Supply chain
Top-5 notebook brands see July shipments surge 34% on year, says Digitimes Research
Jim Hsiao, DIGITIMES Research, Taipei

The world's top-5 notebook brands saw their combined shipments (excluding detachable models) for July 2020 surge 34% on year and slip about 1% from the year's high in June, according to Digitimes Research.

The impressive growth was due partly to pandemic-fueled stay-at-home economic activities still lingering, and partly to vendors kicking off volume shipments for Japan's GIGA School Project, which looks to provide one notebook for each student at elementary and junior high schools.

Among the vendors, HP saw its July shipments fall 4% sequentially on shrinkages in demand from both enterprise and consumer markets. Lenovo's shipments for the month rose 2% sequentially thanks to its affiliated Fujitsu and NEC ramping up shipments of GIGA School notebooks. Dell's shipments dropped 2% sequentially because of weakening work-from-home demand, but its shipments of Chromebooks and consumer models were better than expected, preventing its overall July shipments from shrinking further.

Meanwhile, the top-3 notebook ODMs saw their combined July shipments increase 2% sequentially and 40% on year, with Quanta Computer showing the best performance for fulfilling substantial orders for Chromebooks, Digitimes Research notes.

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