Industry Overview
A notebook computer is a portable microcomputer that integrates the main unit, display screen, keyboard, and touchpad. Powered by a rechargeable battery, it features a compact size, lightweight design, and high portability. It offers computing, storage, networking, and multimedia capabilities comparable to those of desktop computers, meeting the needs of various scenarios such as office work, study, entertainment, design, and programming. Relying on its high level of integration and mobility, it has become a mainstream computing device widely used in both personal and business scenarios.
Industry Development Background
Focusing on the four major directions of autonomous and controllable development, intelligent manufacturing, green and low-carbon transition, and high-end upgrading, the country has established a full-cycle support system guided by "Made in China 2025", supplemented by policies such as the 14th Five-Year Plan, information technology application innovation (Xinchuang), additional deduction for R&D expenses, and energy efficiency standards. These policies are driving the transformation of notebook computers from contract manufacturing to independent R&D, high-end, green, and intelligent development. They also strengthen the domestic substitution of core segments such as chips, panels, and systems, enhance the security and global competitiveness of the industrial chain, and align with the needs of the dual carbon goals and the digital economy.
Related Report: "2026-2032 China Notebook Computer Industry Development Potential Forecast and Investment Opportunity Insight Report" published by Hua Jing Industry Research Institute.
Industrial Chain Structure
1. Industrial Chain Structure of the Notebook Computer Industry
In the notebook computer industrial chain, upstream chips, memory, and screens determine performance and costs. Domestic substitution is accelerating, but high-end products still rely on imports. In the midstream, ODMs (Original Design Manufacturers) dominate manufacturing, with mainland China serving as a global base transitioning toward intelligent manufacturing. Downstream, online and offline channels are integrating, driven by Xinchuang and AIPC (AI Personal Computer) to upgrade the structure. The industrial chain is affected by the competition for AI computing power, rising raw material prices, and green policies, making global supply chain resilience and domestic substitution core competitiveness.
2. Upstream Analysis of the Notebook Computer Industry
In 2024, the market size of China's CPU (Central Processing Unit) industry was approximately 230 billion RMB, and it is expected to increase to 248.4 billion RMB in 2025. The growth is mainly driven by Xinchuang substitution, the popularization of AIPC, and the expansion of government and enterprise procurement. As the core component of notebooks, the price and supply of CPUs directly affect terminal pricing and product iteration. Market expansion has driven an increase in the market share of domestic CPUs, promoting the transformation of notebooks toward autonomous and controllable development and AI computing power upgrades. Meanwhile, the demand for AI computing power is squeezing production capacity, exacerbating the supply shortage of mid-to-low-end chips, raising the cost of complete machines, and forcing brands to position themselves toward high-end and differentiated strategies.
Market Development Status
In the first half of 2025, the global notebook computer market showed a steady recovery trend, with total sales reaching 93 million units, a year-on-year growth of 7.00%. This growth is mainly driven by the large-scale popularization of AIPC, the commercial replacement wave triggered by the end of support for Windows 10, and the recovery of global consumer demand. The market structure shows a clear divergence, with high-end AI notebooks and commercial notebooks becoming the main drivers of growth, leading to an increase in the average selling price of products.
Competitive Landscape
The global notebook computer market presents a highly concentrated and monopolized pattern led by top players: Lenovo, HP, Dell, Apple, and ASUS account for 78% of the top five market shares. Lenovo ranks first globally and holds an absolute lead in China; Apple has the fastest growth rate and a strong presence in the high-end market; HP and Dell steadily maintain their commercial segments; ASUS focuses deeply on the gaming sector. Domestically, Huawei is rising rapidly relying on its ecosystem, while Xiaomi and Honor are capturing the mid-to-low-end market. The industry is focusing on AIPC, high-end development, ecosystem building, and domestic substitution. The strong are getting stronger, mid-to-small brands are shrinking, and supply chain and technological barriers are continuously strengthened.
Industry Development Trends
AIPC has become the core growth engine of the notebook computer industry, shifting from concept hype to substantive popularization. Data shows that in 2025, global AIPC shipments reached 77.8 million units, accounting for 31%; in 2026, it will surge to 143 million units, with the penetration rate breaking through 55%. The core change is that the NPU (Neural Processing Unit) has become standard in mid-to-high-end models, supporting over 40 TOPS of edge AI computing power. It can locally run large models with tens of billions of parameters, realizing functions such as AI meeting minutes, intelligent noise reduction, document summarization, and image generation. The commercial market is the first to explode, with the end of support for Windows 10 and AI office needs driving enterprises to replace machines in batches. On the consumer side, rapid penetration is driven by national subsidy policies and experience upgrades. Technically, the x86 and ARM architectures are advancing on two fronts. Intel Core Ultra, AMD Ryzen AI, and Qualcomm Snapdragon X series dominate the market, while Apple's M-series chips consolidate high-end barriers with their self-developed advantages. This trend completely reconstructs product definition, with AI capabilities replacing pure performance parameters as the focus of manufacturer competition, while also pushing up hardware costs and accelerating industry reshuffling.
Hua Jing Industry Research Institute has conducted a detailed analysis of the development status and market supply and demand of China's notebook computer industry, and deeply analyzed the upstream and downstream industrial chains and the corporate competitive landscape, to minimize corporate investment risks and operating costs and improve corporate competitiveness. It also uses various data analysis techniques to predict industry development trends, enabling enterprises to seize market opportunities in a timely manner. For more details, please pay attention to the "2026-2032 China Notebook Computer Industry Development Potential Forecast and Investment Opportunity Insight Report" published by Hua Jing Industry Research Institute.
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