IT for the pros: the stocks are back

There was a time not so long ago when getting a screen or PC from one of the major suppliers took three to five weeks. Blame it on the lack of ingredients, caused by the Covid 19 mess.

But it’s over. “We’ve changed the dynamic in recent months,” said Benjamin Colin, director of sales of Asus ’B2B & Distribution IT for the French market. “The year 2021 is very complex, very dynamic. We had stock shortages then, but now we don’t. »

On the IT side for professionals, “2020 was a year of urgency in the first incarceration, and we had to face the second wave in 2021”, he explains. What has an impact today on the current market dynamics. On the one hand, orders slowed down, on the other hand, stocks were replenished. The nuances remain.

“Today, there is a distortion between large account equipment and SMEs. The market is recovering faster for the small and medium sized business market than for large accounts. Conclusion, “we’re not going down, but we’re out of big sales increases in 2020 and 2021”, suggests Asus ’commercial director.

“Hybrid working has proven to be a major driver”

For the first quarter worldwide, desktop computer shipments rose 30% year-on-year in the first quarter of 2022, thanks to the return of office employees, according to Canalys. Additionally, pros fitting into hybrid work are also demanding high-end laptops, which helps push industry revenue for the quarter up 40% year-over-year, Canalys said.

“Hybrid working has proven to be a key driver for delivery to professionals, as employees rely on their devices for productivity more than ever,” said Canalys analyst Brian Lynch. “Features have become increasingly important to support hybrid workstyles, such as better audio/video and longer battery life, giving professionals more reasons to request upgrades to their devices. . »

“The underlying trend is hybrid work, it’s become normal life”, confirmed Benjamin Colin. “In addition, the implementation of a flexible workplace has an impact on the mobility component. This has implications for the specific functioning of the machine. At Asus, in the ExpertBook models, the specific keys for in the management of videoconferences appeared two years ago.Touch screens – which are increasingly moving to the 16/10 format – and replaceable parts of machines are the two other major trends that will revolutionize machines.

Another trend caused by teleworking, is the use of docking accessories in a dual office / home equipment logic.

Finally, in terms of workstation security, the latest models see the arrival of locking functions via NFC or smart card (a smartphone, badge or smart card can unlock the device).

And the pro market is unlikely to weaken in the coming months, even if the recession is looming. Demand for computers for professionals is expected to remain strong this year, and this will help limit the overall decline in shipments expected, Canalys said. This is also the forecast of the Gartner firm, which sees four reasons for the overall resumption of IT investments:

  1. The digital transition is not over yet. Stopping the transition that started during the pandemic in the middle is the worst option. The resulting information system (IS) will not be hybrid, but costly, durable and ineffective.
  2. You need flexible management tools in times of collapse. And on the infra side, cloud-based solutions increase the elasticity and scalability of IT costs.
  3. Deeper engagement with customers: Digital channels promote deeper engagement with customers, which is likely to make them more loyal. They expand the value of the relationship.
  4. Visibility to act more efficiently: information, generated by analytics and artificial intelligence (AI), gives the organization a clearer picture of real demand, operations, costs, quality, etc. Particularly useful for navigating in turbulent weather.

Gartner acknowledges, however, that consumers and CIOs are in an uncomfortable position to balance investment needs with the flexibility to manage those costs in the event of a severe slowdown. But the company goes on to say that being half -committed to the digital transition is worse than not.

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