Global laptop demand is expected to recover, and Q2 shipments are expected to increase by 11% month-on-month.

[Gearbest News]Some time ago, demand for notebook computers slowed down and the market also shrank. On April 6, Gearbestlearned that the latest research released by TrendForce showed that global notebook computer shipments in the first quarter of 2023 were approximately 33.9 million units, a quarterly decrease of 13% and an annual decrease of 39%. The main reason is that the weak economy continues to affect consumer market confidence, dragging down the progress of complete notebook computer sales in the channel, and further prompting brands to reduce OEM orders to effectively adjust inventory pressure.

Global laptop demand is expected to recover

However, as the economy continues to pick up and people's enthusiasm for consumption increases, various industries accelerate recovery, and the consumer electronics industry will also inject new vitality. TrendForce said that in the second quarter, under the expectation that the inventory pressure of notebook computers and components will be alleviated, channel replenishment demand is expected to increase month by month, which will also drive notebook computer shipments to increase to 37.63 million units in the second quarter, a quarterly increase of 11%, but still an 18% decline from the same period last year.

Laptop shipments are expected to increase to 37.63 million units in the second quarter

It is reported that COMPUTEX will debut again at the end of May this year, and the brand plans to launch mid-range and entry-level models equipped with NVIDIA GeForce 40 series, as well as more affordable starting prices. In this regard, TrendForce Consulting believes that this move will expand the consumer group purchasing new graphics cards, and the demand will also increase.

In addition, TrendForce also pointed out that even if the peak season promotions in the second half of the year will still have a positive impact on the market, the sluggish recovery after the epidemic, the impact of inflation on the widening gap between consumption levels, and the reduction of corporate expenditures may cause global laptop shipments to be further revised downward in 2023, and the annual recession rate will converge to 13%. The market situation is still not optimistic.

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