All-in-One PCs are a growing proportion of the PC market, according to Digitimes Research, who reports that they formed 10.4% of the PC market in 2016, its highest proportion ever.
Around 12 million devices were shipped in 2016, with Lenovo a surprise leader in the pack, which is largely owned by only 4 OEMs, who together take 84.3% of the market.
The family is led by Lenovo, followed by HP and Apple, who together take 72.3% of shipments.
Lenovo has however expanded its lead, after both HP and Apple saw 10% YoY shipment declines.
The AiO PC market as not immune to the general decline in PC shipments however, seeing a 4.8% drop on shipments YoY (less than the general PC market) and Digitimes expects 2016 to be around 2017 to be around the same.
We suspect the AiO PC market may however be stimulated by Microsoft’s recent release of the Surface Studio, and while that device is not expected to grab much market share, there is a high likelihood that it will stimulate interest from the general public and inspire OEMs to release better products. Microsoft has also been working in making Windows more of an appliance, with the Creators Update due in April expected to bring more family friendly features dubbed the Home Hub. Apple’s Tim Cook has also indicated than new iMac AiO PCs were on the way, after more than a year of no upgrades, suggesting the space will become hotter and more contested in 2017.
Digitimes reports that Microsoft’s Surface Studio ODM Compal is expected to benefit from ODM TPV-Inventa leaving the market, with much of the orders going to Compal and Asia Vital Components (AVC).