The global demand for Windows laptop replacements has increased significantly since March. Among them, Huawei notebook shipments are expected to increase by 30-40% in the second quarter of this year, Tianfeng Securities analyst Ming-Chi Kuo said in a recent report released today.
Kuo said in the report that after the global outbreak of the new coronavirus, working from home has become a new trend. In addition to the need for Windows 10 communication functions, the global replacement demand for Windows laptops has grown significantly since March.
He said the latest survey shows that shipments of key parts and components for Windows notebooks in the second quarter of 2020 are expected to increase by about 20-30%.
It is worth noting that although Huawei is a new player in notebook computers, shipments are growing rapidly, and shipments are expected to increase by 100% to 6 million units in 2020.
In addition, benefiting from a significant increase in the demand for work from home in China, Huawei's shipments in the second quarter of 2020 are expected to increase by 30-40%.
At a time when almost everyone regarded the PC as an old industry, Huawei, which had only entered the PC market for two or three years, was impressive.
Last year, at the Huawei Mate 30 series mobile phone conference held in Shanghai, Yu Chengdong announced the latest results of Huawei notebooks, which increased by 249% year-on-year. This speed is very considerable in the PC market that is declining year by year.
Over the past three years, Huawei has produced a number of notebook products, such as MateBook, MateBook X / Pro, D, E, and MateBook 13, 14.
Product features include thin and light office, mainstream entertainment, two-in-one, and the integration of mobile phone design concepts. At the same time, it has brought many innovations in functions, such as one-touch transmission, multi-screen collaboration, etc. Has accumulated a good reputation in the market.
"We believe that the trend of working from home will not change due to the improvement of the epidemic. As the most important productivity tool, the outlook for shipments will be better than market expectations." Kuo said.
