Notebook shipment update, April 2026

Affected by weakened channel stocking momentum and a high base period, shipments of the top five notebook brands fell 33% sequentially in April 2026.

Henry Chang • Jun 3, 2026

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Taiwan notebook industry, 1Q 2026: 1Q26 beats expectations, but US-Iran war clouds 2Q26 outlook

Affected by the US-Iran war and notebook price hikes, global notebook shipments are likely to increase only 4.4% quarterly in the second quarter of 2026.

Henry Chang • May 7, 2026

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Notebook shipment update, February 2026

February 2026 notebook industry observation: Capacity sharply reduced during the Lunar New Year holidays, and component shortage persists; shipments of the top five notebook brands decrease 5% month-on-month.

Henry Chang • Apr 1, 2026

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Notebook shipment update, January 2026

Memory price surge and CPU shortages led the global top five notebook brands' shipments to slump nearly 40% month-on-month in January 2026.

Henry Chang • Mar 10, 2026

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Taiwan notebook industry, 4Q 2025

Soaring memory prices prompt vendors to stock up early, with global notebook shipments to decrease by over 13% quarter-over-quarter in the first quarter of 2026.

Henry Chang • Feb 11, 2026

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Notebook shipment update, November 2025

Surging memory prices trigger an order pull-in wave by brand vendors, with combined monthly notebook shipments of the top-5 brands rising 6% from a month ago in November.

Henry Chang • Dec 31, 2025

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Windows handheld gaming device specs and shipments

Benefiting from AI upscaling technology and NPU-assisted AI computing, global Windows handheld gaming device shipments are expected to grow by over 50% in 2026.

Staff writer • Dec 19, 2025

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China ITAI PC industry

Significant breakthroughs in specific areas of China's ITAI PC industry; the localized features of AI PC break the Wintel monopoly in the consumer market.

Staff writer • Nov 17, 2025

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Notebook shipment update, October 2025

Stronger order pull-ins in the prior two quarters led to a 25% month-on-month decrease in combined notebook shipments from the top-5 brands.

Henry Chang • Nov 27, 2025

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Taiwan notebooks, 3Q 2025

Apple's fourth-quarter 2025 notebook shipments will be strongly driven by new products, but overall notebook shipments worldwide are expected to decline by 6% quarter-on-quarter during the period.

Henry Chang • Nov 10, 2025

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