Article source: 3DMGAME official number.
TechInsights has released its latest market research report, showing that global notebook shipments increased 7% year-over-year to 46.1 million units in the first quarter of 2024. Although poor macroeconomic conditions regardless of region have dampened the overall growth potential of PCS, demand from other regions has kept the market moving in a positive direction for the second consecutive quarter.
Lenovo led the global notebook market with 10.8 million units shipped, up 12 percent year on year, and its market share reached 23 percent. HP shipped 9.4 million units, up 7% from a year ago, and its market share reached 20%. Dell Computer, which has not performed well in the past year, ranked third with 7.6 million units shipped, but only 1% year-on-year growth and 16% market share. With the release of the MacBookAir equipped with M3 chips in the first quarter, Apple has relatively strong signs of recovery, achieving 29% year-on-year growth, shipments of 4.4 million units, and market share of 10%; Acer shipped 3.1 million units, more than 3 million units of Asus, ranked fifth, an increase of 5%, the corresponding market share of 7%, which may indicate that this year's Chromebook demand is expected to rebound trend.
Recently, Taiwan Semiconductor Manufacturing Company (TSMC) lowered its semiconductor growth outlook for 2024 from 20% growth to 10%, which will undoubtedly hit the sentiment of PCODM and OEM manufacturers. However, there are still many exciting places in the PC market in 2024, such as the release of the next generation of AI PCS, coupled with the imminent end of Windows10 support and PC replacement cycle, the market is not lacking in growth points, but the time to start may be slower than expected.
