Global top-5 notebook brands see February shipments rise over 10% monthly and yearly, says DIGITIMES Research

Jim Hsiao, DIGITIMES Research, Taipei 0


DIGITIMES Research's study on the global top-5 notebook brands, not including Apple, and the top-3 ODMs' shipments in February 2024 (shipment volumes do not include detachable models) showed their combined shipments enjoyed a 10% month-on-month increase and a 13% year-on-year increase.

The shipment increases can be accredited to the rising shipments of brand vendors' new notebooks powered by Intel's latest CPUs. The shipment increases are also due to strong demand from Europe and emerging markets, according to DIGITIMES Research's newest update on global notebook shipments.

Among the top-5 notebook brands in February, Lenovo, the leading brand, performed the best with a 36% month-on-month increase in shipments, driven by a push to meet its annual targets. Hewlett-Packard (HP) saw a 10% on-month increase due to volume shipments of its new models. Dell's growth was modest at 6% due to conservative attitudes among enterprise customers, the report's figures show.

The top-3 ODMs saw a 6% on-month increase in their combined notebook shipments in February, with Quanta performing the best with a 9% on-month increase, mainly due to increased orders for new notebooks from its major customers HP and Apple.

If Inventec and Pegatron are included, the combined notebook shipments of the top-5 ODMs in February grew 3% compared to the same period in 2023, not as strong as the top-3's growth, mainly because Asustek's order pull-ins from Pegatron were not as robust as in 2023.

Looking ahead to March, Lenovo's push to meet its annual shipment targets, along with some channels stocking up early in response to subsequent price increases for new products, are favorable factors. Coupled with the usual season pattern in March, the total shipments of the top-5 brands are expected to increase dramatically in March.