According to the upstream supply chain sources, due to the increase in components, materials and logistics costs, the terminal market price of the laptop is expected to rise in the second half of 2021.

Tycard media Digitimes reported that sources said that the demand for laptops will be strong in the second half of this year, but most orders will come from the corporate sector, not consumers and education sectors. Part of the shortage of components is also unlikely to improve before 2022.

The sources further pointed out that the top six laptop brands in the world - HP, Lenovo, Dell, ASUS, Acer and Apple now have the same views on the future of the laptop industry, that is, the short-term demand will be strong until the end of 2021, from the long-term The laptop will have rigid demand, because the habits of the epidemic have changed, and users will choose more online conferences, learning and entertainment in the next few years.

It is reported that HP CEO ENRIQUE LORES has recently said that the penetration rate of personal computers continues to rise, and the company's order backlog, which indicates that the demand for personal computers is strong.

Dell's revenue from the customer solution group (CSG) in the previous quarter increased by 27%, reaching a historic high of $ 14.3 billion, the Chief Operating Officer Jeff Clarke called strong laptop shipments were the main driving force.

In addition, Lenovo and ASU have pointed out that their channel stock is only 50% of normal levels and is working hard to fill blank. Hewlett-Packard and Dell also see that the demand of the enterprise department has changed, and the demand for consumers and education sectors has also changed.

Compared with HP, Dell and Lenovo, which have dominated in the enterprise field, is expected to be reduced, especially Acer, and most of its shipments are educational Chromebook.