Taipei, Friday, September 22, 2017 16:04 (GMT+8)
mostly cloudy
Taipei
34°C
Digitimes Research: Taiwan notebook shipments to drop to only 35 million units in 4Q13
Joanne Chien, DIGITIMES Research, Taipei [Tuesday 15 October 2013]

Global notebook shipments are expected to drop 3.2% sequentially and 13.4% on year in the fourth quarter as brand vendors' new notebook models featuring entry-level/mid-range Haswell processors and Windows 8.1, were mostly shipped in September.

China's National Day holidays, which reduced the available working days in October, and ODMs' decisions to shift some of their orders for October to September to satisfy demand for the holidays also impacted global fourth-quarter notebook shipments.

Facing Lenovo raising its in-house notebook production rate to about 33%, up 10pp from the third quarter, Taiwan's notebook shipments are expected to drop 5.9% sequentially and 18.2% on year to only around 35 million units in the fourth quarter, Digitimes Research's figures showed.

Hewlett-Packard (HP), the largest brand vendor in the third quarter, will be surpassed by Lenovo in the fourth quarter as its shipment growth will decelerate after having shipped strongly to the education market in the third quarter. Acer, Asustek Computer and Samsung Electronics will see their four-quarter shipments drop slightly on quarter. Acer and Asustek will mainly push entry-level large-size notebooks without touchscreen support for the notebook market, while Samsung has already abandoned the strategy of pushing entry-level models.

Apple will focus on pushing its MacBook Pros in the fourth quarter and stop shipping previous-generation models in November. Apple is expected to ship at least three million MacBook Pros per quarter.

Inventec will see a double-digit percentage shipment drop sequentially in the fourth quarter due to HP's dramatic order decline. Quanta Computer will also be impacted by HP's weak shipments, but Apple's orders are expected to help the company's fourth-quarter shipments stay flat on quarter.

Compal Electronics and Pegatron Technology will both see sequential drops of less than 5% in the fourth quarter. Compal's orders from major clients will allow the company to offset completed orders from Asustek and Samsung, while Toshiba's increased orders will help Pegatron withstand Asustek's decreased orders.

Despite Asustek's order increase, Wistron will still see a sequential drop of over 5% in fourth-quarter notebook shipments due to Lenovo's sharp drop in orders.

This article is an excerpt from a Digitimes Research Quarterly Data Report (Taiwan notebooks – 3Q 2013). Visit our latest Data reports.

Realtime news
  • Asustek to launch next-generation ZenFone 5 in March 2018

    Mobile + telecom | 15min ago

  • Panel makers look to mini LED backlighting

    LED | 18min ago

  • China PV installations reach 3.36GWp in August

    Green energy | 54min ago

  • Commentary: HTC faces new challenges after Google deal

    Mobile + telecom | 1h ago

  • Taiwan science park January-June revenues reach NT$1.152 trillion

    Bits + chips | 1h 6min ago

  • Infineon to sell Newport manufacturing site to Neptune 6

    Bits + chips | 1h 12min ago

  • Valeo joins ISELED Alliance

    LED | 1h 29min ago

  • China IoT market scale estimated to exceed CNY1.5 trillion by 2020

    IT + CE | 1h 58min ago

  • TCA modifies exhibition shows to attract new participants

    IT + CE | 2h 3min ago

  • North American semi equipment industry billings fall to 4-month low in August

    Bits + chips | 3h 28min ago

  • Robust memory, panel demand to drive Supreme sales growth in 2H17

    Bits + chips | 3h 29min ago

Pause
 | 
View more
Global notebook shipment forecast, 2017 and beyond
China AMOLED panel capacity expansion forecast, 2016-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.