Supply chain
Top-5 notebook brands see combined shipments slip in May, says Digitimes Research
Jim Hsiao, DIGITIMES Research, Taipei

Notebook demand from users working from home weakened in May, but devices supporting online learning remained robust. The top-5 notebook brands together witnessed a mild on-month drop of 2% in May.

Because of decelerated sales from the work-from-home group, HP's notebook shipments fell 6% on month in May, while those of Dell were flat from a month ago, thanks to mass shipments of its new consumer models that had fully offset declines in the enterprise segment.

Lenovo had the strongest on-month shipment growth among the top-5 brands in May thanks to China-based e-commerce platforms' inventory preparations for the 618 shopping festival and increased Chromebook shipments.

The top-3 notebook ODMs' combined shipments were flat on month in May with Wistron being the only maker with on-month shipment growth, driven by Dell's orders for its high-end consumer notebooks.

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