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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
加入 June 2024
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Japan’s PC demand surge has ended: JEITA members shipped 474,000 PCs in July, down 43.9% YoY, while shipment value fell only 17.8% to ¥79.8 billion. JEITA attributes the unit decline to the end of special procurement for Japan’s GIGA School education program and the Windows 10 replacement cycle. It says higher market prices kept shipment value from falling as sharply, but its data do not show how much of the gap came from pricing versus a richer product mix. Notebook units fell 46.8%, versus a 20.8% decline in value. Desktop units fell 25.4%, while value was almost flat at -1.6%.
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