Global AIO (all-in-one) PC shipments will be weighed down by lingering shortages of crucial parts and components to suffer a sequential decline of 17.5% in the first quarter of 2021, having edged up 3.3% to 3.54 million units a quarter earlier, according to Digitimes Research.
The fourth-quarter sequential shipment gains of AIO PCs were lower than a 20% growth experienced by overall desktop shipments, bringing down the ratio of AIO models in the desktop sector to 13% in the quarter, with the ratio likely to continue falling in first-quarter 2021, Digitimes Research estimates.
For all of 2020, sales of AIO PCs fell by 3% from a year earlier, as consumers had prioritized their purchases to other electronic consumer products such as notebooks.
By brands, Apple saw its iMac products grow 10% sequentially in fourth-quarter 2020 thanks to strong manufacturing and component support from its ODM partner, Quanta Computer.
HP suffered an 8% decline during the same period, affected by component shortages.
Among ODMs, Quanta, which produces AIO PCs for both Apple and HP, saw its AIO PC shipments remain flat in the fourth quarter. However, both Compal Electronics and Pegatron managed to ramp up their shipments by 12-13% thanks to orders from Lenovo and Asustek Computer, and Dell, respectively.