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Notebook sales hold up –
for now

The first quarter of 2020 proved to be very difficult for many industries but the notebook market escaped the worst of the initial downturn due to the COVID-19 outbreak.

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According to Strategy Analytics’ newest report, the notebook market shrank by only -2% year-on-year in Q1 2020. Even bigger challenges lie ahead as depressed consumer demand spreads across the world in Q2, leaving top notebook vendors in a precarious situation.

The full report from Strategy Analytics’ Connected Computing Devices (CCD) service, Preliminary Global Notebook PC Shipments and Market Share: Q1 2020 Results can be found here: https://www.strategyanalytics.com/access-services/devices/tablets-and-pcs/connected-computing-devices/market-data/report-detail/preliminary-global-notebook-pc-shipments-and-market-share-q1-2020-results-070520

Chirag Upadhyay, Senior Research Analyst added, “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. As more families are stuck in their homes during quarantine orders, 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.”

Exhibit 1: Notebook Market Beat Gloomy Expectations in Q1 20201

Global Notebook PC Shipments by Vendor
(Preliminary Results, Millions of Units)

Vendor Q1 ’20 Q1 ’19 Quarterly Growth Y/Y
Lenovo 8.9 8.8 1%
HP 8.1 8.2 -1%
Dell 6.9 6.5 5%
Apple 3.0 3.6 -16%
Asus 2.5 3.0 -15%
Others 8.5 8.6 -1%
Totals 37.9 38.6 -2%

Global Notebook PC Market Share by Vendor
(Preliminary Results, % of Total Shipments)

Vendor Q1 ’20 Q1 ’19
Lenovo 23.5% 22.8%
HP 21.3% 21.2%
Dell 18.2% 16.9%
Apple 8.0% 9.3%
Asus 6.6% 7.6%
Others 22.5% 22.2%
Totals 100.0% 100.0%

Source: Strategy Analytics’ Connected Computing Devices service

1 All figures are rounded

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