Taipei, Friday, July 1, 2016 23:17 (GMT+8)
thunderstorms
Taipei
31°C
Digitimes Research: Notebook brand vendors and ODMs enjoy around 10% growth in September
Joanne Chien, DIGITIMES Research, Taipei [Thursday 3 October 2013]

Global top-five notebook brand vendors and top-three ODMs enjoyed on-month shipment growths of 13% and 9% in September, respectively. Among first-tier vendors, Hewlett-Packard (HP), Acer and Dell achieved better performance than the others. HP shipped 3.5 million notebooks in September, while Acer shipped over 1.5 million units due to the release of its new entry-level non-touchscreen notebooks. Dell achieved a double-digit percentage growth on month in September with the launch of new products.

In September, Inventec and Wistron had better performance than their fellow competitors, enjoying on-month growth between 15-20%. Inventec's growth was mainly due to increased orders from HP, while Wistron benefited from orders from Dell and Lenovo. Compal had an on-month shipment growth of around 10% in September, but Pegatron saw its notebook shipments drop below one million units due to Asustek's orders.

Intel's announcement of a series of entry-level products during the Intel Developer Forum (IDF) and Compal's decision to acquire smartphone ODM Compal Communications were two major events in September.

Intel is expected to significantly reduce its Bay Trail processor prices to compete for more share in the mobile device market. Intel also announced that the IT market will be able to see US$99-199 Intel-based tablets, sub-US$350 2-in-1 devices and US$300 Haswell-based Chromebooks in the future, showing its conviction to breaking through bottlenecks.

Although Taiwan ODMs are unlikely to be able to achieve further changes in the mobile device market in 2013, events such as Apple's strategy of separating its orders among several ODMs, Microsoft's acquisition of Nokia's mobile business, and HTC's difficulties created by its supply chain, are expected to provide some opportunities for ODMs.

Digitimes Research believes that Compal's acquisition of Compal Communications will accelerate the evolution of the mobile device manufacturing industry.

Taiwan server shipment forecast and industry analysis, 2016

RESEARCH EXTRAS | Apr 1, 15:47

Strong demand from the cloud computing market helped Taiwan's server shipments grow 12.5% on year to break 10 million units in 2015, accounting for 90.7% of worldwide shipments and the percentage is expected to grow to 91.1% in 2016. This Digitimes Research Special...

China smartphone touch-panel industry 2016 forecast

CHINA SMARTPHONE | Feb 6, 17:23

In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key...

Global tablet market – 1Q 2016

GLOBAL TABLET | Jun 1, 14:09

There were an estimated 44.89 million tablets shipped globally during the first quarter of 2016, falling 31.3% on quarter and 12.1% on year.

China smartphone AP shipments – 1Q 2016

CHINA SMARTPHONE AP | May 27, 16:04

First-quarter 2016 smartphone AP shipments in China were slow with a sequential decrease of 16.9%.

Taiwan handsets – 1Q 2016

TAIWAN MOBILE DEVICE | May 26, 16:04

Taiwan's handset brand vendors and ODMs both saw sharp declines in their shipments in the first quarter of 2016. The brand vendors' shipments will improve in the second quarter due to launches of new models, but the ODM shipments will drop further.

China smartphone touch-panel industry 2016 forecast
Display panels for wearable devices
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.