Global PC shipments falling back to normal

Stefan Mileschin · 20th August 2021, 05:30

“Recovering from COVID”

Global PC shipments are starting to fall back to normal and there might be signs that chip shortages might be coming to an end, according to research outfit IDC.

An executive at the memory chip maker Micron Technology said last week at an investor conference that demand for consumer PCs is slowing and that some of its customers have more chips lying around.

A day later, Morgan Stanley downgraded several chip stocks in a note titled "Winter is Coming". The analysts said PC inventory is rising and that the smartphone market is likely to experience similar deterioration.

Global PC shipments grew by 13 percent in the second quarter, according to research firm IDC. That was below Evercore ISI's expectation of 18 percent and a big deceleration from the 55 percent rise in the first quarter.

Some chip analysts have said reports of weakness are primarily seasonal and that sales will pick up through next year. Shortages also vary by part. There are plenty of laptops out there now but nothing for new cars, GPUs or video game consoles.

https://fudzilla.com/news/53401-glob...back-to-normal

20th August 2021, 05:30	#1
Stefan Mileschin [M] Reviewer Join Date: May 2010 Location: Romania Posts: 148,802	Global PC shipments falling back to normal “Recovering from COVID” Global PC shipments are starting to fall back to normal and there might be signs that chip shortages might be coming to an end, according to research outfit IDC. An executive at the memory chip maker Micron Technology said last week at an investor conference that demand for consumer PCs is slowing and that some of its customers have more chips lying around. A day later, Morgan Stanley downgraded several chip stocks in a note titled "Winter is Coming". The analysts said PC inventory is rising and that the smartphone market is likely to experience similar deterioration. Global PC shipments grew by 13 percent in the second quarter, according to research firm IDC. That was below Evercore ISI's expectation of 18 percent and a big deceleration from the 55 percent rise in the first quarter. Some chip analysts have said reports of weakness are primarily seasonal and that sales will pick up through next year. Shortages also vary by part. There are plenty of laptops out there now but nothing for new cars, GPUs or video game consoles. https://fudzilla.com/news/53401-glob...back-to-normal

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