Taipei, Wednesday, April 22, 2015 11:57 (GMT+8)
mostly cloudy
Taipei
21°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
  • IoT to drive semiconductor growth, says TSMC co-CEO

    Bits + chips | 1h 5min ago

  • Two STATS ChipPAC subsidiaries in Taiwan merge

    Bits + chips | Apr 21, 21:04

  • Win Semi expects to post double-digit growth in 2Q15 sales

    Bits + chips | Apr 21, 21:00

  • 32-inch TV panel pricing expected to drop US$2-3 during late April, says WitsView

    Displays | Apr 21, 20:38

  • GET to issue 150 million new shares for private placement

    Green energy | Apr 21, 20:36

  • China March mobile phone user base reaches 1.9 billion, says MIIT

    Before Going to Press | Apr 21, 20:47

  • China building home-grown DRAM industry, to pose threat to existing leaders in 2017

    Before Going to Press | Apr 21, 20:18

  • Memory related device suppliers to break into Taiwan top-10 IC design houses in 2015

    Before Going to Press | Apr 21, 20:05

  • Taiwan market: HTC to introduce mid-range HTC One E9+

    Before Going to Press | Apr 21, 20:04

  • Huawei Technologies aims at revenues of US$70 billion for 2018

    Before Going to Press | Apr 21, 20:03

  • Second-tier China LED makers may start price-cut competition

    Before Going to Press | Apr 21, 19:30

  • Digitimes Research: Taiwan large-size TFT LCD panel shipments to increase 5% in 2Q15

    Before Going to Press | Apr 21, 19:29

  • Intel to launch quad-core SoFIA LTE chips in 4Q15, say Taiwan makers

    Before Going to Press | Apr 21, 19:29

  • Over 50% of Philips sales came from green products in 2014

    Before Going to Press | Apr 21, 19:28

  • Global Sources Electronics debuts UAVs exhibition

    Before Going to Press | Apr 21, 19:27

  • Hampoo showcases Intel platform-based tablet solutions at Global Sources Electronics

    Before Going to Press | Apr 21, 19:26

Pause
 | 
View more
Taiwan server shipment forecast and industry analysis, 2015
2015 global tablet demand forecast
2015 global notebook demand forecast
  • 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.