After a sluggish 2023, the PC market appears to be bouncing again, with excellent news for Mac customers. Counterpoint Analysis stories a glimmer of hope within the fourth quarter, suggesting a possible finish to final yr’s stoop.

Whereas 2023 was marred by weak demand and extra stock, the highest PC distributors witnessed completely different progress paths within the last quarter. Lenovo and HP, boosted by market restoration and powerful restocking in North America, each loved single-digit year-over-year (YoY) cargo progress. Beleaguered Dell, nevertheless, suffered a slowdown within the industrial sector which dragged down their shipments by 9% in comparison with the earlier yr.

Apple stood its floor all through the quarter, reaching a slight 2% YoY improve in Mac shipments. This resilience helped it preserve its private pc market share of round 9% for the complete yr, regardless of an total 14% drop in shipments.

Wanting on the larger image, Lenovo and HP remained the market leaders in 2023, capturing 24% and 21% shares respectively. HP’s swift restocking efforts in North America cushioned their efficiency, leading to a comparatively modest 5% YoY decline. Beleaguered Dell, nevertheless, confronted the brunt of a weak industrial sector, struggling a 20% drop in shipments and touchdown them at a 16% market share.

MacDailyNews Take: The fourth quarter’s optimistic indicators supply hope for a stronger 2024 for the private pc, particularly for Apple’s indomitable Mac.
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