The research company Canalys has released its quarterly estimates for global PC shipments for the first quarter. Despite an increase in demand, "serious delays in production and logistical problems" meant a 8 percent drop in deliveries compared to the previous year. Both the demand and the delays are related to the coronavirus pandemic. While many people work remotely and students have distance learning due to home stay policies, supply chain disruptions, particularly in China, have delayed computer shipping.
According to Canalys, suppliers delivered 53.7 million units in the first quarter of 2020. The new data assume that Lenovo led the PC market with 12.8 million units shipped in the first quarter. This corresponds to a decrease of 4.4 percent compared to the previous year. HP shipped 11.7 million units, 13.8 percent less than the first quarter of last year, and Dell shipped 10.5 million units, a slight increase of 1.1 percent over the same period last year. Canalys estimates that Apple's sales decreased 21 percent year-over-year to 3.2 million units.
Canalys analyst Ishan Dutt said, while production restrictions in China may have eased somewhat, the surge in PC demand is unlikely to continue in the second quarter or the rest of the year. "Few companies will spend technology on their offices, while many homes will be freshly outfitted," Dutt said in a press release.
The Canalys report estimates that growth in other home technologies – such as monitors and webcams – continued to grow in the first quarter. The NPD Group saw webcam sales up 179 percent in the first three weeks of March, causing popular models to sell out at large retailers.