Before the pandemic, the overall laptop industry had already entered a long "sunset year": from 2013 to 2019, the annual shipments of the laptop industry have actually fluctuated between 160 million and 170 million units, without much change. In 2022, global laptop shipments will be 2.1626 million units.
In the context of the global computer market logic undergoing an upgrade from "one computer per family" to "one computer per person", the long-term growth space for laptops in the Chinese market is expected to open up further. Affected by the COVID-19 pandemic, China's mobile office equipment market, such as laptops, has seen significant growth in 2020-2021, with domestic laptop shipments growing at an average annual compound rate of 27.62% from 2020 to 2021. In 2022, the growth in laptop sales slowed down as the explosive growth demand for mobile office and online education was basically met. In 2022, the size of China's laptop market will be 141.7 billion yuan, a year-on-year decrease of 4.66%.
The outbreak of remote office demand in 2020 has strongly stimulated the laptop market, but as most consumers began to own one or more computers, this round of growth quickly saturated. In 2022, China's commercial laptop market shipments will be 92,000 units, and the consumer market shipments will be 205,000 units. Although the market size is still higher than before the epidemic, there has been a clear downward trend. The boom brought by the epidemic to the personal computer market has ended.
Although the overall growth of the laptop market has slowed down, higher demand continues to emerge in various market segments. For example, the gaming laptop market has always been an important source of demand for high-performance laptops. In the commercial field, creative professionals in industries such as designers, photographers, and video editors are also increasing in demand for high-performance laptops, including the pull of virtual reality (VR) and augmented reality (AR) on the application side. Scientific research and engineering fields also require large-scale data processing, simulation, and calculation. High-performance laptops can provide faster processing speeds and larger storage capacity to meet the needs of scientists and engineers. The proportion of high-performance notebooks in China's notebook computer market continues to rise, and the proportion of new machines in 2022 reached 28.9%, which is in a steady rise.
With the popularization of the Internet and the diversification of information acquisition methods, the market demand for content producers continues to increase, and the demand for high-quality content by users on social media platforms continues to grow. Under this trend, the user touchpoints of brand marketing activities continue to increase, and content producers are also required to continue to provide high-quality content to attract users' attention and attention, attract more users with valuable content, and improve brand awareness and reputation. China's designer computer commercial market shipments have experienced rapid growth in the past few years and are expected to be close to 4 million units in 2024.
The notebook computer market with gaming as its product positioning has long maintained a stable growth momentum, and the update and iteration of computer games continue to drive players to update their devices. The integration of AI engines by processors will give AI notebook computers a unique advantage in optimizing the gaming experience. It is shown that the scale of China's gaming notebook computer market will reach 7.4 million units by 2022, with a compound annual growth rate of 15.7% in the past five years.
In 2022, China's laptop exports amounted to US$96.892 billion, down 10.7% year-on-year; the average export price of laptops was US$585.03 per unit. From January to September 2023, China's laptop exports amounted to US$56,990,875,000, down 25.2% year-on-year; the average export price of laptops was US$537.09 per unit.
In 2022, the top ten countries in terms of my country's laptop exports were the United States, the Netherlands, Germany, India, Japan, the United Kingdom, Hong Kong, China, Australia, the United Arab Emirates, and South Korea, accounting for 77.45% of my country's exports of this product. Among them, the United States is the most important market for my country's laptop exports, with an export value of US$34.317 billion, the Netherlands' laptop exports were US$9.177 billion, and Germany's laptop exports were US$7.948 billion.
This article is excerpted from the "Analysis of China's Laptop Industry Industry Chain, Market Size, Shipments and Export Value in 2023" released by the China Economic Industry Research Institute. If you need to obtain the full text, you can enter the China Economic Intelligence Network to search and view.
After more than 40 years of development, laptops have developed into a highly mature and highly concentrated industry. More than 60% of the global market share is firmly held by three brand manufacturers, Lenovo, HP and Dell. According to the data in 2021, the market share of the three brands is as high as 24%, 22% and 17%. Apple followed closely behind, with shipments reaching 22.4 million units, accounting for 9% of the global market share.
China's PC penetration rate is low, and China's share of the global PC market will steadily increase. In 2022, Lenovo Group's PC operating income was US$42.469 billion. It is expected that China's PC market will account for 17%, 17.4% and 17.8% of the global market in 2023-2025 respectively.
The research team of China Economic Industry Research Institute uses a combination of desktop research, quantitative surveys and qualitative analysis to comprehensively and objectively analyze the overall market capacity, industrial chain, operating characteristics, profitability and business model of the notebook computer industry. Scientifically use SCP model, SWOT, PEST, regression analysis, SPACE matrix and other research models and methods to comprehensively analyze the market environment, industrial policy, competition pattern, technological innovation, market risk, industry barriers, opportunities and challenges of the notebook computer industry. According to the development trajectory and practical experience of the notebook computer industry, carefully research and compile the "2025-2031 China Notebook Computer Industry Market Competition Pattern and Development Trend Forecast Report", which provides important reference for investment decision-making, strategic planning and industrial research of enterprises, scientific research, investment institutions and other units.