July 2018 - the State of the PC market
So here we are a little past Mid year in 2018 - so here's a quick check in on the PC Market. According to IDC - the industry saw the first sales increase in over 6 years of 2.7% to 62.2M units sold worldwide vs 60.6M in 2017. The top five OEMs (HP, Lenovo, Dell, Apple and Asus) control over 77% of that market as the "Others" category continues to consolidate - showing an 11.4% drop in sales. MS does not report Surface sale unit numbers - but based on their $1.094B revenue number and an estimated average selling price of $1000 - you can guestimate unit sales around 1.1M or around 1.7% market share. Surface is weird as well since depending on the model may be considered a tablet or a PC and therefore counted differently. Total PC sales for H1 of 2018 are around 122- 123M units - so really about the same as last year. So unless there are some earth shattering new releases that drive significant demand or some major upgrade cycles - 2018 should come in...