2019 global tablet shipments will slide significantly from the level of 2018 as brand tablets are experiencing weakening momentum from tablet replacement and demand for education tablets, while white-box tablets also face decelerated demand for small-size models and fierce competitions from brand tablets.
Notebook shipments in 2019 are estimated to show a 1.6% increase with vendors ramping up inventory in preparation for the US-China trade war and business notebooks as well as Chromebook outperforming expectation.
Taiwan's handset shipments arrived at 13.8 million units in the second quarter of 2019, a level similar to that of the previous quarter, but slipping 33.2% on year.
Global tablet shipments amounted to 32.66 million units in second-quarter 2019, down 8.7% on quarter and 11.9% on year due to slow season, Apple's new products making little contribution to its shipments and Huawei's performance taking a hit by the US trade ban.
Taiwan's notebook shipments increased 27.5% sequentially and 11.2% on year to come to 33.53 million units in the second quarter, thanks to rising orders from vendors building up extra inventory as a precaution against the possibility of the US imposing tariffs on notebook imports.
Taiwan's handset shipments slipped 39.5% sequentially in the first quarter of 2019, while compared to the same quarter a year ago, the volume dropped 23.5%.
Global all-in-one (AIO) PC shipments will continue shrinking in 2019, following 2018's around 2% on-year drop. With issues such as US-China trade tensions and Intel's CPU shortages, and Lenovo and Apple having been cutting their orders, Taiwan makers are also expected to see their related shipments to be impacted.
Taiwan's notebook shipments were weaker than expected in the first quarter of 2019, down 16.3% sequentially and nearly 3% on year to come to 26.3 million units.
Taiwan-based notebook makers failed to see a boost in demand during the traditional peak season in fourth-quarter 2018, recording weaker-than-expected shipments that dipped 0.1% sequentially and 3.8% on year to arrive at 31.41 million units.
