In the second quarter demand for laptops will grow again

In the second quarter, demand for laptops will grow again, but it will still be lower than a year ago

Laptops were in high demand amid a pandemic and manufacturers increased production. However, after the epidemiological situation in the world improved, the expanded production led to the fact that surpluses of laptops formed in the camps. In the first quarter of this year, shipments of new laptops were down 39% compared to the same period last year, and they’re set to increase steadily this quarter, although they’ll be declining annually.

    Image source: AMD

Image source: AMD

According to analysts TrendForce, steady growth should not reassure market participants for nothing, because year-on-year the delivery volume of laptops for the current quarter will still drop by 17.7% to 37.63 million units. However, this is 11% more than was delivered in the first quarter of this year (33.9 million units). Compared with the fourth quarter of last year, in the first quarter of the current volume of shipments of laptops decreased by 13%.

According to TrendForce experts, the Federal Reserve’s interest rate hike from 4.75% to 5% will lead to an increase in financing costs and a decrease in demand for laptops by commercial customers. At the end of May, the Computex trade fair will be held in full in Taiwan after a three-year break. Notebook manufacturers should present more affordable gaming systems based on NVIDIA GeForce RTX 40 series discrete graphics cards. High-performance laptops will also be in high demand given the growing interest in artificial intelligence systems, according to the forecast’s authors.

In late 2023, according to TrendForce officials, the slow recovery of the economy after the pandemic and high inflation will limit demand for laptops in the consumer sector, and corporate customers will also save money. As a result, global laptop shipping volume will decrease by 13% by the end of 2023.


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Johnson Smith

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