2025年全球笔电出货量预计将突破1.8亿台

Core Insights - The global laptop market is showing signs of recovery despite geopolitical factors and tariff uncertainties, with a projected annual shipment increase of approximately 2.2% in 2023, surpassing 180 million units [2][6]. - Southeast Asia is emerging as a key manufacturing base for laptops, driven by investments from major brands like Dell and Apple, with Vietnam's production capacity expected to reach 13.5% of the global share by 2025 [5][6]. Group 1: Market Trends - The laptop market is benefiting from zero tariffs on Southeast Asian imports to the U.S., leading brands to increase shipments in anticipation of demand [2]. - The second quarter of 2023 saw a significant shipment increase of 9.5% due to factors such as U.S. tariff exemptions and a surge in demand from the Chinese market driven by subsidy policies [2]. - The third quarter is expected to maintain positive growth, with a projected quarter-on-quarter increase of 7.5% as brands and suppliers continue to support the market through subsidies [2]. Group 2: Regional Manufacturing Developments - Southeast Asia has become a primary production base outside of China, with Vietnam and Thailand leading the way in laptop manufacturing due to favorable policies and investments [5]. - Vietnam's laptop production capacity is anticipated to grow rapidly, reaching 13.5% of the global market share by 2025, supported by major manufacturers like Compal and Wistron [5]. - Thailand is also expanding its production capabilities, with a projected capacity share of 6.7% by 2025, driven by HP's initiatives and local government incentives [5]. - Other regions such as India, Indonesia, and Brazil are also seeing increased local manufacturing efforts, with an expected global capacity share of 3.7% by 2025 due to local production requirements [5].