The ranking of the top-ranked manufacturers remained stable, with Lenovo continued to lead the PC market with a shipment of 12.8 million units. HP ranked second with 11.7 million units, followed by Dell with 10.5 million units.
Since Apple no longer its Mac sales data, we will never know how many Macs were sold in Q1 2020, but estimates from Canalys suggest that Apple’s Mac shipments in the first quarter of 2020 were about 3.2 million units. Similarly, IDC proposed that Apple sold 3.1 million Macs in the frame, results a 21% year-on-year decline.
It is worth noting that this year-on-year decline was greater than any of the other five PC manufacturers, including Lenovo, HP, Dell, and Acer. IDC went on to explain that this was one of the "largest drops in recent memory" for the company, with Mac production being "one of the hardest hit by the shutdown of factories."
Despite the decline in shipments, in the first quarter of 2020, driven by the demand for remote work and learning caused by strict stay-at-home order around the world due to the COVID-19 pandemic, demand surged in the first quarter of 2020. Canalys predicts that operating margins will reach historical highs in the coming weeks.
The bottom line, according to IDC, is that "there will be longstanding positive consequences once the dust settles." "Businesses that once primarily kept their users on campus will have to invest in remote infrastructure, at the very least, for continuity purposes. Consumers stuck at home have had to come to terms with how important it is to keep tech up to date. This should provide a steady, long-range tailwind for PC and monitor markets, among other categories," said Linn Huang, one of the research executives at IDC.
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