What They Say
We were digging around to find the source of an article by The Elec that suggested that the current LCD Panel oversupply will continue to 2023, quoting Trendforce, when we found an interesting blog post from the end of last month on notebooks that we missed at the time. The article said that Lenovo, Dell, HP, Apple, Asus, and Acer, the world’s six leading notebook computer OEMs, account for a total business laptop market share of as high as 94%, which is a double-digit percentage gain compared to a market share of 80.8% in 2021.
Shipments of business laptops originating from the six major OEMs in 2022 is estimated to reach 80.29 million units, an increase of 8.2% compared to 74.22 million units in 2021, which is contrary to the YoY decline of 6.7% in the overall global business laptop market from 2021 to 2022. The trend is primarily due to a sharp decrease in the supply of small market share business laptops from OEMs such as Samsung, NEC, Huawei, and Xiaomi.
Business laptops are expected to reach 85.45 million units in 2022, a YoY decline of approximately 6.7% compared with 91.55 million units in 2021. However, shipments of business laptops will account for 43.8% of total shipments of all laptops (including business, consumer, and Chromebook laptops), setting a record for highest proportion of shipments in the past five years.
Business laptop shipments in the global notebook computer market is expected to diminish to 74.94 million units in 2023, and YoY decline will expand to 12.3%.
What We Think
This is an interesting finding. The companies that have suffered in this market all have plenty of other strengths to support a push back into notebooks, but will they? I was reminded when I saw this story that a friend who is an analyst recently pointed out to me the excellent value for money of Samsung notebooks at the moment. This data suggests the reason for very competitive pricing. (BR)
This is the only notebook from Samsung at Best Buy today and is surely a bargain!
