TrendForce has published a very interesting prediction indicating that the laptop market will experience a significant recovery, and that this would have already started during the second quarter of the year. We don’t have the official results yet, so we can’t confirm it, but said prediction points to a growth of 15.7%.
To better understand the weight that this data would have, we must contextualize it, and thanks to the attached graph we have it very easy. During the first quarter of 2023 the laptop market fell by 10%. In total they were supplied 35 million units worldwide, a figure that in the second quarter of 2023 could grow, as we have said, by 15.7%, which would take us to a total of 40.5 million units supplied.
The numbers are important, but without a doubt the most interesting thing about this prediction is that we would finally return to the green numbers in a market that has been quite affected by the post-covid era. In the graph we can also see the TrendForce prediction for the last two quarters of the year, and in all of them we see a positive trendalthough with less marked growths.
If this forecast is fulfilled, in the third quarter of 2023 the total number of laptops shipped worldwide would rise by 6.5%, which would leave us with 43.1 million units supplied, and in the fourth quarter of 2023 that figure would rise by a 3.8%, so that we would place ourselves in 44.7 million units supplied.
Taking a general balance, we would have an accumulated growth, compared to the first quarter of 2023, of almost 10 million units, which is equivalent to almost 28% growth with the sum of the second, third and fourth quarters of 2023. Taking into account the previous results, and the impact of that post-covid era, it is clear that these results would be very positive, and that they point to a long-awaited recovery in the technology sector.
In general, TrendForce believes that 2023 will be a year of consolidation and recovery for the laptop sector, but even in the best of cases, the end of that year will occur with 163 million units supplied, a figure that would mean a drop. year over year of 12.2%. This tells us that although it will be a year of recovery quarter by quarter we won’t get to see a year-over-year recovery yet.
