Taiwan and worldwide notebook shipments dropped 13.8% and 14.2% sequentially, and 6.8% and 5.5% on year, respectively in the first quarter of 2014, according to Digitimes Research's latest figures. The sequential drops were mainly due to seasonality.
Although the on-year declines were the slowest compared to those in the past five quarters, whether the notebook market has already started recovering remains to be seen.
Hewlett-Packard (HP), Asustek Computer, Apple and Lenovo all achieved on-year growths in their first-quarter notebook shipments with the first three seeing growths of more than 10%, according to the latest quarterly notebook report by Digitimes Research.
Acer, Samsung Electronics and Sony suffered on-year shipment declines higher than the market average in the first quarter. Acer has been restructuring its business, while Samsung and Sony have shifted their focuses away from the notebook market.
The top-5 notebook ODMs' combined shipment performance was weaker than that of the overall industry. Foxconn Electronics (Hon Hai Precision Industry), which landed orders for HP's educational procurement products, became the largest notebook supplier of HP in the first quarter with shipments growing over 100% to reach two million units.