The latest forecast for notebook panel shipments for 2Q25 indicates a 7.6% increase QoQ, reaching 57.3 million units. This growth is driven by stronger purchasing volumes from the top six PC brands. Owing to changes in tariff policies and the need to build stock in the US market, HP is increasing its notebook panel purchases significantly from fewer than 10 million units in 1Q25 to 12 million units in 2Q25.
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Display Dynamics – April 2025: Notebook panel shipments, especially from HP, may rise in 2Q25 to meet surging demand driven by tariff risks
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The Analyst Team
Linda Lin
Follow AnalystSenior Principal Analyst, Tablet and Notebook Display and OEM
Linda Lin covers large-sized thin-film-transistor LCD panels and is in charge of survey reports covering manufacturers and vendors in the notebook panel supply chain. With her many years of experience, Linda has developed first-rate relationships throughout her extensive network of contacts and connections in the display industry.
Linda previously worked at LCD market research firm WitsView, leading research on panels and downstream products, including monitors and TVs. At the Market Intelligence & Consulting Institute, Taiwan’s chief information and communications technology market research group, she oversaw regional research for South and East Asia. It was during this time that Linda decided to make large-sized displays her main focus. Linda has a master’s degree in business administration from National Yunlin University of Science and Technology in Taiwan.
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