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According to the Japan Electronics and Information Technology Industries Association (JEITA), domestic PC shipments in 2020 (January-December 2020) increased 7.4% year-on-year to 10,455,000 units. It is the first time in six years since 2014 that the number of units exceeded 10 million in the same survey. In December 2020, shipments increased 67.6% year-on-year to 1,613,000 units, an increase of approximately 1.7 times. The composition index for laptops reached a record 92.4%. The number of notebook PCs shipped alone is approximately 2.2 times that of the same month last year.
In addition to promoting the demand for telecommuting in corona disease, the GIGA school concept has begun large-scale maintenance of personal computers for each student, which has driven the demand for personal computers.
High demand due to crown disease
If you look at the changes over the past year from the statistical data, you can see the rapid changes in PC demand.
Until January 2020, the demand for replacement will become apparent due to the end of support for Windows 7. Due to last minute demand before the consumption tax hike in October 2019, both the number of units and the quantity have grown in double digits for 15 consecutive months, and the real result in January 2020 also increased by 42.4% compared to the same month. from the previous year to 810,000. There were 8,200 units.
However, within the industry, the PC market was forecast to be sluggish due to the reaction to such a special demand after February. In fact, it was down 20.4% in February 2020 and 22.6% in March.
According to the association’s initial forecast, the market size will shrink to two-thirds in 2020, 33.4% less than the previous year.
The change was seen in April 2020. As of April 7, the state of emergency was issued and the government requested that the number of employees be reduced by 70% and teleworking be introduced. Increasingly, personal computers are being purchased from massively readily available retailers for the purpose of acquiring personal computers to work from home. In April 2020, corporate PCs continued to fall below the previous year’s level, but personal PCs turned positive for the first time in three months, and the PC market as a whole recovered to a single-digit increase from 5.3%.
From May to August, the year-on-year decline continued, but it can be said that the reason why personal demand exceeded the results of the previous year was to support said demand for telework.
Furthermore, in August it decreased by 0.4%, almost the same as the previous year, but in September it increased by 25.7% compared to the same month of the previous year, showing significant growth.
The demand that has arisen here is the concept of the GIGA school. According to statistics, PCs sent for education are counted as corporate PCs. Until August 2020, personal computers outperformed the previous year, while corporate personal computers continued to grow negatively, but in September 2020, corporate personal computers turned around and performed well. He announced that it was done. It seems that the demand for the GIGA school concept has been added, which has been fully introduced.
Chromebook
This is supported by other data. In the domestic personal computer market, the composition ratio of laptops is generally in the range of 70%, and even in fiscal 2019, the composition ratio of laptops was 72.9%. However, since April 2020, the demand for laptops has increased due to the demand for telecommuting, and has reached the 80% level. In September 2020, the composition index for laptops exceeded 90% for the first time since the start of the statistics, reaching 92.1%.
The GIGA School concept will introduce Windows-based laptops, Chromebooks and iPads, which is a factor that increases the composition ratio of laptops at once.
The movement will continue even after October 2020. In October, shipments increased 3.6% year-on-year and the composition index for notebook PCs was 88.4%. In November, it grew significantly by 51.5% and the laptop composition index reached 91.5%.
And in December, which is the latest data, we achieved a high growth rate of 67.6% compared to the same month of the previous year. It recorded the highest number of shipments in December. In addition, the build ratio for laptops was 92.4%, the highest build ratio ever. For notebook PCs, shipments increased 116.2% year-on-year to 1.49 million units, an increase of about 2.2 times.
In the same month last year, there was strong demand before support for Windows 7 ended, and the PC market as a whole showed high double-digit growth of 14%. The fact that the result far exceeds that of December 2020 can be said to support the arrival of a demand that exceeds the special demand for Windows 7.
Sunken desk
On the other hand, the demand for desktop computers is slow.
In 2020, annual shipments of notebook PCs increased 25.1% to 8,945,000 units, while desktop PCs decreased 41.5% to 1,511,000 units. It can be said that desktop computers did not benefit from the special demand for the GIGA school concept and the demand for telecommuting. In other words, you can see that the desktop PC shipping record was the true value of the entire market, excluding special demand.
Also, the mass retail market is already feeling sluggish. According to BCN, which aggregates sales data from major mass retailers, sales in December 2020 fell 14.9%, below the level of the previous year, and the record for JEITA was for corporations triggered by school demand for JIG. You can see that the personal computer makes a great contribution.
How long do you do well?
So how long will the domestic PC market continue to perform well?
According to JEITA statistics, in the third quarter of 2020 (October-December 2020), shipments reached a record 3,551,000 units, 43.2% more than in the same period of the previous year.
Under the GIGA school concept, maintenance of elementary and secondary schools will take place in mid-2020, and in 2021, maintenance will take place in secondary schools.
Sharp Chromebook for GIGA School
Within the industry, there is an opinion that demand for GIGA schools will peak from January to March 2021, with many laptops expected to ship in the fourth quarter of 2020. If PCs of the same size as the third quarter in the fourth quarter, the actual number in 2020 will reach 12 million units, including 8.53 million units in the nine months from April to December.
According to a JEITA survey, 12.86 million units were shipped in 2005, the largest number ever recorded, and we are about to renew it.
Looking back, in early 2020, PC makers had made business plans with the expectation that the market size would be two-thirds, but despite this, the record shipping record was achieved. Respond to the demand that is presented. In addition, it has responded flexibly to the unusual demand that the composition ratio of notebooks exceed 90%. And it can be said that it has responded to large fluctuations in the demand for personal computers and corporate personal computers.
Looking back on the past year, it can be said that the flexibility and responsiveness of the personal computer industry has been demonstrated. In that sense, the efforts of the entire industry can be evaluated.
Additionally, JEITA’s personal computer shipping statistics are voluntary statistics from participating companies, with eight companies participating, Apple Japan, NEC Personal Computer, Seiko Epson, Dynabook, Panasonic, Fujitsu Client Computing, Unitcom, and Lenovo Japan. It covers about 70% of the entire market.
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