Content Overview: my country is one of the world's major producers of laptop computers, with a huge production scale. From 2019 to 2021, my country's laptop computer production increased year by year. By 2022, my country's laptop computer production fell to 227.1783 million units. In 2023, my country's laptop computer production fell to 179.2219 million units. The reason for the decline in my country's laptop production is the decline in market demand. With the increase in market penetration, especially in urban areas, the laptop market has become saturated, and the growth rate of new users has slowed down, resulting in a decrease in overall demand.

Related listed companies: Lenovo Holdings (HK.03396), Raytheon Technology (872190), Tongfang Co., Ltd. (600100)

Related companies: ASUS Computer (Shanghai) Co., Ltd., HP China Co., Ltd., Suzhou Samsung Electronics Computer Co., Ltd., Dyna Technology (Hangzhou) Co., Ltd., Dell (China) Co., Ltd., Shenzhen Beida Founder Digital Technology Co., Ltd., Huawei Technologies Co., Ltd.

Keywords: Notebook computer industry chain, notebook computer industry development status, notebook computer industry development trend

I. Definition and classification of notebook computer industry

Laptop, also known as portable computer, handheld computer, PDA or laptop, is a small, portable personal computer. It is characterized by a compact body, which is easier to carry than a desktop computer, and its weight is usually between 1 and 3 kilograms. With the development of technology, the development trend of notebook computers is getting smaller and lighter, and at the same time more powerful.

2. Analysis of the notebook computer industry chain

The upstream of the notebook computer industry chain is mainly divided into hardware and software. The hardware mainly includes basic hardware such as notebook shell, LCD screen, processor, cooling system, positioning device, memory, battery, graphics card, touchpad, etc. The software mainly includes basic software and application software. The basic software mainly includes basic software such as operating system, database system, language processing system, etc. In the middle of the industry chain, notebook computers mainly include alternative, mainstream, thin and light, ultra-portable, gaming, tablet computers, etc. The downstream is mainly individual consumers, various types of enterprises, educational institutions, etc. The difference between notebook computers and desktop computers lies in portability. It has different requirements for the motherboard, central processing unit, memory, graphics card, computer hard disk capacity, etc.

Related report: "China's notebook computer industry market panoramic survey and strategic consulting research report" released by Zhiyan Consulting

3. Development history of China's notebook computer industry

The development history of China's notebook computer industry has been tortuous and has achieved remarkable results. When it started in the 1980s and early 1990s, the domestic business was mainly desktop-related, the notebook computer market was dominated by foreign brands, and the technology and production scale of domestic enterprises were limited. From the mid-1990s to the early 21st century, domestic enterprises entered this field through OEM cooperation, and some launched their own brands, but the gap with foreign brands was obvious. From 2001 to 2010, it developed rapidly. After joining the WTO, market demand increased greatly, domestic brands rose, Lenovo acquired IBM's personal computer business, and Shenzhou focused on cost-effective products. At the same time, the industrial chain has been continuously improved, parts manufacturing has developed, and sales channels have been diversified. From 2011 to the present, it has been in the stage of transformation and innovation. Emerging technologies such as mobile Internet have promoted technological innovation, and breakthroughs have been made in ultra-light and long-lasting technologies, such as Huawei's MateBook series. Market segmentation meets personalized needs, and products for specific industries have emerged. Moreover, the industry is moving towards high-end manufacturing, involving high-end notebooks and mobile workstations, and actively working on key technology research and development, environmental protection and sustainable development, and continuously improving its competitiveness in the global market.

4. Analysis of the upstream of the industrial chain of China's notebook computer industry

In recent years, my country's chip production has shown a steady growth trend. According to data released by the National Bureau of Statistics, China's chip production will reach 451.4 billion in 2024, a year-on-year increase of 22.2%, and the average daily production will reach 1.24 billion. This data shows that China has maintained a strong growth momentum in the field of chip manufacturing, and the scale of production has continued to expand. The growth of domestic chip production will help improve the stability of chip supply in the notebook computer industry. When more chips can be provided domestically, notebook computer manufacturers can have more domestic supply channels to choose from in the face of tight global chip supply, reducing the risk of production stagnation caused by external supply interruptions. However, due to the current limited domestic production of high-end chips, in the production of high-end notebook computers, it is still highly dependent on imported chips. Once the international situation changes, such as trade frictions or foreign technology blockades, the supply of high-end chips for notebook companies may be seriously affected, thereby limiting the launch of high-end notebook computer products and the improvement of market competitiveness.

my country's display panel production occupies an important position in the world, with a large scale and a continuous growth trend. In recent years, as domestic display panel companies continue to increase investment and technological innovation, my country has become the world's largest display panel producer. Whether it is liquid crystal display panels (LCD) or organic light-emitting diode (OLED) panels, the output is steadily increasing. In 2023, my country's display panel output reached 163.35 million square meters. This shows that my country has made significant progress in display panel production, and the substantial increase in output reflects the expansion of the industry scale and the enhancement of production capacity. The growth of display panel production and technological development in my country help reduce the cost of laptops. Due to the large domestic display panel production, laptop manufacturers can get more choices and more favorable prices when purchasing display panels.

V. Analysis of the development status of China's laptop industry

my country is one of the world's major producers of laptops, with a huge production scale. From 2019 to 2021, my country's notebook computer production increased year by year. By 2022, my country's notebook computer production fell to 227.1783 million units. In 2023, my country's notebook computer production fell to 179.2219 million units. The reason for the decline in my country's notebook production is due to the decline in market demand. With the increase in market penetration, especially in urban areas, the notebook computer market has become saturated, and the growth rate of new users has slowed down, resulting in a decrease in overall demand. In the future, with the continuous development and application of AI technology, laptops will realize more intelligent functions and application scenarios. This will promote technological innovation and industrial upgrading in the notebook computer industry, thereby increasing production and added value.

VI. Analysis of key enterprises in China's notebook computer industry

Lenovo, Dell, Huawei, Raytheon Technology, Samsung, HP, Asus and other companies have their own layout in the notebook computer business. Lenovo occupies an important position in the market with high cost performance and strong performance; Dell has adjusted its product line to improve market response speed; Huawei focuses on innovation and user experience and plans to launch a series of new products; Raytheon Technology focuses on high-performance gaming notebooks; Samsung regards AI as an important driving force for future development; HP has deep strength and forward-looking layout in the field of AI PC; Asus has won market recognition with innovative products such as the Lingyao series. In my country's notebook computer industry, the competition is quite fierce. International brands such as Lenovo, HP, and Dell compete with local brands such as Huawei and Asus, forming a diversified market pattern. With the development of user needs and technology, competition will focus more on innovation, performance and user experience.

Lenovo Holdings is a large-scale comprehensive enterprise spanning industry and investment, focusing on strategic investment and financial investment. Its business includes three major sectors: core asset operation, asset management, and "Lenovo Star" incubator investment. Its member companies include Lenovo Group (Lenovo), Legend Capital, Hony Capital, etc. Lenovo Holdings focuses on technological innovation and R&D investment. Through global layout and diversified investment, it has achieved remarkable results in information technology, financial services, agriculture and food. Lenovo Holdings has made global layout in the notebook computer business through Lenovo Group. Lenovo Group provides a full range of services from personal computers, smart devices to data center solutions, and its notebook computer products enjoy a high reputation and market share worldwide. Lenovo Group has a rich product line of notebook computers, including ThinkPad series, YOGA series, Savior series and other brands, which meet the needs of different consumers. At the same time, Lenovo Group also focuses on technological innovation and R&D investment, and continuously launches competitive new products and technologies. In 2023, Lenovo Holdings' operating income was 436.012 billion yuan, a year-on-year decrease of 9.85%. From January to June 2024, Lenovo Holdings' operating income was 233.364 billion yuan, a year-on-year increase of 15.94%.

Founded in 2014, THUNDEROBOT is a maker company invested and incubated under the "people-oriented" model of Haier Group. As a full-scenario e-sports equipment brand, Thunder Technology is committed to providing users with high-performance, high-quality, and high-value high-end e-sports equipment solutions. Its business layout focuses on user needs, and gradually forms a new pattern of dual-wheel drive development of "full-scenario e-sports + domestically produced computer products". In terms of notebook computer business, Thunder Technology mainly focuses on e-sports notebooks. Its e-sports notebook products break the industry hardware specifications, redefine the hardware standards of professional e-sports notebooks, and lead the personalized design trend in the field of gaming notebooks with its extraordinary ID design. Thunder Technology's e-sports notebook product line includes the ZERO series and 911 series of e-sports notebooks for e-sports users, and the T-BOOK series of thin and light notebooks for office people. In 2023, Thunder Technology's operating income was 2.555 billion yuan, a year-on-year increase of 5.8%. From January to September 2024, Thunder Technology's operating income was 2.007 billion yuan, a year-on-year increase of 3.61%.

VII. Future development trends of China's notebook computer industry

1. Diversification of product forms

In the future, the product forms of notebook computers will be more diversified. As consumers' demand for laptops continues to upgrade, more innovative products will appear on the market. For example, new products such as scroll screen notebooks and folding screen notebooks will continue to emerge, and these products will bring users richer interactive experiences and usage scenarios. At the same time, laptops will also be divided more finely according to the needs of different user groups, such as e-sports notebooks for gamers and creator notebooks for content creators. These products will pay more attention to personalization and customization to meet the diverse needs of users.

2. High performance

High performance is an inevitable trend in the development of laptops in the future. With the continuous advancement of core hardware technologies such as processors and graphics cards, the performance of laptops will be significantly improved. In the future, laptops will be able to easily cope with various high-performance requirements, such as large-scale games, complex design tasks, etc. At the same time, in order to meet users' demand for battery life, the battery capacity and fast charging technology of laptops will continue to improve to ensure that users can get a more lasting experience during use.

3. Software and ecological optimization

Software and ecological optimization will be an important direction for the development of laptops in the future. With the continuous upgrading and improvement of the operating system, laptops will provide a more intelligent and convenient operation experience. For example, through the AI assistant function, users can manage files, organize desktops, answer questions, etc. more efficiently. At the same time, the improvement of the cross-device collaborative ecosystem will also bring users a more seamless user experience. In the future, the collaboration between PCs and other smart devices such as smartphones, tablets, smart wearable devices, etc. will be closer, and users can quickly share data, synchronize tasks and relay operations between different devices to improve the efficiency of work and life.

The "China Laptop Industry Market Panorama Survey and Strategic Consulting Research Report" (hereinafter referred to as the "Report"), carefully compiled by the Zhiyan Consulting expert team, was released. The "Report" aims to start from the national economic and industrial development strategy, analyze the future market trend of the laptop industry, tap the development potential of the laptop industry, predict the development prospects of the laptop industry, and help the high-quality development of the laptop industry.

This "Report" starts from the development environment, overall operating situation, operating status, import and export, and competition pattern of the national laptop industry in 2025. It systematically and objectively analyzes the development and operation of my country's laptop industry, and looks forward to the development trend of China's laptop industry in 2025. The "Report" is a book that systematically analyzes the development status of China's notebook computer industry in 2025. It has important reference value for comprehensively understanding the development status of China's notebook computer industry and conducting academic research and practices related to the development of the notebook computer industry. It can be read and referred by relevant personnel such as government departments, scientific research institutions, industrial enterprises, etc. engaged in the notebook computer industry.