PC industry sees rich-get-richer effect amid component shortages…Top 6 companies account for 80% of panel purchases

Global PC supply shortages are pushing notebook panel supply toward top brands such as Lenovo, HP, Dell, and Apple.

The top six PC brands are expected to account for 80.4% of panel purchases this year, signaling an unprecedented concentration.

Large vendors secured inventory through heavy advance orders in the first half, while smaller PC makers face longer lead times and production strain.

Omdia warns that supply instability and higher prices in the second half could further weaken PC demand.