Global notebook shipments made a around 5% sequential decline in the fourth quarter of 2023 before enjoying a minor increase in the first quarter of 2024 thanks primarily to robust orders from the eduction procurement sector
Abstract
Global notebook shipments, not including detachable models, had a performance stronger than expected in the first quarter of 2024, down only 3.5% sequentially, better than the usual seasonal decline of 15% in the past years.
The growth benefited from a low comparison base in the fourth quarter of 20203 because seasonality only had a limited influence on the quarter's shipments, while Intel had postponed the launch of its latest CPU platform and some channels pulled in their orders early to avoid the rising notebook quotes.
Shipments in the second quarter will grow slightly from a quarter ago. Even though mature markets will continue to be undermined by the slow season, North America's education procurement and enterprises sectors will both see shipment increases in the second quarter.
Table of contents
Introduction
Chart 1: Notebook shipments, 1Q23-2Q24 (k units)
Chart 2: Global notebook shipments, 1Q23-2Q24 (k units)
Shipments breakdown
Clients
Chart 3: Shipments by major client, 1Q23-2Q24 (k units)
Chart 4: Shipment share by major client, 1Q23-2Q24
Chart 5: Global shipments by major vendor, 1Q23-2Q24 (k units)
CPUs
Chart 6: Shipments by CPU, 1Q23-2Q24 (k units)
Chart 7: Shipment share by CPU, 1Q23-2Q24
Screen size
Chart 8: Shipments by screen size, 1Q23-2Q24 (k units)
Chart 9: Shipment share by screen size, 1Q23-2Q24
Makers
Chart 10: Shipments by maker tier, 1Q23-2Q24 (k units)
Chart 11: Shipment share by maker tier, 1Q23-2Q24
Chart 12: Top maker shipments, 1Q23-2Q24 (k units)
Chart 13: Vendor-maker partnership, 1Q24 (k units)
Chart 14: Vendor-maker partnership, 4Q23 (k units)
Chromebooks
Chart 15: Chromebook shipments, 1Q23-2Q24 (k units)
Important factors
AI PC and memory
Annual shipments
Chart 16: Taiwan and Global notebook shipments, 2019-2023 (k units)
Chart 17: Top maker shipments, 2020-2023 (k units)
Chart 18: Global shipments by major vendor, 2020-2023 (k units)
