Intel remains a key bottleneck, with pressure on its 14nm CPU supply not likely to see improvement until Q1 2020. However, there is a limit to how quickly leading vendors can ramp production,” said Rushabh Doshi, Research Director of Canalys’ Mobility services, in a statement. This impact will not last forever, but in the short term it has benefitted the PC supply chain, which saw a positive performance that is likely to extend into Q4. As a result, leading PC vendors are pumping up production orders, and channel partners are building inventory ahead of the 15 December deadline. In the US, for example, another round of tariffs is scheduled to take effect on US$37 billion worth of Chinese made notebooks and tablets. In volatile regions, PC vendors and channels were forced to take precautionary measures to hedge against future disruption. Multiple factors continued to contribute to demand in PC sales, including upgrades to Windows 10, and seasonal inventory stocking for the holidays, but the market was given further impetus by macroeconomic conditions. Canalys however warns that this is a short-term boost, effects of which could wear off as early as Q1 2020. Apple and Acer rounded the top five, taking fourth and fifth places respectively, also growing shipments albeit by 1.5% and 0.8%. Third-placed Dell also grew in line with the market at 5.2% and shipped 12.1 million PCs this quarter. Lenovo shipped a total of 17.3 million units while HP shipped 16.7 million units. Lenovo and HP placed first and second, with impressive performances particularly in Japan and the United States. The global PC market, inclusive of desktops, notebooks and workstations, grew 4.7% in Q3 2019 to 70.9 million units, the best growth performance for the segment since Q1 2012, when shipments grew 5.4%.
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