Best of Bloomberg Intelligence (01/25/2023)

Bloomberg Intelligence's Wu Jin Ho discusses the impact of recessionary pressures on demand, highlighting weak visibility into the second half of the year. The pandemic caused a distortion in PC buying, with sales peaking at 300 million units. However, the market is expected to revert to pre-pandemic levels of around 261 million units in 2023. Dell and HP face challenges, with expected declines in earnings. The future of the PC business involves market consolidation, with work-from-home trends sustaining demand for new PCs, especially notebooks, which have faster replacement cycles.

What is the primary reason for the slowdown in demand according to Wu Jin Ho?

• Increased competition

• Supply chain disruptions

• Recessionary concerns

• Technological advancements

What were the peak pandemic levels of PC sales according to the transcript?

• 400 million units

• 350 million units

• 260 million units

• 300 million units

What is the expected year-over-year decline for Dell's PC market in 2023?

• 15%

• 6%

• 11%

• 13%

Which companies hold approximately 70% of the US market share in the corporate PC sector?

• Samsung, Acer, Asus

• IBM, Cisco, Oracle

• Apple, Microsoft, Google

• Dell, HP, Lenovo

Why might there be an increase in demand for new PCs in the future?

• Environmental regulations

• Increased gaming popularity

• Work-from-home trends

• New software requirements