According to the latest laptop shipments report by TrendForce, concerns over the U.S.-China trade dispute and the Intel CPU shortage originally casted a conservative cloud over the overall outlook for the market in the second quarter (Q2) of the year. However, shipments actually grew 12.1% quarter over quarter with 41.5 million notebooks shipped.
Apple’s Mac laptops improved sales a bit. They tallied 3.2 million units in shipments and registered quarter-over-quarter growth of 1.7%. (BTW, TrendForce, like many other companies and pundits, is expect a 16-inch MacBook Pro to debut this fall.)
TrendForce points out that the North American market makes up one-third of global notebook demand, and brands started to stock up early in June to mitigate the impacts from punitive tariffs. Leading brand HP saw shipments reaching 4.4 million units in June, which forms the second time the company hits a single-month shipment high since it last did in the June of 2018. This also pushed its shipments for Q2 to 10.30 million units, bringing quarter-over-quarter growth to 11%.
Lenovo saw about 9 million units in shipments for Q2, registering a 34.2% growth QoQ. The company not only stocked up in order to mitigate risks during the US-China trade dispute, but also won bids in the North American market to provide 2 million Chromebooks, boosting shipment growth and allowing Lenovo to register a new shipment record for a single quarter since it last did in the fourth quarter of 2015.
Dell's shipments arrived at 7 million units thanks to the sales growth it enjoyed in the European markets of Q2, but endeavored to boost business performance since the end of 2018 last year when it returned to the shelves and enjoyed a rather large number of shipments in 1Q19, which formed its base period. This led to the 8.8% quarter-over-quarter decline in Q2.