According to IDC, Q1 2020 sees spike of around 30% Y-o-Y in demand for notebooks and tablets across Europe, as coronavirus (aka Covid-19) lockdowns lead companies to equip employees to work from home while students set themselves to study remotely.
"This has led to many retailers and distributors in W. Europe running out of stock," the analyst says. "Disruption to the supply chain in China following the lockdown in Wuhan over the Chinese New Year cut deliveries into the European market by approximately 15%–20% in Q1 2020. More than 90% of the portable PCs and tablets imported into Europe are manufactured and assembled in China.”
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