News on July 4, "Kechuangban Daily" reported that the latest data showed that global notebook computer shipments reached 33.9 million units in the first quarter, a 13% decrease from the previous quarter. According to the survey results, starting in March, terminal sales channels in North America, Europe and Southeast Asia began to observe an increase in notebook computer orders. As consumers' disposable income is limited, the market mainly returns to mid-to-low-end consumer models, with retail prices between US$400 and US$600.
TrendForce predicts that global notebook computer shipments will reach 40.45 million units in the second quarter of this year, a month-on-month increase of 15.7%. Although it was still down 11.6% compared with the same period last year, it was the first increase in six consecutive quarters. Global notebook computer shipments are expected to continue to grow to 43.08 million units in the third quarter, and the quarter-on-quarter growth rate is expected to converge to 6.5%.
According to the editor’s understanding, TrendForce believes that due to the continued economic downturn, the laptop market is expected to be in a consolidation period throughout 2023, with overall shipments expected to be approximately It was 163 million units, a year-on-year decrease of 12.2%.
However, as the destocking work comes to an end, notebook ODM manufacturers are optimistic about the market prospects in the third quarter of 2023, showing signs of recovery in client demand. Many laptop supply chain companies, including connector and power supply manufacturers, believe that the worst situation in the laptop industry has passed and orders are gradually returning. However, when the market can ultimately return to pre-epidemic normalcy depends on the overall economy. situation.
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