近日，摩根大通（J.P. Morgan）基于市场调查机构IDC的数据发布投资备忘录，指出尽管2023年第4季度全球PC市场出现了环比下降，但从同比数据来看，市场释放出积极信号。据统计，2023年第4季度传统PC出货量环比下降了2%，同比下降了3%，虽然连续8个季度出现同比下降，但同比跌幅已经不断收窄。
在市场份额方面，惠普和联想是2023年第4季度市场份额连续增长的唯二PC制造商。苹果公司的市场份额相对持平，从10.6%下降到8.5%，全年市场份额从9.6%下降到8.8%。值得一提的是，苹果公司预计将于2024年上半年发布运行M3系列处理器的新款Mac，包括更新的MacBook Air机型、M3 Mac mini和Mac Studio。
尽管PC市场整体仍面临一定的挑战，但摩根大通认为全球PC市场已经释放出积极信号，未来市场表现值得期待。
Title: Global PC market shows signs of recovery
Keywords: PC market, narrowing year-on-year decline, market share
News content:
Recently, J.P. Morgan released an investment memo based on IDC’s data, indicating that although the global PC market experienced a sequential decline in the fourth quarter of 2023, the year-on-year decline has narrowed, signaling a positive trend in the market. According to the statistics, the traditional PC shipment volume decreased by 2% sequentially and 3% year-on-year in the fourth quarter of 2023, marking an 8-quarter consecutive decline. However, the year-on-year decline has been continuously narrowing.
In terms of market share, HP and Lenovo are the only two PC manufacturers to achieve continuous growth in market share in the fourth quarter of 2023. Apple’s market share remained relatively stable, declining from 10.6% to 8.5% sequentially and 9.6% to 8.8% annually. It is worth mentioning that Apple is expected to launch new Mac models equipped with M3 series processors in the first half of 2024, including updated MacBook Air models, M3 Mac mini, and Mac Studio.
Although the overall PC market still faces challenges, J.P. Morgan believes that the global PC market has shown positive signs and its performance in the future is worth looking forward to.
【来源】https://www.ithome.com/0/744/509.htm
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