IDC: Policy and digital demand driving China's industrial computers back into growth orbit.

Recently, the International Data Corporation (IDC) released the "China Industrial Computer Market Tracking Report". According to IDC's latest forecast, the shipment volume of industrial computers in China will reach 3.78 million units in 2024, a decrease of 2.8% compared to the previous year. Continuous policy guidance and the market's deepening demand for industrial digitalization will lead the Chinese industrial computer market back to a growth trajectory. It is expected that by 2028, the shipment volume will reach 6.19 million units, with a five-year compound growth rate of 9.7%. Decreased customer demand is expected to put pressure on the market in 2024 According to IDC data, the shipment volume of industrial computers in China in the third quarter of 2024 was 953,000 units, a decrease of 2% compared to the previous year. The annual shipment volume is expected to reach 3.78 million units, a decrease of 2.8% compared to the previous year. From the perspective of shipment share, more flexible industrial motherboards were the main shipment devices in 2024, accounting for 34% of the market share, with desktop industrial control computers and fanless embedded industrial control computers ranking second and third. Insufficient demand is the main reason for the decrease in shipment volume in 2024. Major customers in industries such as new energy manufacturing and rail transportation released their demand for industrial control equipment, including industrial computers, in advance in 2023 for expansion and production line upgrades. The uncertainty of external factors such as geopolitical issues also had a negative impact on market demand. Stable market competition landscape, domestic enterprises expected to further increase their market share The competition landscape of the industrial computer market is relatively stable, with Advantech and Adlink still leading brands in the Chinese industrial computer market. In the third quarter of 2024, Advantech, Adlink, and Lianhua together accounted for over 50% of the market share. However, the market concentration of industrial computers is relatively low, and a large number of local manufacturers are also active in the industrial computer market. According to IDC data, the shipment volume of domestic manufacturers accounted for 41% in the first three quarters of 2024. Influenced by policy drives and external factors, the demand for localization of various industrial control equipment in the Chinese market is expected to increase, and the shipment volume of local industrial computer manufacturers is expected to steadily increase. Driven by multiple factors, the market will return to a growth trajectory IDC predicts that the Chinese industrial computer market will return to a path of rapid growth in 2025, with the overall shipment volume expected to reach 6.19 million units by 2028. Continued implementation of policies encouraging the digital transformation of the manufacturing industry, increased demand from the industry brought by the "new quality productivity" industry, and the potential applications of industrial computers in emerging intelligent terminals such as Siasun Robot & Automation will provide sufficient momentum for the market's subsequent growth. Wang Kai, IDC's research manager in China, believes that industrial computer manufacturers should pay more attention to industry customer demand. As industry professionalism and differentiation increase, the demand for general-purpose industrial control devices is gradually being replaced by highly customized industrial control devices. Whether manufacturers can keep up with the trends of China's industrial transformation and development, as well as the demand for emerging intelligent terminal products and manufacturing equipment, and timely provide various computer devices that meet customer needs will be the key ability that manufacturers need to focus on improving.