<p>➀ Dell and Apple's investments in Vietnam drive supply chain clustering, attracting brands and major ODMs like Compal and Wistron to expand production capacity.</p><p>➁ Vietnam and Thailand are key growth hubs, with Vietnam projected to account for 13.5% of global notebook production by 2025, while Thailand's share may reach 6.7%.</p><p>➂ Global notebook shipments are expected to rise 2.2% year-on-year in 2025, exceeding 180 million units, driven by strong Q2 (9.5% YoY) and Q3 (7.5% QoQ) growth.</p>
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