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Indian PC market faces severe disruption owing to China lockdowns

As China takes a strong stance on its Zero-Covid policy, implementing lockdowns in major manufacturing hubs across the country, supply disruptions in the PC market will occur and India is again expected to get the short end of the stick, according to a new report. India’s PC market grew 45 per cent in 2021, with shipments of desktops, notebooks and tablets reaching
18.6 million units.

“We will see major corrections, especially in the consumer market, affecting notebooks and tablets,” said Jash Shah, research analyst. But there will be stronger demand from SMBs and enterprise customers, as the number of Covid-19 cases falls, vaccination rates surge, and businesses and schools return to normal.

“While this seems like a great year on paper, it is important to consider 2021 not just as a standalone year but in relation to 2020,” said Shah. India’s PC shipments fell 3 percent in 2020, creating a lot of pent-up demand, which was amplified due to the second Covid-19 wave in the first half of 2021, leading to the record growth that we have seen this year, Shah explained.

Most of this growth is due to companies such as Lenovo and Samsung, which have increased their ability to fulfil orders by manufacturing locally.