In an email to Computerworld, he added, “as we’ve seen with the latest quarterly results, the US market remained flat, while the rest of the world grew at 9% year over year. As PC vendors are looking for ways to mitigate the impact of tariffs on pricing, the supply chain is bound to be impacted.”
On Wednesday, Canalys reported similar results for the quarter, estimating that while worldwide shipments of desktops, notebooks, and workstations grew 7.4% to 67.6 million units, “the Trump’s administration’s ever-changing and unclear approach to tariffs continues to generate considerable uncertainty. While PCs were exempt from tariffs in Q2, indirect impacts threaten not only the US, but the global market recovery.”
No pending crisis
Greg Davis, lead US analyst on the Canalys team that put the findings together, said Thursday, “at this point in time, we do not predict that a pending crisis might exist, at least not one that is specific to the PC industry. While, as we have mentioned, there is still quite a bit of uncertainty surrounding the US and its global economic trade policies, many of the larger PC vendors have taken steps to help diversify their supply chains to better navigate what evolving scenarios may occur in the near-term.”
Read the full article here
