Supply chain
Global AIO PC shipments to experience double-digit drops in 1Q20
Betty Shyu, DIGITIMES Research, Taipei

Global all-in-one (AIO) PC shipments totaled 3.42 million units in the fourth quarter of 2019, rounding out the volumes for the whole-year 2019 at 13.25 million units, down 3.4% on year, according to Digitimes Research's latest report on AIO PCs.

Fourth-quarter shipments accounted for 26% of the overall volumes in 2019, showing no obvious sign of a seasonal pickup in demand from the business sector.

Shipments in the first quarter of 2020 are expected to slip 27% sequentially and 17% on year partly due to the high comparison base in the same quarter a year ago during which vendors pre-stocked extra inventory to avoid the US tariff, Digitimes Research's figures show. The coronavirus outbreak is also dampening demand in first-quarter 2020.

Among major AIO PC brands, Apple and Micro-Star International (MSI) were the top performers in shipments in fourth-quarter 2019. The top-2 brands - Lenovo and Apple - continued to see increased market shares with the two together already dominating over half of the AIO PC market in the quarter.

However, the top-2 brands will both witness slipping shipments in the first quarter of 2020 due to unsatisfactory sales. Lenovo will be hit particularly hard by the coronavirus outbreak in China, its home market.

Among key manufacturers, Quanta Computer will see its first-quarter 2020 shipments undermined by the order cuts from Apple and Hewlett-Packard (HP), while Lenovo's ODM partners Wistron and Compal Electronics will also see decreased orders for the quarter.

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