Canalys predicts a 7% drop in sales of PCS and tablets this year

A new report by Canalys predicts that the global shipment of PCS will decline by 7% in 2020 due to the pandemic of COVID-19 and the “global recession” is associated. Although the report states that “the worst is behind us“, we are still waiting for a drop in Q2, Q3 and Q4.

As we can see in the chart below, shipments of PCS declined by about 9% during the first quarter of this year, and Canalys expects a slight increase in the second and third quarter, but it is expected that shipments will decline year-on-year. With regard to the fourth quarter of 2020, Canalys foresees a collapse because of the demand compared to the fourth quarter of 2019.

Although the PC market has been disrupted by the impact of COVID-19, the worst is behind us because it is expected that Q2, Q3 and Q4 will register a drop in shipments year-on-year, lower than Q1. This is mainly due to the return of a healthy supply chain and manufacturing base in China, which will serve a pent-up demand in segments such as smart working and distance education.

It is interesting to note that, in particular for Apple, Canalys says that the iPad could be affected by the reduction of the discretionary spending in North America:

If the economy does not show significant signs of recovery by the fourth quarter, Canalys expects that consumers will turn away from discretionary spending on devices that are not essential, such as the Apple iPad, at the end of the year. We expect that the economic recovery in the United States will be delayed until 2022, when the market is expected to grow by 4% on an annual basis.

The data of Canalys related to the PC industry follow the data of Gartner of yesterday, according to which shipments of the iPhone declined by 8.2% in the first quarter of 2020 due to the slowdown in the sector caused by COVID-19.