根据市场调查机构 Counterpoint Research 公布的最新报告，2023 年第 4 季度全球 PC 市场出货量同比下降 0.2%，已经连续 8 个季度出现同比下降，表明圣诞购物季未能引发有意义的出货量复苏。不过该机构表示目前全球 PC 市场跌幅不断收窄，预估 2024 年上半年原始设备制造商（OEM）和原始设计制造商（ODM）出货量将恢复增长势头。
在品牌方面，联想和惠普得益于北美市场的复苏和温暖的补货势头，在 2023 年第 4 季度出货量均实现个位数的同比增长。戴尔由于商业领域的放缓，出货量同比下降了 9%，而苹果在该季度依然保持了 2% 的出货量同比增长。2023 年全年，联想和惠普分别以 24% 和 21% 的市场份额继续领跑市场，其中惠普的出货量同比下降 5%，相对较其它友商更有韧性。戴尔的市场份额为 16%，但由于商业需求疲软，出货量下降了 20%。苹果公司 2023 年的出货量也下降了 14%，但市场份额仍保持在 9% 左右。
此外，该机构认为 AI PC 将在 2024 年成为焦点。2023 年第四季度，PC 厂商也继续发布不同细分市场的新 AI PC 产品。CES 之后，厂商将推出更多的 AI PC 产品，不过我们预计主要的更新换代周期将在 2024年下半年出现。该机构预估 2025 年人工智能笔记本电脑的销售份额将达到 50%，除了主要的 CPU 和 GPU 外，PC中还将至少配备一个 NPU或人工智能加速器（人工智能引擎）。
英语如下：
Title: Global PC Market Continues to Decline for 8 Consecutive Quarters, Lenovo Leads Growth, AI PC Wave is Approaching
Keywords: 1. Global PC market decline
Content: According to the latest report released by Counterpoint Research, the global PC market shipment volume in the fourth quarter of 2023 fell by 0.2% year-on-year, marking the eighth consecutive quarter of declining shipment volume. This indicates that the Christmas shopping season failed to trigger a meaningful recovery in shipment volume. However, the agency said that the current decline in the global PC market is gradually narrowing, and it estimates that OEM and ODM shipments will resume growth momentum in the first half of 2024.
In terms of brands, Lenovo and Hewlett-Packard have benefited from the recovery and warm restocking momentum in North America, achieving single-digit year-on-year growth in shipment volume in the fourth quarter of 2023. Dell’s shipments fell by 9% due to slowdowns in the business sector, while Apple continued to maintain a 2% year-on-year growth in shipment volume in the same quarter. In 2023, Lenovo and Hewlett-Packard continued to lead the market with market shares of 24% and 21%, respectively, with Hewlett-Packard’s shipments falling by 5% compared to other competitors, showing greater resilience. Dell’s market share was 16%, but due to weak business demand, its shipments fell by 20%. Apple’s shipments also declined by 14% in 2023, but its market share remained at around 9%.
Furthermore, the agency believes that AI PCs will be a focus in 2024. In the fourth quarter of 2023, PC manufacturers continued to release new AI PC products in different market segments. After CES, manufacturers will launch more AI PC products, but we expect the main replacement cycle to occur in the second half of 2024. The agency estimates that sales of AI notebook computers will reach 50% in 2025. In addition to the main CPU and GPU, PCs will also feature at least one NPU or AI accelerator (AI engine).
【来源】https://www.ithome.com/0/746/079.htm
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