聯想擴大美國PC市場份額，Q4增速遠超戴爾惠普
導語：聯想在美搶奪惠普、戴爾市場份額
根據Canalys最新數據，2024年美國PC市場全年出貨量達6921萬台，同比增長5.2%。其中，聯想以1187.2萬台的出貨量穩居第三，市場份額從2023年的16.0%攀升至17.2%，進一步縮小與惠普(25.3%)、戴爾(22.8%)的差距。值得關注的是，聯想全年出貨量同比增速高達12.8%，遠超惠普的0.6%與戴爾的-4.1%。其中第四季度，惠普和戴爾更是出現-3.6%和-2.4%負增長。與此同時，聯想則保持了近12%的雙位數增速。
從數據中不難看出，排名第三的聯想和第四的蘋果，正在聯手瓜分惠普和戴爾的市場份額。若保持這一勢頭，聯想有望在未來2-3年內衝擊美國市場前二席位。
這一增長背後，美國PC市場正經歷兩大結構性變革：
• 商用需求爆發：Windows 10服務終止倒計時推動企業設備更新潮，企業換機需求提前釋放，商用市場2024年下半年同比增長9%；
• 消費端承壓：通脹與關税政策導致消費電子產品價格波動，中低端市場增長乏力。
在此背景下，聯想憑藉對商用市場的深度滲透和全球化供應鏈優勢，實現逆勢突圍。Canalys數據顯示，聯想與惠普、戴爾的份額差距已從2023年的10.4個百分點收窄至8.1個百分點，其增速表明頭部陣營的競爭格局正在鬆動。
聯想2024年在美國市場的強勁表現，本質是一場"精準戰略"對"傳統巨頭"的挑戰。其12.8%的增速是行業均值(5.2%)的2.5倍。
這背後，不僅得益於微軟宣佈Windows 10支持將於2025年10月終止後，企業換機需求提前釋放。聯想產品的全價格帶覆蓋，也直接分流惠普和戴爾等頭部品牌的用户。
面對美國對華加徵關税的潛在風險，聯想的供應鏈"抗壓體質"同樣碾壓競爭對手 。聯想墨西哥工廠可以承接北美訂單，利用北美自由貿易協定(USMCA)的零關税政策降低終端售價，形成競爭優勢。
2024年美國PC市場證明，在存量競爭時代，廠商的勝負手不再是單一產品創新，而是對核心市場的縱深把控能力。聯想憑藉商用領域的精準卡位、供應鏈的彈性佈局，以及從價格帶到服務生態的全方位覆蓋，正持續縮小與頭部廠商的差距。儘管短期內貿易政策可能帶來波動，但其"全球化+本地化"的雙軌策略，已為衝擊更高市場份額埋下伏筆。對於惠普和戴爾而言，一個更危險的挑戰者正在加速靠近。
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