The Notebook industry is coming off of a few successful years of shipment and revenue growth due to high demand during the commercial refresh cycle. Vendors, however, are facing uncertainty as economic growth plummets, unemployment skyrockets, and the second half of the year poses new COVID-19 infection threats as people in the Northern Hemisphere spend more time indoors during the fall and winter. Commercial and institutional demand to support work/school-from-home efforts is boosting demand in the short term; whether these behaviors will last in the long-term is a more complex issue.
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