Значительно снизились мировые поставки компьютеров Apple

По данным двух различных аналитических агентств, поставки компьютеров Apple в третьем квартале значительно снизились по сравнению с предыдущим годом. Причем гораздо сильнее, чем у конкурирующих производителей ПК.

По оценкам IDC, мировые поставки Маков упали на 23,1% по сравнению с прошлым годом, а по данным Gartner — на 24,2%, при общем падении рынка ПК примерно на 8%. Но ни то, ни другое не должно удивлять…

И IDC, и Gartner рисуют аналогичную картину для третьего квартала года: падение рынка в целом составило около 8% в годовом исчислении.

IDC: По предварительным данным в третьем квартале 2023 г. (3Q23) продолжилась нисходящая спираль поставок ПК: мировые объемы снизились на 7,6% в годовом исчислении, составив 68,2 млн. штук.

Gartner: По предварительным данным, мировые поставки ПК в третьем квартале 2023 года составили 64,3 млн. единиц, что на 9% меньше, чем в третьем квартале 2022 года.

HP стал единственным производителем в пятерке лидеров, продемонстрировавшим рост, хотя, по мнению экспертов, это связано с тем, что реселлеры начали делать повторные заказы после того, как были распроданы излишки имеющихся запасов.

Обе компании сходятся во мнении, что III квартал, скорее всего, был дном рынка, а в текущем квартале ожидается возобновление роста.

Если отбросить HP, то объемы поставок ПК снизились в диапазоне от 4,4% (Lenovo, оценка Gartner) до 14,3% (Dell, оценка IDC). Падение поставок компьютеров Apple составило 23,1% или 24,2%, что своего рода антирекорд рынка. Но для этого есть веские причины.

Огромный рост поставок Маков пришелся на период пандемии, когда работа из дома вызвала значительный рост спроса на технологические продукты премиум-класса, в том числе и на компьютеры Apple. Сочетание высокого спроса и проблем с поставками, связанных с вирусом COVID-19, привело к тому, что на компьютеры Mac образовался большой отложенный спрос, который был удовлетворен в прошлом году. Именно поэтому в этом году продажи компьютеров Маков трудно сравнивать с предыдущими годами.

Если не принимать во внимание тот большой скачок, то поставки Маков вернулись к уровню, который был до пандемии, а на падающем рынке общее снижение продаж — это нормально. Ну и не забываем, что в этом году из заметных новинок был только 15-дюймовый MacBook Air, которого оказалось недостаточно для поддержаня падающих продаж.

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