Taiwan makers' combined notebook shipments in the fourth quarter of 2022 were weaker than DIGITIMES Research had anticipated, dropping 16% sequentially, slightly higher than that of the global total, and down over 40% on year.
Abstract
Year-end holiday demand in the fourth quarter of 2022 was seriously undermined by the economic downturn brought by rising global inflation and mature markets' interest rate hikes with global notebook shipments estimated to slip 16% sequentially and over 40% on year, and the situation is unlikely to improve much in the first quarter of 2023.
The consumer sector suffered high channel inventory, while demand from enterprises also plunged drastically in the fourth quarter, resulting in brand vendors significantly decelerating their order pull-ins for the quarter.
In addition to seasonality, with the economic downturn in mature markets in Europe and North America likely to persist and vendors' inventory at the channel having no chance to return to a safe level anytime soon, vendors' shipments are expected to hurt seriously in the first quarter of 2023.
Table of contents
Introduction
Chart 1: Notebook shipments, 4Q21-1Q23 (k units)
Chart 2: Global notebook shipments, 4Q21-1Q23 (k units)
Shipments breakdown
Clients
Chart 3: Shipments by major client, 4Q21-1Q23 (k units)
Chart 4: Shipment share by major client, 4Q21-1Q23
Chart 5: Global shipments by major vendor, 4Q21-1Q23 (k units)
CPUs
Chart 6: Shipments by CPU, 4Q21-1Q23 (k units)
Chart 7: Shipment share by CPU, 4Q21-1Q23
Screen size
Chart 8: Shipments by screen size, 4Q21-1Q23 (k units)
Chart 9: Shipment share by screen size, 4Q21-1Q23
Makers
Chart 10: Shipments by maker tier, 4Q21-1Q23 (k units)
Chart 11: Shipment share by maker tier, 4Q21-1Q23
Chart 12: Top maker shipments, 4Q21-1Q23 (k units)
Chart 13: Vendor-maker partnership, 4Q22 (k units)
Chart 14: Vendor-maker partnership, 3Q22 (k units)
Chromebooks
Chart 15: Chromebook shipments, 4Q21-1Q23 (k units)
Important factors
Components
Market sectors
Annual shipments
Chart 16: Taiwan and Global notebook shipments, 2018-2022 (k units)
Chart 17: Top maker shipments, 2019-2022 (k units)
Chart 18: Global shipments by major vendor, 2019-2022 (k units)
Chart 19: Vendor-maker partnership, 2022 (k units)
