TrendForce released a report today, the first quarter of 2023 global laptop shipments of about 33.9 million units, down 13%, down 39% year-on-year, mainly due to the weak economy continues to affect consumer market confidence, dragging down the progress of the channel notebook computer whole machine, but also further prompted brands to reduce the foundry In the second quarter, the number of notebooks and notebooks in the market decreased by 13% and 39% year-over-year.
In the second quarter, under the expectation that the pressure on notebook machine and component inventories will ease, the channel is expected to strengthen the demand for backfill month by month, while driving the second quarter notebook shipments to 37.63 million units, up 11% YoY, but still down 18% from the same period last year.
The company is expected to see an increase in the number of notebooks shipped in the second quarter to 37.63 million units, but still an 18% decline from the same period last year.
The report is as follows:
Weak market demand has dragged down corporate revenue, while the U.S. Federal Reserve announced another 1-yard interest rate increase this month, raising the benchmark interest rate to 4.75% to 5%, the highest since the eve of the 2007 financial tsunami. Financing and borrowing costs have climbed to new highs, and it can be seen that the corporate side is tightening control over financial spending, in addition to delaying procurement plans and implementing manpower streamlining plans at the same time, which may further affect shipments of business machines.
On the other hand, after three years of absence (kuí wéi, meaning parting), COMPUTEX Taipei will be back at the end of May this year, and the brand plans to launch new mid-range and entry-level models equipped with NVIDIA GeForce RTX 40 series, with a more affordable price, TrendForce believes that this move will expand the consumer base to purchase new graphics cards, and demand will also The demand for new graphics cards will also increase. Meanwhile, with the rise of AI topics, high-performance gaming and creator models are also attracting attention, and even though they are niche products, they are still expected to become an incentive for the consumer market.
Even though peak season promotions in the second half of the year will still have a positive impact on the market, the delayed recovery from the epidemic, inflationary impact on consumer distance expansion and corporate spending cutbacks are likely to cause further downward revisions to global notebook shipments in 2023, with the annual decline rate converging to 13%.
