HP, Lenovo Had 50% Share of Q2 Notebook PC Sales; Shipments Up 27%

Shelter-at-home activity in Q2 drove 27% year-on-year growth in notebook PC shipments, reported Strategy Analytics Thursday. HP and Lenovo had about half of the unit volume, with Lenovo holding a 200,000-unit edge over HP’s 13.4 million shipments. HP totals were 42% higher than in Q2 2019. Total shipments in the quarter were 54.2 million. Dell shipped 8.4 million, 15.6% share; Apple 4.6 million, 8.5% share, and Acer 3.6 million, 6.7%, said SA. Vendors improved supply chain demand by working closely with channel and retail partners, said analyst Chirag Upadhyay. “Most vendors started the quarter by delivering panic buy/backlog orders which were held back in March due to the lockdown imposed on majority of the countries,” said Upadhyay, but as the quarter progressed, all vendors were able to fulfill customer orders efficiently. The biggest surprise of the quarter was the robust demand generated from consumers buying their own devices for work, study and play despite tough economic headwinds, said analyst Eric Smith. Chromebooks got a boost from schools and consumers in the quarter.