A shortage of semiconductors from the personal computer market, pandemic boom

According to a report published by a US research company Gartner, the number of world PC shipments (preliminary values) in the April -June period of 2021 was about 71.6 million units, and the growth rate from the same period of the previous year was 4..Only 6 %.PC demand has surpassed the level before the new Coronovirus.However, it slowed significantly compared to the January -March quarter.

From "Maximum growth in the past 20 years"

Gartner announced in April of this year, which was published in the FY2005, 2011, was about 69.9 million units, up 32 % from the same period of the previous year.This growth has been the largest since starting statistics in 2000.

In early last year, the operation of the supply chain (supply network) and the operating of retailers were suspended due to the influence of the new Corona, and it was significantly reduced.In the early this year, the demand due to the spread of home was increased due to the spread of home and the recoil of the previous year recorded a significant increase.

However, these pandemic PC booms are suppressed due to global semiconductor deficiency.According to Mikako Kitagawa, a Gartner survey director, the shortage of semiconductors and the delay of other parts that followed the laptop for corporate computers to up to 120 days.

In addition, parts prices are rising, which has led to the rise in the finished product.Mr. Kitagawa says that the demand for personal computers will decrease for about one year from the next six years due to the expensive selling price.

Approximately 20 % extra Apple

Looking at the number of shipments by manufacturer in the April -June quarter of 2005, the leading position is the Lenovo Group in China, 3 years from the same period of the previous year..A 6 % increase in 17,278,000 units.The second place is the US HP 11.3 % decreased, 14.31,000 units.The growth rate of Lenovo fell below the market as a whole.The HP struggled to procure laptop components for corporations, and the number of North America and EMEA (Europe, Middle East, and Africa) declined.

On the other hand, the third -place Der Technologies shipped 12,256,000 units, 14..Achieved 4 % increase and 2 digits increase.Despite the lack of parts due to the lack of parts, the desktop machine increased by more than 40 %.

Looking at the 4th place and beyond, the U.S. Apple is 19.7 % increased 6,086,000, Taiwan and Kogo (Acer) 8.3 % increased 4,375,000 units, and Taiwan's Hua Shuta Cyber (Ace's) 16 was the same..4267,000 units increased by 0 %.All three companies exceeded the growth rate of the entire market.Apple's growth is noticeable following the previous quarter.

According to Gartner, the fact that Apple, Acer, and Aisus were doing well is the stable supply of consumer computers.For consumers, more flexible system design is possible, and it is relatively easy to avoid problems due to parts.In this situation, Gartner points out that it is less likely to be restricted compared to corporate models.

US 3.7 % down, Japan 22.4 % decrease

21年4〜6月期の前年同期比増減率を地域別に見ると、米国が同3.7％減。主な要因は部品不足。法人向けノートパソコンが打撃を受けた。同国のノートパソコン出荷台数は同9.5％減で、4四半期ぶりに減少した。

EMEA（欧州・中東・アフリカ地域）は同1.9％減。同地域では20年に台数が大幅に伸びてピークに到達。21年4〜6月期は出荷や在庫、需要が調整期に入ったという。

アジア太平洋地域は16.5％増と好調だった。

ただし日本は同22.4 % decreaseと大幅減。日本政府が進める「GIGAスクール構想」によって、ほぼ全国の小中学生に1人1台のパソコンが配られ、計画の第1フェーズが21年1〜3月期に完了。同4〜6月期にその反動が出たという。日本では過去1年間、この取り組みがパソコン市場の成長エンジンだったとガートナーは分析する。

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