Reported 8 months ago
Benefiting from the recovery of commercial PC demand, the first quarter of 2024 saw Taiwan's PC market shipments performing better than expected, with a total of 489,000 units according to IDC. Although there was a 2.9% year-on-year decrease, commercial PCs ended a five-quarter decline and began to grow annually by 2.1%, with commercial laptops showing growth for two consecutive quarters. IDC predicts a further 3.3% year-on-year decrease in PC shipments in the first half of 2024, but with the introduction of AI PCs in the second half, the market is expected to grow by 1.2% compared to the same period last year. Nevertheless, IDC expects a slight decline of 2.8% in desktop shipments and a growth of 0.8% in laptops for the entire year, lower than the earlier forecast of 1.9% growth, with an overall decrease of 1% year-on-year. Looking ahead, the increasing development of AI applications towards personal devices and the discontinuation of Windows 10 support by Microsoft in 2025, along with the accelerated adoption of AI applications, are expected to stimulate a replacement cycle in the market.
Source: YAHOO