What is the development potential of the computer industry?

Main listed companies in PC computer industry: Apple (AAPL) and Samsung Electronics (005930. KS), ASUS (2357), Lenovo Group (00992.HK) and China Great Wall (000066).

The core data of this paper: PC shipment, PC manufacturer ranking, market share of manufacturers, and PC shipment forecast.

1, the development of personal computers

With the improvement of computer performance, the reduction of size and cost, the first personal computer Datapoint2200 finally appeared in 197 1. 198 1 year, IBM introduced Mileage Breaker 5 150, adopted Intel 8088 microprocessor and Microsoft MS-DOS operating system, and began to enter American schools and other educational institutions on a large scale. 1989 Compaq introduced the first portable laptops LTE and LTE286. In the early 1990s, PC personal computers, driven by a large number of giants such as IBM, Microsoft and Cisco, finally ushered in the explosive growth of the industry. Since then, PC has entered a period of rapid development. From around 1995, desktop computers entered ordinary families in Europe and America on a large scale, and notebook computers broke out around 2000, especially when PC computers entered the Asia-Pacific market. The rapid popularization of the Internet completely activated the PC market.

Since the rapid popularization of smart phones, the time people spend using PCs has been greatly shortened. If it is not necessary, many people will choose to complete their work and life through their smartphones. The main reason is that it is normal for smartphones to stand by for 24 hours, but it seems abnormal for PCs to stand by for 24 hours. However, PC computers also ushered in the market recovery in 2020 and 20021year, and telecommuting at home greatly expanded the demand for PC computers, which led to PC.

According to International Data Corporation (IDC), in 2020, due to the global epidemic, the demand for K 12 online education, home office, enterprise upgrade and so on made the global PC shipments increase by 13. 1% in 2020, and the global PC computers reached 300 million. According to IDC's prediction, with the "new normal" of the post-popular era, the mixed use scenario of new PCs will lead to

2. Lenovo's shipments ranked first, and Apple's shipments grew the fastest.

In terms of brands, Lenovo, Hewlett-Packard, Dell, Apple and Acer are the top five in terms of shipments. In 2020, Lenovo ranked first with a market share of 24.0%; Followed by HP, with a market share of 22.4%. Dell, Apple and Acer ranked third to fifth.

In addition to IDC, Gartner, another famous organization, also released the market share of global brand PC shipments in 2020. Although slightly different from IDC, the ranking of inter-brand market share is consistent with IDC. This is because the data published by Gartner and IDC are estimated values, not the actual sales situation of manufacturers. In the data released by Gartner, Lenovo's share reached 24.9%, ranking first; HP's share is 2 1.2%, ranking second; Dell ranked fourth with a share of 16.4%; Apple, Acer and Asus ranked fourth to sixth.

In 2020, affected by the epidemic, the demand increased, and all major PC giants in the world achieved substantial growth. But as can be seen from the data, the gap between manufacturers is also widening. Among them, Lenovo maintained a good growth momentum and further widened the gap with the second HP. In addition, Apple's substantial growth is also worthy of attention, after all, it will affect the trend of the entire industrial chain.

According to the data released by IDC, in 2020, Lenovo's PC shipments will increase by 12%, HP by 7.5%, Dell by 8. 1%, and Apple and Acer by more than 20%, 29. 1% and 22.9% respectively. Apple is also the world's number one PC brand, with a year-on-year increase.

3.202 1 year, global PC shipments keep rising, but the growth rate will decrease or slow down in the next three years.

According to the latest IDC survey data, PC shipments in 20021year will continue the growth momentum in 2020, and it is more promising to reach the growth rate of 18.2%, which is about 350 million units. However, from the specific PC shipment forecast chart, it can be found that the growth rate in 2022 may drop significantly below zero. From 20 19 to 20021year, the shipments of PC computers will increase for three consecutive years, and the epidemic consumes a lot of potential purchasing power. Therefore, it is expected that PC shipments will slow down in 2022 and the next three years. Therefore, the problems faced by upstream chip manufacturers and OEMs can only be effectively solved through innovation and segmentation of consumer groups.

The above data refer to the Analysis Report on Market Demand Prospect and Investment Planning of China Computer Network Equipment Manufacturing Industry by Forward-looking Industry Research Institute.