HP is the second-largest PC maker behind Lenovo, according to Gartner and IDC. Lenovo CEO Yuanqing Yang said on a conference call on Thursday that most of its factories in China had reopened, but similarly warned that supplies would be constrained this quarter.. "Demand worldwide on PC is still very, very good," Lenovo operating chief Gianfranco Lanci said. "And probably in Q1, the entire market, the entire industry will not have enough supply." Dell, the third-largest PC vendor, will report earnings on Thursday.