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Global notebook shipments are expected to grow less than 1% sequentially in the third quarter of 2024 after enjoying a nearly 8% increase from the second quarter due to brand vendors' conservative attitude and the high base period in the previous quarter.
Abstract
With transportation costs rising, notebook brand vendors and channels had suppliers advance shipments ahead of schedule to meet growing demand in the second quarter of 2024, with the education market in North America seeing stronger-than-expected seasonal growth and China's market recovery picking up pace.
As a result, global notebook shipments (excluding detachable models) were better than expected in the second quarter, rising 7.8% sequentially.
However, brand vendors will still be quite conservative about placing orders in the third quarter, while new notebook models for the peak season will carry higher average selling prices (ASP). Global notebook shipments will grow only 0.9% in the third quarter compared with the relatively high base of the second quarter. Seasonal demand will be weaker than usual.
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