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.
Table of contents
Introduction
Key factors affecting global notebookshipments
Chart 1: Notebook shipments, 2Q23-4Q24 (k units)
Chart 2: Global notebook shipments, 2Q23-4Q24 (k units)
Shipments breakdown
Clients
Chart 3: Shipments by major client, 2Q23-4Q24 (k units)
Chart 4: Shipment share by major client, 2Q23-4Q24
Chart 5: Global shipments by major vendor, 2Q23-4Q24 (k units)
CPUs
Chart 6: Shipments by CPU, 2Q23-4Q24 (k units)
Chart 7: Shipment share by CPU, 2Q23-4Q24
Screen size
Chart 8: Shipments by screen size, 2Q23-4Q24 (k units)
Chart 9: Shipment share by screen size, 2Q23-4Q24
Makers
Chart 10: Shipments by maker tier, 2Q23-4Q24 (k units)
Chart 11: Shipment share by maker tier, 2Q23-4Q24
Chart 12: Top maker shipments, 2Q23-4Q24 (k units)
Chart 13: Vendor-maker partnership, 2Q24 (k units)
Chart 14: Vendor-maker partnership, 1Q24 (k units)
Chromebooks
Chart 15: Chromebook shipments, 2Q23-4Q24 (k units)
Annual shipments
Chart 16: Taiwan and Global notebook shipments, 2020-2024 (k units)
Chart 17: Top maker shipments, 2021-2024 (k units)
Chart 18: Global shipments by major vendor, 2021-2024 (k units)
