Strategy Analytics has released a research report showing that in the first quarter of 2020, global notebook PC shipments were 37.9 million units, a year-on-year decline of 2%. The first quarter of 2020 has been very difficult for many industries. But the notebook market escaped the worst of the initial downturn due to the COVID-19 outbreak.
As said, the notebook market shrank by only -2% year-on-year in Q1 2020. Probably this is related to the fact that many have had to work and educated from home. In this sense, tablets are not the best solution.
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Chirag Upadhyay, Senior Research Analyst at Strategy Analytics, said: ‘Notebook vendors with a heavy reliance on China for its supply chain and those which did not have high levels of inventory before the COVID-19 outbreak had most difficulty in Q1 on a global basis. From a consumer demand standpoint, the vendors which are most reliant on the Chinese domestic market experienced the biggest downturns. All of that aside, the notebook market only shrank -2% year-on-year. And compared to most other consumer electronics segments, this should be considered a success in a very tough environment.’
Eric Smith, Director – Connected Computing said, ‘We expect that as COVID-19 spreads globally in Q2, large corporations and educational institutions will place more orders for notebooks to support work/learn-from-home initiatives around the world.’ He said that more families are stuck in their homes during quarantine orders. So there are too few productivity devices for all members of a household to get their work done. Consumer demand will be soft as average people face economic hardship. But commercial demand could balance out that softness.
