Although AI notebooks are expected in H2, their high prices are expected to delay consumer purchases.
The contributions of AI models are expected to become evident in 2025, driven by demands for business upgrades which are expected to boost shipments by 5% year-on-year.
OEMs are relocating production lines out of China and turning to Vietnam and Thailand as favored alternatives.
TrendForce reckons that Vietnam’s share of notebook manufacturing is expected to rise to 6% in 2024, driven by the proactive efforts of Dell and Apple.
Thailand’s share is set to climb to 2.3%, fuelled by HP’s collaboration with Quanta and Inventec’s entry into local production in H2.
TrendForce reckons that the proportion of notebook manufacturing outside China will increase from 7.2% in 2023 to 12.4% in 2024.
