Global notebook shipments performed better than originally expected, shrinking only 9.5% sequentially and less than 35% on year in the first quarter of 2023, and the volumes will grow back 9% sequentially in the second quarter.
Abstract
Global notebook shipments performed better than originally expected, shrinking only 9.5% sequentially and less than 35% on year in the first quarter of 2023, and the volumes will grow back 9% sequentially in the second quarter.
The performance in the first quarter was driven by brand vendors' keen inventory digestion and component procurement deceleration, strong demand from the gaming sector, and a wave of robust short-term orders in March.
With their inventory digestion reaching an end in the early second quarter, brands' new notebooks to begin volume shipment, and a recovery in the education sector's demand, Taiwan's shipments are expected to resume sequential growth in the second quarter with on-year decline shrinking to only slightly less than 15%.
Table of contents
Introduction
Chart 1: Notebook shipments, 1Q22-2Q23 (k units)
Chart 2: Global notebook shipments, 1Q22-2Q23 (k units)
Shipments breakdown
Clients
Chart 3: Shipments by major client, 1Q22-2Q23 (k units)
Chart 4: Shipment share by major client, 1Q22-2Q23
Chart 5: Global shipments by major vendor, 1Q22-2Q23 (k units)
CPUs
Chart 6: Shipments by CPU, 1Q22-2Q23 (k units)
Chart 7: Shipment share by CPU, 1Q22-2Q23
Screen size
Chart 8: Shipments by screen size, 1Q22-2Q23 (k units)
Chart 9: Shipment share by screen size, 1Q22-2Q23
Makers
Chart 10: Shipments by maker tier, 1Q22-2Q23 (k units)
Chart 11: Shipment share by maker tier, 1Q22-2Q23
Chart 12: Top maker shipments, 1Q22-2Q23 (k units)
Chart 13: Vendor-maker partnership, 1Q23 (k units)
Chart 14: Vendor-maker partnership, 4Q22 (k units)
Chromebooks
Chart 15: Chromebook shipments, 1Q22-2Q23 (k units)
Important factors
Components and software
