Taipei, Friday, October 21, 2016 19:27 (GMT+8)
Digitimes Research: Notebook vendors and ODMs post shipment gains in November
Joanne Chien, DIGITIMES Research, Taipei [Wednesday 4 December 2013]

Notebook shipments by the top-five brand vendors and the top-three ODMs increased 14% and 12%, respectively, on month in November, partly driven by shipments of up to three million units in the month to the educational market in India by Hewlett-Packard (HP), according to Digitimes Research.

A pull-in of orders for ultra-low priced models by other brands, and increased purchases from the business sector also contributed to seasonal shipment growth, Digitimes Research added.

Among ODMs, Quanta Computer and Inventec both posted over 20% sequential shipment growths in November thanks to orders from HP, while Wistron saw its shipments grow over 10% during the same period, buoyed by orders from Lenovo.

Compal Electronics and Pegatron also posted significant shipment gains in November although their growth rates were less spectacular than other ODMs.

Due to increasing competition from Chromebooks and Microsoft's failure to stir up demand with the launch of SST (small screen touch) models, Microsoft began in October to push brand vendors to develop sub-US$299 models without using touch-enabled displays. The new low-cost models are expected to hit the market starting March-April 2014.

Lenovo continued to lead other brands with strong earning gains for the third quarter of 2013, while HP also saw its profitability continue to improve during the period. However, Asustek suffered a setback in profits, while Acer posted a loss of over NT$10 billion (US$336.7 million), resulting in a reshuffle of its top executives, Digitimes Research noted.

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


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...

Taiwan handsets – 2Q 2016


Taiwan's handset shipments slipped 13.5% sequentially and 45.4% on year in the second quarter of 2016.

China smartphone AP shipments - 2Q 2016


Shipment of mobile application processors for smartphones and tablets in the China market are expected to grow 18.6% in the second half of 2016.

Global tablet market – 2Q 2016

GLOBAL TABLET | Aug 29, 18:33

Worldwide tablet shipments dropped 9.4% sequentially and 13.2% on year to total only around 40 million units in the second quarter of 2016.

Trends and forecasts for the China FPD industry, 2014-2017
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • 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.