Taipei, Tuesday, October 21, 2014 01:56 (GMT+8)
partly cloudy
Taipei
25°C
Digitimes Research: Notebook players see on-month shipment drop in February
Joanne Chien [Thursday 6 March 2014]

The global top-five notebook brand vendors and top-three makers both suffered 0-3% of on-month shipment declines in February, a range similar to that a year ago. The decline in February was caused mainly by inventory adjustments in the month. As for March, brand vendors are taking a more conservative attitude which could result a 7% on-year drop in Taiwan's notebook shipments in the first quarter of 2014, according to Digitimes Research.

Among brand vendors, Hewlett-Packard (HP) had the best performance in February with an on-month growth of over 30%, while others suffered on-month decreases. Asustek Computer had an over 10% on-month drop in February, but still maintained its shipments at 1.3 million units (excluding the T100, which is considered tablet), beating Acer for two consecutive quarters. Acer's monthly shipments were around one million units, a volume similar to that of Apple.

Notebook ODMs were all impacted by on-month drops in February shipments. Although makers had similar on-month performances in February, their results in March are expected to be a lot different. Compal Electronics is expected to see shipment growth thanks to Lenovo's orders, while Inventec will suffer a shipment drop due to Toshiba shifting orders away from the maker.

With Satya Nadella, who has no experience in Windows and hardware development taking the position as CEO of Microsoft, and the software giant activating licensing fee discounts for sub-US$300 notebooks, Digitimes Research believes the board at Microsoft is hoping Nadella, who carries no burden from the past, will be able to significantly reform the company.

Sony abandoning its Vaio PC business indicates the vendor's differentiation strategy has failed to work. Sony has already stopped placing orders for notebook components and Taiwan's orders for Vaio notebooks in the second quarter may drop to less than 30% of the volume in the first quarter.

Table

Realtime news
  • GET reportedly to help Motech manage solar-grade wafer production

    Green energy | 4h 18min ago

  • Taiwan sees increased September export order value, says MOEA

    Bits + chips | 4h 53min ago

  • Corning vehicle display glass gains further attention in the market

    Displays | 4h 55min ago

  • Iteq to buy back 10 million shares as treasury stock

    Before Going to Press | 4h 30min ago

  • Digitimes Research: Global notebook shipments to drop in 4Q14

    Before Going to Press | 4h 31min ago

  • China has no way to enter DRAM industry, says Inotera chairman

    Before Going to Press | 4h 32min ago

  • UMC to purchase equipment from Applied materials

    Before Going to Press | 4h 35min ago

  • Foxlink chairman to quit attempt to acquire Taiwan cable service provider CNS

    Before Going to Press | 5h ago

  • Taiwan sees increased September export order value, says MOEA

    Before Going to Press | 5h 12min ago

  • China handset camera module makers cut pricing 15-20%

    Before Going to Press | 5h 14min ago

  • Intel to stop providing subsidies for mobile solutions; but expected to provide support through different methods

    Before Going to Press | 5h 28min ago

  • Digitimes Research: Smartphone AP shipments in China in 3Q14 estimated at 115.1 million units

    Before Going to Press | 5h 40min ago

  • Taiwan market: 4G user base to grow to 3.0 million at end of 2014, says CHT chairman

    Before Going to Press | 5h 41min ago

  • ASE punished for illegal wastewater discharge

    Before Going to Press | 5h 43min ago

  • TV vendors look to upcoming holiday periods for Ultra HD TV development

    Before Going to Press | 5h 45min ago

  • Lenovo to set up subsidiary to market second-brand smartphones

    Before Going to Press | 5h 50min ago

Pause
 | 
View more

Trends and forecasts for the China FPD industry, 2014-2017

CHINA FPD | Oct 6, 12:29

With China being the world's IT production center and a country with some of the strongest consumer demand, along with benefits on custom tax, funding, loans, and subsidies provided by the government, China's FPD industry continues to show strong growth. Local...

Taiwan servers and the global server market, 2014

RESEARCH EXTRAS | Oct 3, 12:19

Taiwan makers have successfully entered the supply chain of the Internet data center (IDC) industry and may contribute over 90% of the global server shipments in 2014. Combined revenues from related product lines such as motherboards, back-end assembly, storage...

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.

MSI X99S GAMING 9 AC
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.