Supply chain
Top-5 vendors and top-3 ODMs see notebook shipments increase in August, says Digitimes Research
Jim Hsiao, DIGITIMES Research, Taipei

The global top-5 notebook brands saw their combined shipments rise 5% on month and 2% on year in August, as both Europe and North America entered the peak season, brand vendors started releasing new products and the Intel CPUs shortages were easing, according to Digitimes Research's latest notebook figures.

Since the US tariff on notebooks imported from China has been suspended until mid-December, vendors are not in a hurry to advance their orders at the moment, said Digitimes Research.

Hewlett-Packard (HP) witnessed an over 10% on-month increase in August shipments thanks to the releases of its new consumer models and strong Chromebook sales. Lenovo also had a slight on-month shipment growth in the month, but its shipments in the next few months are expected to be affected by the deceleration of China's economy.

Dell had weaker-than-expected results in the consumer sector, resulting in an on-month drop in the company's overall shipments in August.

The top-3 ODMs' combined shipments picked up 6% on month due primarily to Dell and Lenovo ramping up their orders with Wistron, which had the highest on-month shipment growth among the top-3.

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