Shulou(Shulou.com)11/24 Report--

CTOnews.com April 6 news, research institute TrendForce Jibang Consulting released a report today, the first quarter of 2023 global laptop (laptop) shipments of about 33.9 million units, month-on-month decrease of 13%, year-on-year decrease of 39%, mainly because the weak economy continues to affect consumer market confidence, drag down the channel laptop complete machine to change progress, but also further promote the brand to reduce the foundry orders, in order to effectively adjust inventory pressure.

In the second quarter, under the expectation that the inventory pressure of notebook computers and components will ease, the channel replenishment demand is expected to increase month by month, and at the same time, the shipment volume of notebook computers in the second quarter will increase to 37.63 million units, an increase of 11% from the previous quarter, but still a decline of 18% compared with the same period last year.

▲ The excerpt report of TrendForce Jibang Consulting CTOnews.com is as follows:

Corporate revenues have been shrinking, dragged down by weak demand, and the Federal Reserve raised interest rates again this month to a range of 4.75% to 5%, the highest rate since the eve of the 2007 financial tsunami. With financing and borrowing costs rising to new highs, it can be seen that enterprises strictly control financial expenditures. In addition to delays in procurement plans, they also implement manpower streamlining plans at the same time, which may further affect the shipment volume of commercial models.

On the other hand, three years later, COMPUTEX Taipei Computer Show will be launched again at the end of May this year. The brand plans to launch a mid-range, entry-level new machine equipped with NVIDIA GeForce RTX 40 series, which has a more people-friendly starting price. TrendForce Jibang Consulting believes that this will expand the consumer base for purchasing new graphics cards and increase demand accordingly. At the same time, AI topics rise, focusing on high-performance e-sports, creator models are also attracting attention, even if they belong to niche products, they are still expected to become incentive factors in the consumer market.

Even if the peak season promotion activities in the second half of the year will still have a positive impact on the market, however, the delayed recovery after the epidemic, the expansion of inflation impact consumption levels, and the reduction of corporate spending may further reduce global laptop shipments in 2023, with the annual recession rate converging to 13%.

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