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.
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.