全球个人电脑市场前景及投资研究报告-培训课件外文版2024.6联想lenovo

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01OverviewGlobalspendingondevices(PCs,tablets,mobilephones,andprinters)from2012to2024(inbillionU.S.dollars)ITdevicestotalspendingworldwide2012-2024900808.58800732.29717.05712712697699.7967667770060050040030020010006656496466302012201320142015201620172018201920202021202220232024*3Description:In2023,spendingondevicesamountedtonearly700billionU.S.dollarsglobally,adecreaseofaround2.4percentfromthepreviousyear.GlobalITspendingisexpectedtoreachapproximatelyfivetrillionU.S.dollarsin2024,increasingbyabout6.8percentcomparedto2023.Around732billionU.S.dollarswillbespentondevices.ReadmoreNote(s):Worldwide;2012to2024;IncludesPCs,ultramobiles,mobilephones,tabletsandprinters;*ForecastReadmoreSource(s):GartnerRevenueofthePCsmarketworldwidefrom2019to2028(inbillionU.S.dollars)RevenueofthePCsindustryworldwide2019-2028300250247.08239.41231.88229.98224.87225.58220.43220.51219.25203.4320015010050020192020202120222023202420252026202720284Description:Theglobalrevenueinthe'PCs'segmentofthedevicesmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal26.6billionU.S.dollars(+12.06percent).Afterthefourthconsecutiveincreasingyear,theindicatorisestimatedtoreach247.08billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):RevenuegrowthofthePCsmarketworldwidefrom2019to2028RevenuegrowthofPCsworldwide2019-202812%10.54%10%8%6%3.25%3.21%4%2.89%2.8%2.27%2%1.16%0.04%2023-0.57%20240%-2%-4%-6%-4.15%202220192020202120252026202720285Description:Theglobalrevenuechangeinthe'PCs'segmentofthedevicesmarketwasforecasttoincreasebetween2023and2028byintotal3.2percentagepoints.Thisoverallincreasedoesnothappencontinuously,notablynotin2026and2028.Theindicatorisestimatedtoamountto3.21percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):TechnologyMarketInsightsPersonalcomputer(PC)shipmentsworldwidefrom2006to2023(inmillionunits)GlobalPCunitshipments2006-2023400365.36350.9351.06341.73350316.46313.68308.34309.08290.8287.6830025020015010050284.05272.45269.72262.68262.55259.76241.89239.2102006200720082009201020112012201320142015201620172018201920202021202220236Description:In2023,approximately241.89millionPCswereshippedaroundtheworld,adeclineof14.8percent,withtheeconomicuncertaintyobservedaroundtheworldcitedacontributingfactortowardthisfall.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPCmarketshipmentgrowthworldwidefrom2015to2023PCmarketshipmentgrowthworldwide2015-2023100%80%60%40%20%0%-20%-40%2015201620172018201920202021202220237Description:In2023,PCshipmentsworldwidefellby14.8percent,witheconomictroublesandaPCmarketundergoingasignificantadjustmentperiodcitedkeyfactorsleadingtothisfall.However,inthefourthquarterof2023,PCshipmentsgrewby0.3percentascomparedtothesamequarterofthepreviousyear,thefirstincreaseinquarterlyshipmentsaftereightstraightquartersofdecline.ReadmoreNote(s):Worldwide;2015to2023Source(s):GartnerPersonalcomputer(PC)unitshipmentsworldwidefrom2009to2023,byquarter(inmillionunits)GlobalPCunitshipments2009-2023,byquarter120100806040200Q1

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'238Description:Inthefourthquarterof2023,approximately63.37millionPCswereshippedglobally.Comparedtothefourthquarterofthepreviousyear,thisquartersawa0.3percentyear-over-yeardecline,asignofthePCmarketinrecoveryfollowingsuccessivedisappointingquarters.ReadmoreNote(s):Worldwide;2009to2023Source(s):Gartner;Gizchina;HardwareZone;MacR;VentureBeatNumberofcomputerhouseholdsworldwidefrom2014to2029(inmillions)Numberofcomputerhouseholdsworldwide2014-20291,2001,000800600400200020142015201620172018201920202021202220232024202520262027202820299Description:Theglobalnumberofhouseholdswithacomputerinwasforecasttocontinuouslyincreasebetween2024and2029byintotal84.9millionhouseholds(+8.31percent).Afterthefifteenthconsecutiveincreasingyear,thecomputerhouseholdsisestimatedtoreach1.1billionhouseholdsandthereforeanewpeakin2029.Notably,thenumberofhouseholdswithacomputerofwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2014to2029;allvaluesareestimatesSource(s):Penetrationrateofcomputerhouseholdsworldwidefrom2014to2029Penetrationrateofcomputerhouseholdsworldwide2014-20296052.8452.4652.0351.6151.1550.6150.0149.448.615040302010047.7346.6146.1246.2345.3844.3143.83201420152016201720182019202020212022202320242025202620272028202910Description:Theglobalhouseholdcomputerpenetrationinwasforecasttocontinuouslyincreasebetween2024and2029byintotal2.2percentagepoints.Afterthefifteenthconsecutiveincreasingyear,thecomputerpenetrationrateisestimatedtoreach52.84percentandthereforeanewpeakin2029.Notably,thehouseholdcomputerpenetrationofwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2014to2029;allvaluesareestimatesSource(s):CHAPTER

02SegmentsPersonalcomputingdevicesshipmentsworldwidefrom2024to2028(inmillionunits)Personalcomputingdevicesshipmentsworldwide2024-2028DesktopDetachabletabletDTanddatacenterworkstationMobileworksationNotebookSlatetablet4504003503002502001501005002024202520262027202812/statistics/272595/global-shipments-forecast-for-tablets-laptops-and-desktop-pcsIn2024,notebookPCunitshipmentsareexpectedtoamountto186.68million,whiledetachabletabletshipmentsaresettoreach74.02million.Intotal,personalcomputingdeviceshipmentsgloballyareforecasttoreachover398millionin2024.

ReadmoreNote(s):Worldwide;2024Source(s):IDCNotebookPCshipmentsworldwidefrom2024to2028(inmillionunits)NotebookPCshipmentsworldwide2024-2028250209.28210.53204.99198.5420015010050186.6802024202520262027202813Description:In2024,around186.68millionnotebookPCareexpectedtobeshippedworldwide,withforecastssuggestingthatthisissettoriseto198.54millionunitsin2025.Beyondthis,globalnotebookPCshipmentsareexpectedtosurgeforwardtoclosertoover210millionunitsby2028.ReadmoreNote(s):Worldwide;2024Source(s):IDCChromebookshipmentsworldwidefrom2019to2022(inmillionunits)Chromebookshipmentsworldwide2019-20224036.9353025201510531.819.2170201920202021202214Description:In2022,itisforecastthatnearly20millionChromebookswereshippedglobally,adecreasecloseto50percentfromthe36.9millionunitsthatwereshippedin2021.

ReadmoreNote(s):Worldwide;2019to2022Source(s):IDC;TrendForceDesktopPCshipmentsworldwidefrom2024to2028(inmillionunits)DesktopPCshipmentsworldwide2024-20288073.4773.1972.7572.9971.377060504030201002024202520262027202815Description:In2024,desktopPCshipmentsworldwideareforecasttoamountto71.37millionunits.Lookingahead,desktopPCshipmentsareexpectedtoleapto73.47millionin2025,athreepercentincreaseoverthecourseoftheyear.

ReadmoreNote(s):Worldwide;2024Source(s):IDCForecastunitshipmentsoftabletsworldwidefrom2010to2028(inmillionunits)Globaltabletshipmentsprojection2010-2028250230.1219.920820015010050174.9171163.8161.61149.6145146.2

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20262027202816Description:Between2024and2028,tabletshipmentsareforecasttofluctuate.In2028,around136milliontabletsareexpectedtobeshipped,downfrom143.6millionunitsin2026.ReadmoreNote(s):Worldwide;2010to2022Source(s):IDCCHAPTER

03CompaniesPersonalcomputer(PC)vendorshipmentsworldwidefrom2006to2023(inmillionunits)PCvendorshipmentsworldwidefrom2006-2023LenovoHPInc.DellAppleAsusAcerOthersToshiba40035030025020015010050020062007200820092010201120122013201420152016201720182019202020212022202318Description:In2023,LenovowastheleadingPCvendorintheworldintermsofunitshipmentswith59.7millionPCsshipped.HPInc.rankedsecondwith52.9millionPCunitshipments,whileDellcameinatthirdon40.2millionshipments.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPersonalcomputer(PC)vendorshipmentshareworldwidefrom2006to2023PCvendorshipmentshareworldwide2006-2023LenovoHPInc.DellAppleAsusAcerOthers120%100%80%60%40%20%0%20062007200820092010201120122013201420152016201720182019202020212022202319Description:Theoverallmarketleaderintheglobalpersonalcomputermarketin2023wasLenovowithamarketshareof24.7percentwithHPInc.inatsecondwitha21.9percentshare.Intermsofunitshipments,Lenovorecorded59.7million,whileHPInc.hadaround52.9million.ReadmoreNote(s):Worldwide;2006to2023Source(s):GartnerPersonalcomputer(PC)vendorshipmentsworldwidefrom2009to2023,byquarter(inmillionunits)PCvendorshipmentsworldwide2009-2023,byquarterLenovoHPInc.DellAppleAsusAcerOthersToshiba120100806040200Q1

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'2320Description:Lenovoshipped16.21millionpersonalcomputersduringthefourthquarterof2023,surpassingHP's13.95millionshipmentsinthatsamequarterandretainingitspositionasmarketleader.Delloccupiesthethirdplaceonthelist,shippingnearly10millionPCs.Thereisagrowingtrendofconsolidation,withHP,Lenovo,andDelltakingupanincreasingPCmarketshare.ReadmoreNote(s):Worldwide;2009to2023Source(s):Gartner;Gizchina;HardwareZone;MacR;VentureBeatPersonalcomputer(PC)vendorshipmentshareworldwidefrom2011to2023,byquarterPCvendorshipmentshareworldwide2011-2023,byquarterLenovoHPInc.DellAppleAsusAcerOthers100%90%80%70%60%50%40%30%20%10%0%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4'11'11'11'11'12'12'12'12'13'13'13'13'14'14'14'14'15'15'15'15'16'16'16'16'17'17'17'17'18'18'18'18'19'19'19'19'20'20'20'20'21'21'21'21'22'22'22'22'23'23'23'2321Description:Inthefourthquarterof2023,Lenovo'smarketshareofglobalPCshipmentsstoodat25.6percent,whilstHPInc.tooka22percentshareofthemarket.

ReadmoreNote(s):Worldwide;2011to2023Source(s):Gartner;Gizchina;HardwareZone;MacR;VentureBeatChromebookvendorshipmentsworldwidefrom2019to2023,byquarter(inmillions)Chromebookvendorshipmentsworldwide2019-2023,byquarterAcerHPDellLenovoAsusOthersSamsung16.014.012.010.08.06.04.02.00.0Q3'19Q4'19Q1'20Q3'20Q4'20Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q2'23Q3'2322Description:Inthethirdquarterof2023,AcerwastheleadingChromebookvendorworldwide,shippingcloseto900,000units.ItwasfollowedbyHPandDell,withbothcompany'sshippingaround670,000Chromebooksinthethirdquarterof2023.

ReadmoreNote(s):Worldwide;Q32019toQ32023Source(s):CanalysChromebookvendorshipmentshareworldwidefrom2019to2023,byquarterChromebookvendorshipmentshareworldwide2019-2023,byquarterAcerDellHPLenovoAsusOthersSamsung100%90%80%70%60%50%40%30%20%10%0%Q32019

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Q3202323Description:Inthethirdquarterof2023,AcerwastheleadingChromebookvendorworldwideintermsofshipments,accountingfora25.3percentshareofthemarket.OthernotableChromebookvendorsincludethelikesofDell,HP,andLenovo.

ReadmoreNote(s):Worldwide;Q32019toQ32023Source(s):CanalysTabletvendorshipmentsworldwidefrom2011to2023,byquarter(inmillions)Tabletvendorshipmentsworldwide2012-2023,byquarterAppleSamsungLenovoAmazonHuaweiAsusLGElectronicsBarnes&NobleRCAAcerGroupXiaomiOthers908070605040302010024Description:Inthefourthquarterof2023,AppleiPadshipmentsamountedto14.9millionunits,anincreasefromthepreviousquarter.Applehasconsistentlyshippedthemosttablets,althoughmorerecentlyothercompanieshavebeensteadilyandsignificantlyincreasingtheirshipmentnumbers.ReadmoreNote(s):Worldwide;2011to2023Source(s):IDC;IHS;iSuppliTabletshipmentsmarketsharebyvendorworldwidefrom2ndquarter2011to4thquarter2023Globalmarketshareheldbytabletvendors2011-2023AppleMicrosoft*AsusSamsungHP*LGElectronicsHuaweiBarnes&Noble*Acer*Amazon*Pandigital*XiaomiLenovo*RCAOthers100%90%80%70%60%50%40%30%20%10%0%25/statistics/276635/market-share-held-by-tablet-vendorsBasedonglobalshipments,Applewastheleadingmediatabletvendorbetween2011and2023.Asofthefourthquarterof2023,theAppleiPadhelda40.6percentshareoftheglobaltabletmarket,upfrom37.5percentinthepreviousquarter.

ReadmoreNote(s):Worldwide;2011to2023Source(s):IDCCHAPTER

04Specialfocus:PCprocessorsDistributionofIntelandAMDx86laptopcentralprocessingunits(CPUs)worldwidefrom2012to2024,byquarterShareofIntelandAMDx86laptopCPUsworldwide2012-2024,byquarterIntelAMD100%90%80%70%60%50%40%30%20%10%0%Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2Q3Q4Q1Q2'12'12'12'12'13'13'13'13'14'14'14'14'15'15'15'15'16'16'16'16'17'17'17'17'18'18'18'18'19'19'19'19'20'20'20'20'21'21'21'21'22'22'22'22'23'23'23'23'24'2427Description:Intelprocessorsmadeup75percentoflaptopcentralprocessingunits(CPUs)testbenchmarkresultsinthesecondquarterof2024,upfromthehighershareseeninpreviousquartersbutlowercomparedtothelastquarter.AMDprocessorsaccountedfor19percentoflaptopCPUsdetectedviathetests.WhenlookingmorebroadlyatallcomputersCPUs,Intel’sshareisslightlylower,accountingfor64percentofcomputerCPUtestbenchmarkresultsinthesecondquarterof2024.

ReadmoreNote(s):Worldwide;2012to2024Source(s):PassMark(CPUBenchmark)RankingofleadingsinglethreadlaptopCPUPassMarkperformancescoresasofFebruary2024RankingofsinglethreadlaptopCPUPassMarkperformancescoresworldwide2024PassMarkscore1,500

2,00005001,0002,5003,0003,5004,0004,5005,0004,7934,7884,7814,7714,7225,500AppleM3Max16CoreAppleM3Pro12CoreAppleM38CoreAppleM3Max14CoreAppleM3Pro11CoreIntelCorei9-14900HX4,4074,320IntelCorei9-13980HXAMDRyzen97945HX3DIntelCorei9-13900HX4,1704,1694,149AppleM2Max12Core3680MHz(75%)28Description:AsofFebruary2024,theAppleM3Max16CoreachievedthebestPassMarkperformancescoreamongsinglethreadlaptopCPUswithascoreof4,793

ReadmoreNote(s):Worldwide;November2024Source(s):PassMarkIntelvs.AMDprocessorshareamongSteamusersfrom2017to2024,bymonthIntelvs.AMDprocessorshareamongSteamusersfrom2017-2024,bymonthIntelAMD120%100%11.15%88.86%16.22%83.74%17.9%19.86%80.11%19.46%80.54%.89%.07%25.74%74.26%27.99%

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70.8%29Description:WhenlookingatthedistributionofPCprocessorsrunningtheSteamplatform,asofMarch2024,68.74percentofSteamusersreportedusinganIntelprocessor,while31.22percentstatedthatanAMDprocessorwasbeingused.

ReadmoreNote(s):Worldwide;February2017toMarch2024Source(s):SteamRankingofleadingsinglethreadgaminglaptopCPUPassMarkperformancescoresasofFebruary2024RankingofsinglethreadgaminglaptopCPUPassMarkperformancescores2024PassMarkscore01,0002,0003,0004,0005,0006,0007,0008,0009,00010,000AMDRyzen97900X3DAMDRyzen77800X3DDesktopIntelCorei9-13900KSAMDRyzen97950X3DIntelCorei9-14900K9,2689,0758,5718,4178,1848,0657,8847,7967,5557,538IntelCorei9-14900KFAMDRyzen55600X3DIntelCorei9-13900KIntelCorei7-14700KIntelCorei5-14600K30Description:AsofFebruary2024,theAMDRyzen97900X3DachievedthebestPassMarkperformancescoreamongsingle