PC shipments surge as the world gets serious about working from home

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PC shipments surge as the world gets serious about working from home

PC shipments surge as the world gets serious about working from home

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The pandemic has created a demand for PCs and laptops

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Photo by Amelia Holowaty Krales / The Verge

The ongoing coronavirus pandemic has made it more difficult to buy a new laptop recently, and we’re now starting to see how PC shipments have been affected. While PC shipments declined sharply during the impact to manufacturing in Q1, both IDC and Gartner report that shipments have now grown in Q2 despite an economic slowdown.

Remote working and schooling is undoubtedly fueling an increase in demand for PCs. Businesses and students have had to adapt to working and learning remotely, and demand for laptops has increased as a result. IDC says PC shipments have increased 11.2 percent year-over year, while Gartner places it at a more modest 2.8 percent.

Gartner does not include Chromebooks in its PC shipments, but IDC includes them in its numbers. It’s clear Chromebooks are helping drive overall PC demand. IDC even highlights an “intense Chromebook demand from both consumers and institutions” in Canada, and “record demand from stay-at-home orders” for PCs in general in the US.


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PC shipment numbers don’t reflect actual sales, though. These are simply shipments to retailers like Best Buy who then sell the laptops to consumers. Sales will likely be higher, as consumers buy up existing inventory. We’ve seen long delivery times and stock issues for laptops at some retailers in the US, and NPD reported a mid-40 percent year-over-year increase in unit sales of Windows laptops and Chromebooks in May.

Microsoft also reported an increase in demand for PCs during its latest earnings back in April, and a big overall jump in Windows usage. “The PC is back” joked Jared Spataro, head of Microsoft 365, in an interview with The Verge at the beginning of the pandemic. “People are recognizing… trying to use an iPad to work from home is not gonna work. That PC form factor is huge and you can see that data in everything from supply chain and what’s happening with devices.”

Microsoft is also adjusting its Windows 10X plans thanks to the pandemic. The 10X operating system variant will now be arriving on traditional single-screen laptop devices first. Microsoft had originally planned to introduce Windows 10X on dual-screen devices, but the pandemic shifted the company’s priorities.


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蘋果將於明晚(7)舉辦「Let Loose」特別活動,預計發布全新 iPad 陣容,對此《彭博社》提早一步爆料發表會全長有 35 分鐘,將使 iPad 有能力成為傳統
公司收購筆電的替代品。

《彭博社》記者 Mark Gurman 報導指出,過往 Mac、iPad 的界線明確,然而從明天的發表會開始,蘋果或將正式定調 iPad 足以作為 Mac 電腦的替代品,現在已經沒有理由因為擔心拖累 Mac 銷量,而刻意放緩 iPad 更新步調,兩者將會一樣強大。喜歡觸控、平板電腦操作模式的消費者可以選擇 iPad,若追求傳統電腦操作,則是購買 Mac。

過去幾年,蘋果已經透過 iPadOS 的「幕前調度」功能,以及搭載 M1 系列晶片,使 iPad 逐漸往 Mac 電腦靠攏。《彭博社》認為蘋果在明天進一步拉近距離。首先是提供 iPad 更多尺寸的選擇,如同 MacBook Air、MacBook Pro 均有兩種螢幕大小,而 iPad Air 將首度迎來 11、12.9 吋兩種版本。

蘋果也有望重整 iPad 陣容,讓高階、中階設備區隔更加明確。像是明天即將登場的 iPad Pro,傳出首搭全新的 M4 晶片,全力強化 AI 效能,至於 iPad Air 則會維持在 M2 晶片,使消費者依據需求選擇不同機型。

為了進一步追上
公司收購筆電的生產力,蘋果還將與 iPad Pro 同場帶來全新的巧控鍵盤,採用鋁製金屬製作,帶有類似
公司收購筆電的外觀設計。

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