The EMEA traditional PC market has some good news for Q2 2019-- shipments return to growth after 2 consecutive quarters of Y-o-Y declines, thanks to strong demand for PC refresh from the commercial segment.
Said refresh demand comes ahead of the January 2020 Windows 7 end of service (EOS) date. Thus, despite ongoing shift towards mobile computing solutions, strong desktop performance supported the overall results for the quarter. Further boosting Q2 2019 is the fulfillment of order backlogs brought about by the Intel CPU shortage from earlier in 2019.
The PC market also sees growth on a global perspective, as Q2 2019 shipments total 64.9 million units, a "notably higher than expected" 4.7% Y-o-Y increase brought about by a combination of supply shortage easing and looming trade tensions.
"Supply for Intel's processors improved markedly during the quarter, allowing most PC vendors to fulfill old orders while also shipping a healthy supply of new PCs into the channels," IDC says. "Additionally, the threat of increased tariffs led some PC makers to ship a surplus of desktops and notebooks, thereby artificially propping up the PC market during the Q2 2019."
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