Supply chain
Global AIO PC shipments to rebound in 2Q20, says Digitimes Research
Betty Shyu, DIGITIMES Research, Taipei

Worldwide all-in-one (AIO) PC shipments are expected to rise over 30% sequentially in the second quarter, following a 29% sequential decline in the first quarter, according to Digitimes Research.

With the coronavirus pandemic disrupting the production of AIO PCs, blocking logistics support and weakening demand from enterprises, global AIO PC shipments reached only 2.14 million units in the first quarter. The top-4 AIO PC brand vendors all had similar sequential shipment declines in the quarter, Digitimes Research figures show.

The shipment growth in the second quarter is being driven by the facts that the supply chain has already restored its capacity and orders deferred from the first quarter are ready to be fulfilled.

Lenovo saw its AIO PC shipments plunge 35% sequentially in the first quarter as its home market of China was the epicenter of the pandemic in the first quarter. Hewlett-Packard (HP) and Apple also suffered shipment drops of around 27-29% sequentially.

Among the top-4 brands, Apple is expected to have the highest sequential growth in AIO PC shipments in the second quarter and the strong performance will help Apple leapfrog HP to become the second largest AIO PC brand worldwide.

Benefiting from increases in orders from Apple and HP, Quanta Computer's share of worldwide AIO PC shipments is expected to climb 1.8pp sequentially to over 40%.

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