Want a piece of the PC sales boom? WDC, CRSR and more – Capital.com

January 17, 2022 by No Comments

With a global pandemic pushing personal computer (PC) shipments to their highest levels in 10 years according to recent data, Capital.com looks at stocks related to this recent PC boom.

Industry research firm International Data Group said a total of 348.8 million PCs were shipped in 2021, up almost 15% from 2020 when the Covid-19 work-from-home boom saw home computer systems begin to fly off shelves.

“While consumer and educational demand has tapered in some developed markets, we continue to believe the overall PC market has reset at a much higher level than before the pandemic,” IDC research manager Jitesh Ubrani said in a statement.

Fellow research firm Gartner reckons that 339.8 million PC units were shipped last year, up 10% on the prior year.

“During the pandemic, shipment growth has been supported by an average selling price hike, resulting in higher revenues and a healthier market overall. As a result, annual PC shipment volumes are not expected to decline to pre-pandemic levels for at least two to three years,” Gartner research director Mikako Kitagawa said in a release.

Pre-pandemic

Prior to the Covid-19 pandemic, PC sales were in decline, with consumers preferring to use smartphones rather than laptops.

With millions of people locked down across the world, content platforms such as Amazon-owned Twitch – which specialises in streamed video game content – also saw a massive spike in both audience and content creators.

PC-related stocks can be looked at in terms of what role they play in how a computer is made or how it functions.

Computer makers

Lenovo Group led the pack for PC makers – Photo: Shutterstock

It’s no secret that computer makers faced difficulties finding vital components to make their products. Covid-related supply chain issues kept products out of consumer hands while chipmakers struggled to meet demand for PCs, gaming consoles and even chips used in cars and home appliances.

Among the recent PC shipping data, both research firms confirmed the largest manufacturers of computers is led by Lenovo Group (LNVGY), followed by HP (HPQ), Dell (DELL) and Apple (AAPL).

Chipmakers

Sometimes considered the brain of a PC, the central processing unit (CPU) is similar to a very powerful calculator able to perform a vast quantity of calculations per second. CPUs are available in makes and models just like cars, but your choice is limited to CPUs made by either Intel (INTC) or AMD (AMD).

Late last year, Intel released its 12th generation CPU titled Alder Lake while AMD’s next CPU offering is the Ryzen 6000 series.

Graphics cards – also known as GPUs – have flown off shelves in recent years thanks to the rise of cryptocurrency mining, with demand from miners leaving gamers with slim pickings. To redress the balance, graphics card makers are releasing low hash rate versions of cards – marked with “LHR” on boxes.

Simple and intuitive platform

Nvidia (NVDA) makes the current-generation RTX series of graphics cards while AMD makes the Radeon series of cards. Both GPU makers work with third-party companies including EVGA, Zotac, MSI and SAPPHIRE Technology to produce variations of their cards.

Hardware makers

Spinning-platter hard drives store and run PC data – Photo: Shutterstock

Western Digital (WDC) and Seagate Technology (STX) are best known for computer hard drives where data such as a PC operating system or video game files are stored.

Spinning-platter hard drives …….

Source: https://capital.com/want-a-piece-of-the-pc-sales-boom-wdc-crsr-and-more

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