What They Say
Digitimes Research reported that the notebook market continues to be buoyant with the global top-5 brands’ combined notebook shipments in November 2020 reaching the second highest-ever monthly level. The demand is from Europe and North America and the total is only behind the total for October. HP was down and Lenovo saw its November shipments pick up due to increased Chromebook shipments by its Japanese sub-brands and ramp-ups in own-brand Chromebook. Dell, which enjoyed major education procurement orders and built up a high comparison base in October, witnessed a sharp on-month decline in November shipments.
The top-3 ODMs together saw shipments dip 4% on month in November. Quanta Computer’s shipments further increased in the month to reach a new record. Compal Electronics saw a significant drop in November shipments due to weaker-than-expected orders from Dell.
What We Think
Happy days for some! (BR)
Omdia released this notebook forecast in October 2020. It quoted 22.2 million Chromebooks in 2020.
