Market data! It’s my personal catnip. Let’s play.
IDC says used smartphones, both officially refurbished and used, will increase 9.2% this year. A lot of that will be mature markets, where it’s like a subsidy to push upgrades. This compares against the new market which will decline 6.4% this year.
Gartner has PC shipments up 4.8% in 2020 over 2019, and that’s the highest growth in 10 years. Canalys says it’s up 11% from 2019, amd IDC has it at 13.1%. Each company has a slightly different methodology, but the story – all up.
And, How about Chromebooks – Intel says they had 122% growth year over year.
Why do we care?
I said in 2020 that I thought the equipment boost we saw is a sugar high, and I stand by that statement. That data is a look back, not a look forward, so don’t plan for more.
I’m super intrigued by the used equipment market – is that because of the recession or because of the maturation of the market or because of the high price point. Or is the answer simply YES. Regardless, how much will that stay over time,.. and what does it mean? Longer life for these devices for sure.
Finally, I still believe Chromebooks is a bigger market than we give it credit for. Enterprising providers are going to prove me right on that one.
Source: The Verge