Global Notebook Shipments Expected to Grow by 4.9% in 2025, Business Demand Emerges as a Key Driver
TrendForce reports that the global notebook market in 2024 is projected to recover at a moderate pace, hindered by high interest rates and geopolitical uncertainties. Annual shipments are forecast to reach 174 million units, marking a 3.9% YoY increase. Looking ahead to 2025, reduced political uncertainty following the U.S. presidential election and the Federal Reserve's rate cuts in September 2024 are expected to stimulate capital flow. Combined with the end-of-service for Windows 10 and demand for commercial device upgrades, global notebook shipments are predicted to grow by 4.9% to 183 million units in 2025.
TrendForce notes that notebooks remain primarily productivity tools, with shipment growth driven largely by deferred replacement demand. The impact of AI-integrated notebooks on the overall market remains limited for now. However, AI features are expected to naturally integrate into notebook specifications as brands gradually incorporate them, resulting in a steady rise in the penetration rates of AI notebooks.
TrendForce notes that notebooks remain primarily productivity tools, with shipment growth driven largely by deferred replacement demand. The impact of AI-integrated notebooks on the overall market remains limited for now. However, AI features are expected to naturally integrate into notebook specifications as brands gradually incorporate them, resulting in a steady rise in the penetration rates of AI notebooks.