TrendForce: Global notebook shipments in 2023 will be 166 million units, down 10.8% from the same period last year

News from this site on January 11, according to TrendForce’s latest report, the world is affected by high inflation, and the laptop market demand will be weak in 2023, with annual shipments of only 166 million units, a year-on-year decrease of 10.8%. However, the recession will be less severe than in 2022.

▲ Figure Source TrendForce

The report shows that in the first half of 2024, as the inventories of major notebook manufacturers gradually depleted, as well as the favorable conditions for slowing inflation, Under such conditions, the forecast index for a recent interest rate cut in the United States has risen. If the market expects that the United States will begin to cut interest rates as soon as the first half of this year, it will help reduce corporate financing and borrowing costs and increase liquidity levels. Coupled with the generational change of Microsoft systems, it will promote corporate users. The system security upgrade is expected to drive the demand for replacement of old notebooks with new ones.

Therefore, TrendForce expects that notebook market demand will improve quarter by quarter in 2024, and the global notebook computer market will show moderate growth, with an annual growth rate of approximately 3.6%, reaching 172 million units. .

This site learned from the report that TrendForce believes that innovative applications of AI are the key to determining the future growth of AI PCs. The agency said that this year’s CES manufacturers are mostly focusing on hardware competition. Even if consumers are willing to buy an AI PC for a try at a price that is more than 50% higher than the average selling price of ordinary notebooks, but returning to the pragmatic side, in the lack of AI In the case of killer applications, the growth space of AI PC penetration rate will still be relatively limited in 2024. Related software innovative applications are the key to whether AI PC can drive global notebook shipments to grow in the next two to three years. The essential.

Reference

Research report丨It is estimated that the global laptop market demand will increase by 3.6% annually in 2024, and AI innovative applications will determine the future growth of AI PCs The essential

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