Morgan Stanley: The PC market has fallen to the lowest point in 20 years. Apple is the

Morgan Stanley's latest PC market forecast in 2023 believes that the entire PC market has fallen to the lowest point in the past 20 years, but Apple is still the "potential stock" of computer manufacturers.


Morgan Stanley's report shared with investors on Tuesday reduced the prediction of the PC market, and the estimated shipments in 2023 were transferred from 261 million to 249 million. This is mainly affected by many factors, including market demand weaker than expected, increasing channel inventory, etc., leading to weakness in the consumer market and commercial market.


IT House learned from the Morgan Stanley Analysis Report: "Consumer demand is weak, the demand for corporate demand, the weak economic and European economy, and the increase in global channel inventory will lead to the drop in PC shipments in the 23rd year to 249 million units, year -on -year -on -year, year -on -year Decrease 12.5%".

Due to the "lingering inflation pressure and a positive combination change", the average price of the PC is now expected to decrease by 3%year -on -year. Morgan Stanley believes that due to the fact that the expected weak and the average price of the shipment has declined, the total transaction volume of fiscal 2023 will drop to $ 206 billion, a 26%peak of $ 279 billion in 2021.

In the report, Morgan Stanley focused on Apple, thinking that Apple was "the first choice of global PC original equipment manufacturers." Apple's price target increased the most obvious, reaching 15%; Dell followed closely, an increase of 11%. Morgan Stanley believes that ASUS and Acer have decreased by 40% and 43%, respectively.