According to the market research agency DIGITIMES Research recently, the epidemic has promoted the urgent effect of home office and education. In the second quarter, global notebook computer shipments will increase by more than 40% from the first quarter. The volume is expected to surpass Compal and become the leading OEM of notebook computers again.
DIGITIMES Research said that the new outbreak of pneumonia in January caused a major blow to the laptop supply chain in mainland China, which started operations in early February. However, in March, the foundry quickly increased the recovery rate, so the global notebook shipments in the first quarter were slightly better The forecast was made in February, but shipments were still down 26.1% from the fourth quarter of last year.
In addition, in the second quarter of this year, notebook computers have increased sharply due to the demand for home office and distance learning. Although some shipments in the first quarter have been delayed, the supply side still faces shortages and transportation problems. However, analysts at DIGITIMES Research expect this year In the second quarter, global notebook computer shipments will continue to increase by more than 40% from the first quarter, and grow from the same period last year.
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In terms of brand performance, DIGITIMES Research believes that laptop brand leader HP ’s shipments in the first quarter were not as expected due to lack of work in the foundry, and some shipments were postponed to the second quarter, plus the urgent orders benefited from business models In the second quarter, the shipment season growth rate will be better than Lenovo and Dell (Dell); the second-ranked Lenovo also benefits from the demand for business models at home, and due to the restoration of physical store sales in mainland China, it will help Lenovo to Goods increased; Dell has urgent orders on the US government, enterprises and education bids, and shipments in the second quarter are expected to grow significantly.
