Taipei, Thursday, April 17, 2014 12:00 (GMT+8)
partly cloudy
Taipei
30°C
Digitimes Insight: Taiwan notebook shipments to increase over 6% sequentially in 2Q11
Joseph Tsai, DIGITIMES, Taipei [Tuesday 19 April 2011]

After three consecutive quarters of unsatisfactory performance, Taiwan's notebook shipments in the second quarter of 2011 are expected to remain weak and as shortages of components such as ICs for optical drives and hard drives, caused by Japan's earthquake on March 11, will start impacting the notebook supply chain in the quarter, despite Taiwan's notebook shipments will still see a sequential growth of 6.1%, they will see a drop of 2.1% compared to the volume a year ago, while global notebook shipments to see 8.8% growth on quarter and only 3.7% on year, according to Digitimes Research senior analyst Joanne Chien.

Global notebook shipments in the first half of 2011 are expected to reach only 98.02 million units and with the second-half currently still offering no big surprises, while netbook shipments are dropping, Chien believes that global notebook shipments in 2011 may grow only 5.8% on year to 210 million units, marking the first time for the notebook market to see annual growth that is not a double-digit percentage and also lower than the 20.1% in 2010.

As for the netbook segment, Acer's strategy of adjusting its orders for the second quarter will result in Taiwan notebook makers' total netbook shipments to drop to around 4.5 million units in the quarter. Although Taiwan's traditional notebook shipments will still achieve a growth of 9% sequentially, on-year growth will only reach 1.4%, a lot lower than 50% in the same quarter a year ago.

For the second quarter of 2011, Apple, Asustek Computer and Acer will be the top-three players having increased notebook order volumes to their partners, with Apple mainly benefiting from its newly launched MacBook Pro notebooks, while Asustek and Acer both had smooth inventory digestion.

As for notebook makers, Inventec, which used to be the fourth-largest notebook maker worldwide, will drop to number six in the second quarter with Foxconn Electronics (Hon Hai Precision Industry) to take fourth place with shipments of more than four million units in the quarter. Inventec's shipment volume in the second quarter will also have a gap of about 1.2 million units with the fifth largest, Pegatron Technology, Chien added.

Digitimes Research: Taiwan's notebook shipments, 1Q10-2Q11 (k units)

Source: Digitimes Research, compiled by Digitimes, April 2011

Realtime news
  • Unitech to ramp up capacity for any-layer HDI and flex-rigid boards

    Bits + chips | Apr 16, 21:46

  • FIC ruggedized tablet subsidiary receives procurement orders from Brazil

    IT + CE | Apr 16, 21:24

  • China market: Local smartphone vendors accelerating LTE launches

    Mobile + telecom | Apr 16, 21:13

  • Taiwan market: Epson launches CISS printers

    IT + CE | Apr 16, 21:10

  • O-Film expected to produce for 35% of handset touch panels in 2014

    Displays | Apr 16, 20:20

  • Taiwan solar cell makers see surging orders from China

    Green energy | Apr 16, 20:17

  • Digitimes Research: In-house no longer useful for Qualcomm

    Before Going to Press | Apr 16, 20:58

  • China white-box tablet vendors gaining foothold

    Before Going to Press | Apr 16, 19:58

Pause
 | 
View more
MSI product press release
China FPD industry, 2013-2016
DIGITIMES Translation Services
  • China flat panel display industry outlook, 2013-2016

    This Digitimes Research Special Report outlines and analyzes the key trends and players that are influencing the continued development of China large-size and small-to medium size TFT LCD panel industry, while providing related growth forecasts for the industry through 2016.

  • TD-LTE market developments and forecast, 2014-2016

    TD-LTE has become the mainstream global choice for the construction of 4G asymmetric frequency spectrum networks. This Digitimes Research Special Report examines the current global status of TD-LTE, and forecasts developments in the TD-LTE supply chain in China and worldwide through 2016.

  • ASPs of TD-LTE chips to remain stable initially as suppliers are limited

    While a number of IC vendors have begun shipping chips supporting TD-LTE, including base band chips, radio frequency chips, APs, SoC solutions and soft modems, shipments of base band chips account for a majority share of total TD-LTE chip shipments currently, according to Digitimes Research.