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摩根士丹利:大中华区科技硬件_联想、华硕和宏碁第三季度个人电脑出货量超过微软;美国首席信息官调查结果对人工智能个人电脑略有乐观。pdf
ACEYYAcer(ACEYY) 联想·2024-10-14 14:30

M Update Greater China Technology Hardware | Asia Pacific October 10, 2024 03:40 PM GMT Lenovo, Asustek and Acer beat MSe on 3Q PC Shipments; US CIO Survey Results Slightly Positive for AI PCs Total C3Q PC shipments was 67mn units (-2% y/y), in line with MSe. Lenovo shipped 16.1mn units (+3% y/y) with 24% market share (+130bp), retaining no. 1 position, while Asustek shipped 5.5mn units (+10% y/y) with 7.9% share (+90bp) and Acer shipped 4.5mn (+4% y/y) units with 6.6% share (+50bps). IDC reported prelimina ...