COMPANIES & PRODUCTS

Lenovo
 Table of Contents

01 Overview Lenovo's PC unit shipments worldwide 2011-2022, by quarter 21

Lenovo's PC unit shipment share worldwide 2009-2023, by quarter 22
Global IT spending 2005-2024 03
Lenovo tablet shipments worldwide 2012-2024, by quarter 23
Global IT spending forecast 2012-2024, by segment 04
Lenovo tablet market share worldwide 2012-2024, by quarter 24
Global PC unit shipments 2009-2023, by quarter 05
Semiconductor expenditure of Lenovo 2011-2022 25
Chromebook shipments worldwide 2019-2022 06
PC monitor unit shipments worldwide 2012-2023, by quarter 07
04 Competitors
Revenue of the servers industry worldwide 2020-2029 08
High performance computing (HPC) server revenue worldwide 2021-2026, by segment 09 Global PC vendor shipments 2014-2023, by quarter 27

Global cloud IT infrastructure spending 2013-2026 10 Chromebook vendor shipments worldwide 2019-2023, by quarter 28
Tablet vendor shipments worldwide 2012-2024, by quarter 29

02 Financials PC monitor vendor shipments worldwide 2012-2022, by quarter 30

HPC server revenue worldwide by vendor 2015-2022 31
Lenovo's revenue 2009-2024 12
Top 500 supercomputers vendor system share worldwide 2018-2023 32
Regional breakdown of revenue of Lenovo FY2015/16-FY2023/2024 13
Technology companies ranked by expenditure on semiconductors worldwide 2014-2022 33
Lenovo net profit 2012-2024 14
Lenovo research and development expenditure 2012-2023 15
Advertising and promotional expenses of Lenovo 2014-2024 16
Total assets of Lenovo 2012-2024 17
Number of employees at Lenovo 2012-2024 18

03 Segments
Share of Lenovo's revenue FY2022/23 FY2023/24, by business segment 20

1
CHAPTER 01

Overview
 Information technology (IT) worldwide spending from 2005 to 2024 (in
billion U.S. dollars)
Global IT spending 2005-2024

6,000

5,000
Spending in billion U.S. dollars

4,000

3,000

2,000

1,000

0
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024*

3 Description: IT spending worldwide is projected to reach over five trillion U.S. dollars in 2024, a nearly eight percent increase on 2023 spending. Read more
Note(s): Worldwide; 2005 to 2024; Includes spending on software, devices, services, data center systems, and communication services; * Forecast Read more
Source(s): Gartner
 Information technology (IT) spending worldwide from 2012 to 2024, by
segment (in billion U.S. dollars)
Global IT spending forecast 2012-2024, by segment

Data Center Systems Devices Software IT Services Communication Services

6,000

5,000
Spending in billion U.S. dollars

4,000

3,000

2,000

1,000

0
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024*

4 Description: The global information technology (IT) spending on devices, including PCs, tablets, mobile phones, printers, as well as data center systems, software, and communications services came to 4.9 trillion U.S. dollars in 2023. By 2024, IT spending is expected to
increase to a staggering 5.3 trillion dollars worldwide. Read more
Note(s): Worldwide; 2012 to 2024; * Forecast Read more
Source(s): Gartner
 Personal computer (PC) unit shipments worldwide from 2009 to 2023, by
quarter (in million units)
Global PC unit shipments 2009-2023, by quarter

120

100
Shipments in millions

80

60

40

20

0
Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3
'09 '09 '10 '10 '11 '11 '12 '12 '13 '13 '14 '14 '15 '15 '16 '16 '17 '17 '18 '18 '19 '19 '20 '20 '21 '21 '22 '22 '23 '23

5 Description: In the fourth quarter of 2023, approximately 63.37 million PCs were shipped globally. Compared to the fourth quarter of the previous year, this quarter saw a 0.3 percent year-over-year decline, a sign of the PC market in recovery following successive
disappointing quarters. Read more
Note(s): Worldwide; 2009 to 2023
Source(s): Gartner; Gizchina; HardwareZone; MacRumors.com; VentureBeat
 Chromebook shipments worldwide from 2019 to 2022 (in million units)
Chromebook shipments worldwide 2019-2022

40
36.9

35
31.8

30
Unit shipments in millions

25

19.2
20
17

15

10

0
2019 2020 2021 2022

6 Description: In 2022, it is forecast that nearly 20 million Chromebooks were shipped globally, a decrease close to 50 percent from the 36.9 million units that were shipped in 2021. Read more
Note(s): Worldwide; 2019 to 2022
Source(s): IDC; TrendForce
 Personal computer (PC) monitor shipments worldwide from 2012 to 2023,
by quarter (in million units)
PC monitor unit shipments worldwide 2012-2023, by quarter

45

40

35
Shipments in million units

30

25

20

15

10

0 Q *

Q 2
2Q 2

3Q 2

4Q 2

1Q 2

2Q 3

3Q 3

Q 3

Q 3

Q 4

Q 4

Q 4

Q 4

Q 5
Q 15

Q 6

Q 6

Q 7

Q 7

Q 8

Q 8

Q 9

Q 9

Q 9

Q 0

Q 0

Q 0

Q 1

Q 1

Q 1
2

Q 2

Q 3
3
5

2
'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'1

'2

'2

'2

'2

'2

'2

'2

'2

2
'2
'1

2'
'

2'
1Q

4
Q
4

7 Description: In the fourth quarter of 2023, 31.9 million PC monitor units were shipped worldwide. This represented a slight increase compared to the same quarter of the previous year, when around 30.5 million PC monitor units were shipped. Read more
Note(s): Worldwide; 2012 to 2023
Source(s): IDC
 Revenue of the servers market worldwide from 2020 to 2029 (in billion
U.S. dollars)
Revenue of the servers industry worldwide 2020-2029

250

207.65
200 185.97
Revenue in billion U.S. Dollars

163.96

150 144.4
133.34
117.31
108.06
100
81.49 83.66
77.75

50

0
2020 2021 2022 2023 2024 2025 2026 2027 2028 2029

8 Description: The global revenue in the 'Servers' segment of the data center market was forecast to continuously increase between 2024 and 2029 by in total 90.3 billion U.S. dollars (+76.98 percent). After the ninth consecutive increasing year, the indicator is estimated
to reach 207.65 billion U.S. dollars and therefore a new peak in 2029. Notably, the revenue of the 'Servers' segment of the data center market was continuously increasing over the past years. Read more
Note(s): Worldwide; 2020 to 2029
Source(s): Statista
 Revenue from high performance computing (HPC) server market
worldwide from 2021 to 2026, by segment (in billion U.S. dollars)
High performance computing (HPC) server revenue worldwide 2021-2026, by segment

Supercomputer Divisional Departmental Workgroup

25

20 1.66
Revenue in billion U.S. dollars

1.59
1.57
1.48 4.88
15 4.58
1.52 4.45
1.41
4.04
3.61 3.82 3.93
3.51 3.68
10 3.1
2.78 2.8

5 9.35 10.09
8.08 8.92
6.97 7.28

0
2021 2022 2023* 2024* 2025* 2026*

9 Description: As of 2023, it is forecast that by 2026, of the high performance computing (HPC) server market, the supercomputer segment would generate over 10 billion U.S. dollars in revenue, whilst revenues from the departmental segment would generate 4.88
billion U.S. in the same year. Total HPC server revenues for the year were forecast to amount to 20.57 billion U.S. dollars. Read more
Note(s): Worldwide; 2021 to 2023; * Forecast. Read more
Source(s): Hyperion Research; insideHPC
 Annual spending on cloud IT infrastructure worldwide from 2013 to 2026
(in billion U.S. dollars)
Global cloud IT infrastructure spending 2013-2026

160

140 133.7
129.9

120
Spending in billion U.S. dollars

104.8
100
87.7

80 71.8
66.1 66.8

60
47.4

40 35.7
32.2
26.4
22.3
20

0
2013 2014 2015 2016 2017 2018 2019 2021* 2022 2023 2024* 2026*

10 Description: In 2023, cloud IT infrastructure spending is expected to reach some 105 billion U.S. dollars. Public cloud infrastructure continues to expand and is a large driver of IT spending. Leading companies in the market include Dell Technologies, HPE, Inspur,
Lenovo, IBM, and Huawei. Read more
Note(s): Worldwide; 2013 to 2023; *Forecast Read more
Source(s): IDC
CHAPTER 02

Financials
 Revenue of Lenovo from 2009/10 to 2023/24 (in billion U.S. dollars)*
Lenovo's revenue 2009-2024

80
71.62
70
60.74 61.95
60 56.86
Revenue in billion U.S. dollars

51.04 50.72
50 46.3 45.35
44.91
43.04
38.71
40
33.87
29.57
30
21.59
20 16.6

10

0
09/10 10/11 11/12 12/13 13/14 14/15 15/16 16/17 17/18 18/19 19/20 20/21 21/22 22/23 2023/24

12 Description: In the fiscal year 2023/24, Lenovo generated a revenue of over 57 billion U.S. dollars. The intelligent device segment accounted for the company's largest share in revenue, generating 73 percent of the total. In 2023/24, Lenovo decreased its revenue by
eight percent in a year-on-year comparison. Read more
Note(s): Worldwide; 2009/10 to 2023/24; * Lenovo's financial year ends on March 31, of the respective year. Figures have been rounded. Read more
Source(s): Lenovo
 Share of Lenovo's revenue by region from FY 2015/16 to FY2023/24
Regional breakdown of revenue of Lenovo FY2015/16-FY2023/2024

China EMEA Asia/Pacific North America / Americas

1.2%

1%

30% 30% 31% 32% 32% 32% 32% 34% 34%

0.8%
Share of revenue

0.6% 16% 16% 16% 19% 16%

19% 22% 17% 18%

0.4% 26% 26% 28% 26%

25% 26% 25% 26%
25%

0.2%
28% 28% 25% 24% 24% 26% 24%
21% 22%

0%
FY 2015/16 FY 2016/17 FY 2017/18 FY 2018/19 FY 2019/20 FY 2020/21 FY 2021/22 FY 2022/23 FY 2023/24

13 Description: In the financial year 2023/24, the Chinese electronics manufacturer Lenovo generated around one-third of its revenue from business operations in the Americas. Over the past years, North and Latin America have been the company's strongest revenue
drivers. In addition, the strongest product was the Intelligence Devices Group (IDG), which accounted for 75 percent of revenue and included PCs, and smartphones, among other smart devices. Read more
Note(s): Worldwide; FY 2015/16 to FY 2023/24
Source(s): Lenovo
 Lenovo's net profit from 2012/13 to 2023/24 (in million U.S. dollars)
Lenovo net profit 2012-2024

2,500

2,145.33

2,000
1,680.83
Net profit in million U.S. dollars

1,500
1,313

1,011
1,000 836.6
817.47 804.5
631.59 657.2
530.44
500

-144.58 -126.78

-500
12/13 13/14 14/15 15/16 16/17 17/18 18/19 19/20 20/21 21/22 22/23 23/24

14 Description: In the fiscal year 2023/24, Lenovo generated a net profit of over 1.01 billion U.S. dollars. The intelligent device segment generated 75 percent of the company's revenue, which was the largest revenue share. In 2023/24, Lenovo decreased its revenue by
eight percent in a year-on-year comparison. Read more
Note(s): Worldwide; 2012/13 to 2023/24
Source(s): Lenovo
 Lenovo's expenditure on research and development from 2012/13 to
2022/23 (in million U.S. dollars)
Lenovo research and development expenditure 2012-2023

2,500

2,195.33
2,073.46
2,000
Expenditure in million U.S. dollars

1,491.37 1,453.91
1,500 1,361.69 1,335.74
1,273.73 1,266.34
1,220.92

1,000
732.45
623.99

500

0
12/13 13/14 14/15 15/16 16/17 17/18 18/19 19/20 20/21 21/22 22/23

15 Description: In the fiscal year of 2022/23, Lenovo had a research and development expenditure of 2.22 billion U.S. dollars. After reducing its R&D investments in 2019/20, the recent financial year was the second consecutive year that saw an increasing allocation of
resources towards new products and technology. Read more
Note(s): Worldwide; 2012 to 2023
Source(s): Lenovo
 Advertising and promotional expenditure of Lenovo Group from 2014 to
2024 (in million U.S. dollars)
Advertising and promotional expenses of Lenovo 2014-2024

1,200 1,131.24
Advertising and promotional expenditure in

1,000
888.88 877.95
842.37 845.83
796.09 815.88
800
726.17 707.71
675.76
million yuan

600 554.42

400

200

0
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

16 Description: In 2024, the advertising and promotional expenditure of Lenovo was approximately 878 million U.S. dollars. Overall, Lenovo's advertising and promotional expenses were all less than one billion U.S. dollars until 2022. Read more
Note(s): China; 2014 to 2024
Source(s): Lenovo
 Total assets of Lenovo from FY 2012 to FY 2024 (in billion U.S. dollars)
Total assets of Lenovo 2012-2024

50
44.51
45

40 37.99 38.92 38.75

Total assets in billion U.S. dollars

35 32.13
29.99
30 28.49
27.4 27.19
24.93
25

20 18.36
16.88
15.86
15

10

0
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024

17 Description: The statistic depicts the total assets of Lenovo from FY 2012 to FY 2024. For the fiscal year 2023/24, the total assets of Lenovo had amounted to approximately 39 billion U.S. dollars. Read more
Note(s): China; 2012 to 2024; * Lenovo's fiscal year ends on March 31 of the respective year. Figures have been rounded. Read more
Source(s): Lenovo
 Lenovo number of employees from 2012/13 to 2023/24
Number of employees at Lenovo 2012-2024

90,000

80,000 77,000
75,000
71,500
69,500
70,000
63,000
60,000 60,000
57,000
Number of employees

60,000
54,000 54,000
52,000
50,000

40,000 35,026

30,000

20,000

10,000

0
12/13 13/14 14/15 15/16 16/17 17/18 18/19 19/20 20/21 21/22 22/23 23/24

18 Description: In the financial year of 2023/24, Lenovo had around 70 thousand employees. In this financial year, it was the first time since 2015/16 that the number of employees has decreased. Read more
Note(s): Worldwide; 2012/13 to 2023/24
Source(s): Lenovo
CHAPTER 03

Segments
 Lenovo's revenue share in FY2022/23 and FY2023/24, by business group
Share of Lenovo's revenue FY2022/23 FY2023/24, by business segment

IDG ISG SSG

1.2%

1%
10% 12%

0.8% 15% 15%

Share of revenue

0.6%

0.4%
75% 73%

0.2%

0%
2022/23 23/24

20 Description: In the fiscal year 2023/24, the intelligence device segment of Lenovo accounted for the company's largest share of the revenue. It generated 75 percent of the company's revenue. In 2023/24, Lenovo decreased its revenue by eight percent in a year-on-
year comparison. Read more
Note(s): Worldwide; FY2022/23 to FY2023/24
Source(s): Lenovo
 Lenovo's personal computer (PC) unit shipments worldwide from 2011 to
2022, by quarter (in million units)
Lenovo's PC unit shipments worldwide 2011-2022, by quarter

25

20
Shipments in million units

15

10

0
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2
'11 '11 '11 '11 '12 '12 '12 '12 '13 '13 '13 '13 '14 '14 '14 '14 '15 '15 '15 '15 '16 '16 '16 '16 '17 '17 '17 '17 '18 '18 '18 '18 '19 '19 '19 '19 '20 '20 '20 '20 '21 '21 '21 '21 '22 '22

21 Description: In the second quarter of 2021, unit shipments of the PC vendor Lenovo amounted to 17.86 million worldwide, a reduction from the 20.42 million units the company shipped in the second quarter of 2021. Read more
Note(s): Worldwide; 2011 to 2022; Includes desk-based PCs, notebook PCs and ultramobile premiums (such as Microsoft Surface), but not Chromebooks or iPads
Source(s): Gartner; Gizchina; HardwareZone; MacRumors.com; VentureBeat
 Lenovo's personal computer (PC) unit shipment share worldwide from
2009 to 2023, by quarter
Lenovo's PC unit shipment share worldwide 2009-2023, by quarter

0.3%

0.25%

0.2%
Market share

0.15%

0.1%

0.05%

0%
Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3
'09 '09 '10 '10 '11 '11 '12 '12 '13 '13 '14 '14 '15 '15 '16 '16 '17 '17 '18 '18 '19 '19 '20 '20 '21 '21 '22 '22 '23 '23

22 Description: In the third quarter of 2023, Lenovo had a market share of 25.1 percent of global PC shipments. Together with HP and Dell, Lenovo accounts for around two thirds of global PC sales today. These three major PC vendors have taken up more and more of
the market share over the past few years, managing to keep their sales mostly constant as PC unit sales have fluctuated. Read more
Note(s): Worldwide; 2009 to 2023
Source(s): Gartner; Gizchina; HardwareZone; MacRumors.com; VentureBeat
 Lenovo tablet shipments worldwide from 2012 to 2024, by quarter (in
million units)
Lenovo tablet shipments worldwide 2012-2024, by quarter

7
6.2
6
Tablet shipments in million units

5
4.3

4 3.7
3.4 3.5
3.1 3
3 2.6
2.5
2.2
2 1.9 1.9
2 1.6

1 0.6
0.4

Q3'22
Q2 '12
Q3 '12
Q4 '12
Q1 '13
Q2 '13
Q3 '13
Q4 '13
Q1 '14
Q2 '14
Q3 '14
Q4 '14
Q1 '15
Q2 '15
Q3 '15
Q4 '15
Q1 '16
Q2 '16
Q3 '16
Q4 '16
Q1 '17
Q2 '17
Q3 '17
Q4 '17
Q1 '18
Q2 '18
Q3 '18
Q1 '19
Q2 '19
Q3 '19
Q4 '19
Q1 '20
Q2 '20
Q3 '20
Q4 '20
Q1 '21
Q2 '21
Q3 '21
Q4 '21
Q1 '22
Q2 '22

Q4 '22
Q1 '23
Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
23 Description: In the second quarter of 2024, Lenovo's tablet shipments worldwide were at 2.5 million units, which is a slight increase relative to the same quarter of the previous year. Lenovo is one of the leading tablet vendors worldwide in terms of shipments,
providing a significant number of the hundreds of millions of tablets shipped worldwide in the past few years. Read more
Note(s): Worldwide; 2012 to 2024
Source(s): IDC
 Lenovo tablet market share worldwide from 2012 to 2024, by quarter
Lenovo tablet market share worldwide 2012-2024, by quarter

0.14%

0.12% 11.6%

0.1%
9%
Share of shipments

7.8% 7.9%
0.08% 7.4% 7.3%
7%
5.9% 5.8%
0.06% 5.5% 5.6% 5.5% 5.3% 5.1%
4.3%
0.04%

0.02% 1.3% 1.3%

0%

Q3'22
Q2 '12
Q3 '12
Q4 '12
Q1 '13
Q2 '13
Q3 '13
Q4 '13
Q1 '14
Q2 '14
Q3 '14
Q4 '14
Q1 '15
Q2 '15
Q3 '15
Q4 '15
Q1 '16
Q2 '16
Q3 '16
Q4 '16
Q1 '17
Q2 '17
Q3 '17
Q4 '17
Q1 '18
Q2 '18
Q3 '18
Q2 '19
Q4 '18
Q1 '19
Q3 '19
Q4 '19
Q1 '20
Q2 '20
Q3 '20
Q4 '20
Q1 '21
Q2 '21
Q3 '21
Q4 '21
Q1 '22
Q2 '22

Q4 '22
Q1 '23
Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
24 Description: From the second quarter of 2012 to the second quarter of 2024, the market share of Lenovo of global tablet shipments has seen fluctuations. In the second quarter of 2024, Lenovo's tablet market share stood at over seven percent. Read more
Note(s): Worldwide; 2012 to 2024
Source(s): IDC
 Lenovo's expenditure on semiconductors from 2011 to 2022 (in billion U.S.
dollars)
Semiconductor expenditure of Lenovo 2011-2022

30

25.41
25
Expenditure in billion U.S. dollars

21.03
20 18.56
17.67
16.77
14.67
15 13.74 13.54 13.38

9.5
10
7.8 7.8

0
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022

25 Description: In 2022, Lenovo's expenditure on semiconductors reached 21.03 billion U.S. dollars, down from the 25.41 billion U.S. dollars recorded in the previous year. This equates to a fall of 17.2 percent, with Lenovo accounting for around 3.5 percent of total
semiconductor spending among companies. Read more
Note(s): Worldwide; 2011 to 2022
Source(s): Gartner
CHAPTER 04

Competitors
 Personal computer (PC) vendor shipments worldwide from 2014 to 2023,
by quarter (in millions)
Global PC vendor shipments 2014-2023, by quarter

Lenovo HP Inc Dell Apple Acer Group ASUS Other

160

140
Shipments in millions of units

120

100

80

60

40

20

0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q
'14 '14 '14 '14 '15 '15 '15 '15 '16 '16 '16 '16 '17 '17 '17 '17 '18 '18 '18 '18 '19 '19 '19 '19 '20 '20 '20 '20 '21 '21 '21 '21 '22 '22 '22 '22 '23

27 Description: In the first quarter of 2023, Lenovo ranked first among vendors in terms of PC shipments with roughly 12.7 million units, while HP Inc. shipped 12 million units in the first quarter of 2023. Both companies recorded a reduction in the number of shipments
as compared to the first quarter of the previous year, down by 30 percent and 24 percent, respectively. Read more
Note(s): Worldwide; 2014 to 2023; traditional PCs include Desktops, Notebooks, and Workstations and do not include Tablets or x86 Servers
Source(s): IDC
 Chromebook vendor shipments worldwide from 2019 to 2023, by quarter
(in millions)
Chromebook vendor shipments worldwide 2019-2023, by quarter

Acer HP Dell Lenovo Asus Others Samsung

16.0

14.0

12.0
Unit shipments in millions

10.0

8.0

6.0

4.0

2.0

0.0
Q3 '19 Q4 '19 Q1 '20 Q3 '20 Q4 '20 Q1 '21 Q2 '21 Q3 '21 Q4 '21 Q1 '22 Q2 '22 Q3 '22 Q4 '22 Q2 '23 Q3 '23

28 Description: In the third quarter of 2023, Acer was the leading Chromebook vendor worldwide, shipping close to 900,000 units. It was followed by HP and Dell, with both company's shipping around 670,000 Chromebooks in the third quarter of 2023. Read more
Note(s): Worldwide; Q3 2019 to Q3 2023
Source(s): Canalys
 Tablet vendor shipments worldwide from 2011 to 2024, by quarter (in
millions)
Tablet vendor shipments worldwide 2012-2024, by quarter

Apple Samsung Lenovo Amazon Huawei Asus LG Electronics Barnes & Noble RCA Acer Group Xiaomi Others
90

80

70
Unit shipments in millions

60

50

40

30

20

10

Q3'22
Q4'22
3Q '11
4Q '11
1Q '12
2Q '12
1Q '13
2Q '13
3Q '13
4Q '13
1Q '14
2Q '14
3Q '14
4Q '14
1Q '15
2Q '15
3Q '15
4Q '15
1Q '16
Q2 '16
Q3 '16
Q4 '16
Q1 '17
Q2 '17
Q3 '17
Q4 '17
Q1 '18
Q2 '18
Q3 '18
Q4 '18
Q1 '19
Q2 '19
Q3 '19
Q4 '19
Q1 '20
Q2 '20
Q3 '20
Q4 '20
Q1 '21
Q2 '21
Q3 '21
Q4 '21
Q1 '22
Q2 '22

Q1 '23
Q2 '23
Q3 '23
Q4 '23
Q1 '24
Q2 '24
29 Description: In the second quarter of 2024, Apple iPad shipments amounted to over 12 million units, an increase from the previous quarter. Apple has consistently shipped the most tablets, although more recently other companies have been steadily and significantly
increasing their shipment numbers. Read more
Note(s): Worldwide; 2011 to 2024
Source(s): IDC; IHS; iSuppli
 Personal computer (PC) monitor vendor shipments worldwide from 2012
to 2022, by quarter (in million units)
PC monitor vendor shipments worldwide 2012-2022, by quarter

Dell Lenovo TPV HP Inc Samsung LG AOC Other

45

40

35
Shipments in million units

30

25

20

15

10

0
1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q Q2 1Q Q2 Q2 Q4 Q2 Q4 Q2 Q3 Q4 Q2 Q3 Q4 Q2 Q3 Q4 Q1 Q2
'12 '12 '12 '12 '13 '13 '13 '13 '14 '14 '14 '14 '15 '15 '16 '16 '17 '17 '18 '18 '19 '19 '19 '20 '20 '20 '21 '21 '21 '22 '22

30 Description: In the second quarter of 2022, Dell's shipments of PC monitors amounted to over eight million units, whilst those of HP reached 4.62 million shipments. Lenovo ranked third among vendors with 4.22 million PC monitor shipments. Read more
Note(s): Worldwide; 2012 to 2022
Source(s): IDC
 High performance computing (HPC) server revenue worldwide from 2015
to 2022, by vendor (in million U.S. dollars)
HPC server revenue worldwide by vendor 2015-2022

HPE Dell Lenovo Inspur IBM Sugon Atos Fujitsu Penguin NEC Cray SGI Other
18,000

16,000

14,000
Revenue in million U.S. dollars

12,000

10,000

8,000

6,000

4,000

2,000

0
2015 2016 2017 2018 2019 2020 2021 2022

31 Description: In 2022, Hewlett Packard Enterprise generated around 5.13 billion U.S. dollars from the high performance computing server market, occupying around 33 percent of the market in the process. Dell Technologies ranked second among vendors, generating
3.57 billion U.S. dollars in revenue. Read more
Note(s): Worldwide; 2015 to 2022
Source(s): Hyperion Research; insideHPC
 Leading 500 supercomputers vendor system share worldwide from 2018
to 2023
Top 500 supercomputers vendor system share worldwide 2018-2023

Lenovo HPE Inspur Bull / Atos Dell EMC Sugon Nvidia Fujitsu NEC MEGWARE Cray Inc IBM Huawei Others Penguin Computing
1.2%

1%

0.8%
System share

0.6%

0.4%

0.2%

0%
June 2018 June 2019 June 2020 June 2021 June 2022 June 2023

32 Description: As of June 2023, Lenovo ranked first among vendors for system share of the top 500 supercomputers worldwide, occupying 33.6 percent of the market. HPE ranked second, accounting for 20 percent of the top 500 supercomputers globally. Read more
Note(s): Worldwide; June 2018 to June 2023
Source(s): TOP500
 Technology companies ranked by expenditure on semiconductors
worldwide from 2014 to 2022 (in billion U.S. dollars)
Technology companies ranked by expenditure on semiconductors worldwide 2014-2022

Apple Samsung Electronics Lenovo Dell BBK Electronics

Xiaomi Huawei HP Inc. Sony Hon Hai
Others Hewlett Packard Enterprise LG Electronics Cisco Systems Kingston Technology
Western Digital Toshiba
700
Expenditure in billion U.S. dollars

600

500

400

300

200

100

0
2014 2015 2016 2017 2018 2019 2020 2021 2022

33 Description: As per recent data, in 2021, the total amount of global expenditures on semiconductors reached more than 601 billion U.S. dollars. Apple spent the highest amount of money on semiconductors with 67.06 billion U.S. dollars, whilst Samsung Electronics
occupied second place with a spend of 46.07 billion U.S. dollars. Read more
Note(s): Worldwide; 2014 to 2022
Source(s): Design & Reuse; Gartner
 Sources

Canalys
Design & Reuse
Gartner
Gizchina
HardwareZone
Hyperion Research
IDC
IHS
insideHPC
iSuppli
Lenovo
MacRumors.com
Statista
TOP500
TrendForce
VentureBeat

34