According to foreign media reports, the new crown global pandemic may have brought great pressure on Microsoft. The disease forced the company to delay the release of dual screen computers such as surface Neo and rethink the windows 10x operating system. However, many partners in the PC industry and Microsoft may also benefit from it. According to Reuters, the global inventory of notebook computers has reached a level never seen since the advent of the iPhone.
According to the data, due to the demand for distance learning and the fact that the vast majority of the world’s population is forced to work from home, global PC shipments in 2019 surged by 15% year on year. Global PC shipments are expected to reach 300 million units by 2020, the same level as when the iPhone was first launched in 2008, Reuters quoted analysts as saying. According to canalys data obtained by Reuters, even in the new year, the total number of PCs and tablets may rise from 1.64 billion in 2019 to 1.77 billion.
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But this undoubtedly has an impact on the supply and demand of the PC industry. Microsoft did not update its surface Pro product line with surface Pro 8 in 2020, or even with surface laptop 4. This may be due to the impact of the blockade on overseas assembly plants. “Parts, including screens and processors, are even hard to get,” Reuters reported
There is no doubt that PC sales have soared. Dell’s online orders from consumers surged 62% in the third quarter from a year earlier, Reuters said. Even Microsoft has benefited, noting a similar surge in the last quarter, although it has not directly released surface sales figures. In the more personal computer segment, surface revenue grew 37%, and the division’s total revenue grew 6% to $11.8 billion.
With the promotion of vaccine work, the situation in 2021 may continue to move towards normalization, but the PC industry may have a new development direction next year. Perhaps because of the financial pressure brought by the popularity of cowid-19, it is rumored that Microsoft is planning to launch windows 10x on the new business education equipment with its partners.
Reprint indicated source：Spark Global Limited information