PC manufacturers Quanta, Compal, and Inventec initially estimated that after the launch of their AI PC new products in the third quarter, the entire laptop supply market would experience a wave of strong replacement demand. However, following recent improvements in the upstream and downstream supply chain shortages, they revised their previously optimistic outlook to a more conservative one. The estimated peak growth period is projected to be from next year to the year after. The demand for laptops has gradually become evident, showing a year-on-year growth of 3.6%, and PC shipments are expected to stop declining and rebound.
