The July-September quarter is the biggest PC quarter in the last seven years in India.
Although the commercial segment had very few governments and education projects, the consumer segment logged its biggest quarter to date with 2 million shipments, growing 41.7% year-on-year and 167.2% quarterly.
New entrants like Xiaomi and Avita leveraged the opportunity but could not secure positions in the top 5 vendors list in the consumer segment. Apple shipments also grew 19.4% year-on-year as it ended its biggest quarter of shipments in the country.
HP, which retained the top position with a share of 28.2% in 3Q20, logged a strong quarter in both consumer and commercial segments with a 16.8% year-on-year increase in shipments when compared to the same quarter last year. HP also maintained its lead in the consumer segment.
“This demand is expected to stay strong as India remains underpenetrated in PCs,” said Bharath Shenoy, market analyst for PC Devices at IDC India, on the current demand for consumers PCs. “..the growing broadband connectivity in the country is making online learning easier for students. Hence, this opportunity will continue to be relevant for PC vendors for at least a few more quarters.”
Lenovo in the second position was marginally ahead of Dell with a share of 21.7% in its overall shipments. It grew 27% year-on-year due to portfolio extension.
Dell Technologies secured third place with a share of 21.3% in the overall PC market as its shipments grew 18.2% year-on-year in 3Q20. After sequential declines in previous quarters, it replaced Lenovo in the consumer segment.
ASUS maintained the fifth position and registered 55.4% year-on-year growth in its overall PC shipments. Due to its offline expansion, it secured the fourth position in the consumers' segment and forayed into the commercial segment with the launch of its Expert series.
Due to the low volume of key big deals, the enterprise segment grew marginally by 3.1% year-on-year.
Notebook shipments grew at 70.1% year-on-year while the shipments in the SMBs segment grew 5.5% year-on-year in 3Q20.
“Anticipating a longer work from home possibility, enterprises are getting ready for a larger mobile workforce and keep reducing their dependency on desktops. Also, SMBs started showing more momentum and will be critical in sustaining the ongoing growth in the commercial segment,” said Jaipal Singh, Associate Research Manager, Client Devices, IDC India.
“Vendors that will be able to manage the supplies of these components will benefit from this opportunity more as there is still a lot of untapped demand for PCs in the country,” Singh added.