The notebook computer market is facing an uncertain future due to various major events affecting the global economy. According to a recent analysis by TrendForce, global notebook shipments are expected to decline year-on-year in both 2022 and 2023. Meanwhile, US brands are adjusting their supply chain strategies, with Vietnam becoming an increasingly popular choice for the relocation of equipment production. Here are the details…
Notebook Computer Shipments for 1Q23 Are Projected Reach 10-Year Low
According to the latest reports, global notebook shipments will reach approximately 186 million units in 2022, a year-on-year decline of 24.5%. The outlook for the performance of the notebook computer market in 2023 remains uncertain, and total shipments are expected to Only 171 million units, a year-on-year decrease of 7.8%. This decline can be attributed to various major events affecting the global economy and politics, resulting in a sharp decline in the demand for consumer electronics.
Another concern is that the Lunar New Year holiday in 2023 will come earlier than usual, and notebook brands worry that the ongoing COVID-19 outbreak in China will become a huge market variable after the holiday. In addition, there are concerns that equipment shipments will affected by component shortages caused by another round of the pandemic. As a result, global notebook PC shipments are expected to decline 9.5% quarter-on-quarter to 35.1 million units in the first quarter of 2023, which is the lowest level in 10 years for first-quarter results.
The U.S.-China trade dispute has led to heightened geopolitical tensions and prompted major electronics brands to adjust their supply chain strategies. Of these, US brands have been the most active in shifting equipment production and finding alternative sources Component supply. Vietnam has become a popular choice for relocation because of its geographic and demographic advantages, including a relatively young and low-cost workforce. Compal Wistron, Foxconn and other ODM manufacturers have started to build notebook assembly lines in Vietnam to cope with Request from a US customer. In addition, a US laptop brand set a target to increase its share of device shipments from Vietnam to 20% by 2023, while reducing its share of device shipments from China to 20~30% by 2027.
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