Notebook market: How HP, Dell, Lenovo, Apple performed

The notebook shipments grew 10.2 percent quarter on quarter and 2.8 percent year on year to 41.08 million units in Q2, research firm TrendForce said.
Notebook market share Q2 2018
The traditional sales season and commercial tenders will drive demand in the global notebook market in Q3. The anticipated quarter on quarter growth in notebook shipments is 5-6 percent in Q3.

TrendForce said total notebook shipments will dip 0.2 percent in 2018 due to tough market conditions and supply issues.

Notebook shipments will be negatively affected by issues with the supply of key components in Q3 and the full year of 2018. The report said supply problem has shifted from passive components to CPUs.

“Shipments of Intel’s new CPU may be delayed to the end of the third quarter, and inventories of older CPUs have been much depleted by the earlier stock-up activities,” said Kou-Han Tseng, TrendForce notebook analyst.

Notebook leaders

HP is the leader in the global notebook market. HP has benefited from the strong demand in the commercial tender market as well as growth in shipments of its Chromebooks and consumer notebooks.

HP’s shipments rose by 19.7 percent quarter on quarter to 10.77 million units, accounting for 26.2 percent of the global market.

Lenovo is the second largest notebook brand. While Lenovo’s shipments grew 3.8 percent quarter on quarter to 8.2 million units, its market share dropped from 21.2 percent in Q1 2018 to 20 percent in Q2 2018.

Dell is the third largest notebook player. Dell’s shipments rose 30 percent quarter on quarter to 8.05 million units.

Dell increased its market share to 19.6 percent in Q2 from 16.6 percent in Q1.

Acer jumped to fourth place in the ranking whereas Apple fell to sixth place in the global notebook space.

ASUS fell to fifth with its market share at 7.4 percent. ASUS’s performance in the notebook market in 2Q18 was negatively affected by the leftover inventory from the previous quarter. Apple retreated to sixth with its market share sliding to 6.5 percent.