The retail market was unable to digest the massive inventory of inexpensive notebooks in first-quarter 2015. The result was drastic drops in orders from vendors for their Taiwan-based ODMs, who were hit by the worst-ever sequential decline in shipments they had ever seen.
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Chart 2: Notebook shipments to top-10 clients, 1Q14-2Q15 (k units)
Chart 3: Notebook shipment share by top-10 clients, 1Q14-2Q15
Chart 4: Global top-10 vendors' shipments, 1Q14-2Q15 (k units)
Chart 7: Notebook shipments by screen size, 1Q14-2Q15 (k units)
Chart 9: Notebook shipments by maker tier, 1Q14-2Q15 (k units)
Chart 11: Top makers' notebook shipments, 1Q14-2Q15 (k units)
Chart 14: Taiwan and worldwide notebook shipments, 2011-2015 (k units)