Filter
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.
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.
Global notebook shipment forecast, 2026 and beyond
Global notebook shipments are expected to enjoy a CAGR of around 3% from 2025-2030.
Notebook shipment update, August 2025
Driven by seasonal stocking momentum and rush orders, the combined shipments of the top five notebook brands increased by over 13% month-on-month in August.
Notebook shipment update, July 2025
Due to strong shipment momentum in the second quarter of 2025 and the off-season in the education market, the combined shipments of the top five notebook brands fell by as much as 28% month-over-month.
Taiwan notebooks, 2Q 2025
As the US tariff exemption period nears its end, the elevated base of notebook inventory may lead to a quarter-over-quarter decline of 3.2% in global notebook shipments in the third quarter of 2025.
Notebook shipment update, May 2025
North American education procurement orders fall short of expectations; combined notebook shipments of the top five brands increase by only 12% month-over-month in May.
Notebook shipment update, April 2025
Under the dual impact of reciprocal tariffs and seasonal downturn, combined notebook shipments of the top five brands dropped by 26% month-over-month in April 2025.
Taiwan notebooks, 1Q 2025
The temporary suspension of US reciprocal tariffs has triggered a surge in order pull-ins from Vietnam and Thailand, with global notebook shipments expected to rise by 5.8% quarter-over-quarter in the second quarter of 2025.
Trump reciprocal tariff impact on NB industry
US reciprocal tariffs create a significant impact on the notebook industry; the crisis in Vietnam and Thailand has been temporarily resolved, and the export ratio to the US is expected to increase.