Supply chain
Top-5 notebook vendors see November shipments drop 2% sequentially, says Digitimes Research
Jim Hsiao, DIGITIMES Research, Taipei

The world's top-5 notebook brand vendors saw their combined shipments (excluding detachable models) for November 2019 suffer a 2% on-month decrease, compared with previous years' sequential increases for the month, according to Digitimes Research.

The decrease was attributed partly to relatively higher inventory of Wintel models at vendors rushing to advance shipments pull-in to counter the US-China tariff war, and partly to Intel CPU shortfalls failing to improve significantly.

Among the top-5 vendors, HP registered a sequential shipment decline of nearly 10% in November due in part to the firm still undergoing organizational restructuring. Lenovo leaped back to the second place as its shipments for the month surged over 20% sequentially on strong demand from e-commerce shoppers. Dell suffered the weakest performance among the top-3 vendors in shipments of both business-use and consumer models, Digitimes Research's figures show.

Meanwhile, the world's top-3 notebook ODMs posted a 4% on-month shipment contraction in November. But shipments by Compal Electronics only inched down 1% sequentially thanks to increases in orders from HP, Lenovo and Acer.

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