![]() ![]() However, as Q2 unfolds and inventory levels of finished products and components start to stabilize, supply chain pressures should ease, triggering a wave of restocking demand. Notebook brands were primarily focused on reducing excess terminal inventory in 1Q23, which led to slower procurement and subsequently impacted ODM sell-in sales. TrendForce expects this upward trend to persist into the third quarter, estimating global notebook shipments to reach 43.08 million units, albeit at a decelerated growth rate of 6.5%. However, despite this growth, shipments are still down by 11.6% YoY. This marks a pivotal turnaround after six consecutive quarters of decline. Shipments are projected to hit 40.45 million units-a QoQ increase of 15.7%. TrendForce has predicted a noticeable recovery in the global notebook market for 2Q23.
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