Taipei, Thursday, October 2, 2014 02:42 (GMT+8)
partly cloudy
Taipei
26°C
2H 2012 notebook market trends and shipment forecast
Joanne Chien, DIGITIMES Research, Taipei [Friday 27 July 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
Global economic turmoil has seriously impacted growth in the PC market and it will remain weak (2Q-3Q) leading up to the launch of Windows 8, whose initial benefit will mainly be satisfying delayed demand from the third quarter. For the year, global shipments will reach 207 million, a growth rate of only 2.1% from 2011. Lenovo, Asustek Computer, Apple and Samsung will all achieve a strong performance to help them gain market share in the second half of the year, while HP and Dell will face a decline with Acer expected to maintain its ranking.
Abstract
Annual global notebook shipments, 2008-2012 (k units)

Global economic turmoil has seriously impacted growth in the PC market and it will remain weak (2Q-3Q) leading up to the launch of Windows 8, whose initial benefit will mainly be satisfying delayed demand from the third quarter. For the year, global shipments will reach 207 million, a growth rate of only 2.1% from 2011. The breakdown in notebook shipments between the first and second half of the year will be in a ratio of 47:53.

Notebooks with special form factors are still waiting for a breakthrough opportunity. For example, the penetration rate of ultrabooks is estimated to account for less than 5% of global notebook shipments in the fourth quarter, while notebooks with touchscreen control as well as models with a special form factor are both expected to account for less than 1%.

Notebooks that adopt a solid state drive (SSD) will account for 7.1% of total shipments in the fourth quarter, but around 70% of those shipments will be contributed by Apple products.

In the second half of the year, among notebook ODMs, only Quanta Computer and Compal Electronics will have a strong chance to achieve further growth. In terms of brand vendors, Lenovo, Asustek Computer, Apple and Samsung will all achieve a strong performance to help them gain market share, while HP and Dell will face a decline with Acer expected to maintain its ranking.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • Percentage of 5.5-inch smartphone panels shipped to China increasing

    Displays | 4h 2min ago

  • Touch panel makers see shipments for thin-film touch panels increase

    Displays | 5h 52min ago

  • Mobile payment company Alliance Digital Tech to come online by year-end 2014

    Before Going to Press | 4h 14min ago

  • Leadtek unveils wearable device for healthcare

    Before Going to Press | 4h 14min ago

  • BLU makers Forhouse, BriView complete merger

    Before Going to Press | 5h 11min ago

  • Japan Patent Office to cut examination process to 5 months

    Before Going to Press | 5h 12min ago

  • Digitimes Research: Spotify to affect Japan Internet music service industry

    Before Going to Press | 5h 20min ago

  • iPhone 6 Plus to account for 60% of total iPhone 6 device shipments

    Before Going to Press | 5h 21min ago

  • Digitimes Research: ARM Mali to become mainstream GPU architecture for China APs in 2H14

    Before Going to Press | 5h 36min ago

  • Quanta Changshu plants preparing for Apple Watch mass production

    Before Going to Press | 6h 8min ago

  • Leadframe maker Jih Lin to post EPS of NT$3 in 2014

    Before Going to Press | 6h 18min ago

  • New Wintel platforms may impact 4Q14 PC demand

    Before Going to Press | 6h 24min ago

  • ARM to set up IoT business unit

    Before Going to Press | 6h 25min ago

  • Taiwan market: Chunghwa Telecom to launch NFC mobile payment services

    Before Going to Press | 6h 43min ago

  • Windows 10 expected to have limited effect on boosting notebook demand

    Before Going to Press | 6h 47min ago

  • Samsung to host Tizen developer conference in China

    Before Going to Press | 6h 51min ago

Pause
 | 
View more

Demand and supply trends in the global sapphire industry, 2014-2015

RESEARCH EXTRAS | Sep 23, 15:58

This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments...

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

International Intelligent Aerotropolis and Logistics Forum
DIGITIMES Marketing Services
DIGITIMES Translation Services
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.