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.