The global shipment of laptops is expected to decline by 13% in Q1 2023 to around 33.9 million units, due to various factors such as the continuing impact of the sluggish economy on consumer confidence, rising inflation, and reduction in corporate expenditures. The pandemic’s lingering effects have affected the consumer market, resulting in a decrease in the progress of selling laptops in the channel. As a result, brands are reducing their orders from OEMs to manage inventory pressure. In addition, Q1 2023 is expected to see a 39% decline in shipments compared to the same period last year.

Galaxy Book 3 Series
Galaxy Book 3 Series

However, things are looking up for Q2 2023. The inventory pressure of notebook computers and components is expected to ease, resulting in a month-on-month increase in demand for channel replenishment. The shipment of laptops is estimated to rise to 37.63 million units in Q2 2023, representing an 11% increase from the previous quarter. However, even with this improvement, the shipment of laptops in Q2 2023 is still expected to be 18% lower than the same period last year.

Although the peak season promotions in the second half of 2023 could have a positive impact on the market, the annual decline rate of global notebook shipments is expected to converge at 13% in 2023 due to various factors. Nevertheless, the upcoming COMPUTEX Taipei Computer Show in May 2023 is expected to expand the consumer base for new graphics cards and increase demand. The rising popularity of AI and high-performance e-sports and creator models may also drive the market, albeit as a niche product.

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