Retirement of Windows 10 should eventually drive recovery in 2024 and 2025
The PC and tablet markets are in such a bad slump that analyst firm IDC has lowered its 2023 shipment forecast by 26 million.
IDC now predicts 403.1 million units will be shipped this year instead of the 429.5 million it forecast at the end of 2022. Tablets are expected to make up 142.3 million of these shipments and traditional form factors will account for the rest. The numbers represent a decline of 11.2 percent year-on-year for 2023 – 12 percent decline for tablets and 10.7 percent for traditional PCs.
IDC cites declining demand and challenging macroeconomic conditions – like the impact of a strong US dollar on global buying power. "With consumers no longer bound by COVID restrictions and commercial backorders for PCs largely completed, the second half of 2022 sent a strong signal that endpoint devices are no longer the focal point and that 2023 will be a time for inventory clearing and shifting priorities,"But not all is doom and gloom.
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