Taipei, Tuesday, December 6, 2016 03:01 (GMT+8)
mostly cloudy
Taipei
20°C
Digitimes Insight: Taiwan notebook shipments to increase over 6% sequentially in 2Q11
Joseph Tsai, DIGITIMES, Taipei [Tuesday 19 April 2011]

After three consecutive quarters of unsatisfactory performance, Taiwan's notebook shipments in the second quarter of 2011 are expected to remain weak and as shortages of components such as ICs for optical drives and hard drives, caused by Japan's earthquake on March 11, will start impacting the notebook supply chain in the quarter, despite Taiwan's notebook shipments will still see a sequential growth of 6.1%, they will see a drop of 2.1% compared to the volume a year ago, while global notebook shipments to see 8.8% growth on quarter and only 3.7% on year, according to Digitimes Research senior analyst Joanne Chien.

Global notebook shipments in the first half of 2011 are expected to reach only 98.02 million units and with the second-half currently still offering no big surprises, while netbook shipments are dropping, Chien believes that global notebook shipments in 2011 may grow only 5.8% on year to 210 million units, marking the first time for the notebook market to see annual growth that is not a double-digit percentage and also lower than the 20.1% in 2010.

As for the netbook segment, Acer's strategy of adjusting its orders for the second quarter will result in Taiwan notebook makers' total netbook shipments to drop to around 4.5 million units in the quarter. Although Taiwan's traditional notebook shipments will still achieve a growth of 9% sequentially, on-year growth will only reach 1.4%, a lot lower than 50% in the same quarter a year ago.

For the second quarter of 2011, Apple, Asustek Computer and Acer will be the top-three players having increased notebook order volumes to their partners, with Apple mainly benefiting from its newly launched MacBook Pro notebooks, while Asustek and Acer both had smooth inventory digestion.

As for notebook makers, Inventec, which used to be the fourth-largest notebook maker worldwide, will drop to number six in the second quarter with Foxconn Electronics (Hon Hai Precision Industry) to take fourth place with shipments of more than four million units in the quarter. Inventec's shipment volume in the second quarter will also have a gap of about 1.2 million units with the fifth largest, Pegatron Technology, Chien added.

Digitimes Research: Taiwan's notebook shipments, 1Q10-2Q11 (k units)

Source: Digitimes Research, compiled by Digitimes, April 2011

Realtime news
  • WT Micro says it is in talks with LeEco on delayed payment

    Bits + chips | 4h 32min ago

  • Yageo posts increased November revenues

    Bits + chips - Stockwatch | 4h 33min ago

  • Truly Opto-Electronics poised to produce AMOLED panels

    Displays | 4h 33min ago

  • Catcher sees November revenues down from a year ago

    IT + CE | 4h 35min ago

  • Gaming monitor competition to heat up in 2017

    Before Going to Press | 5h 19min ago

  • Green Energy Technology November revenues up on month, down on year

    Before Going to Press | 5h 20min ago

  • BenQ Materials sees decreased November revenues

    Before Going to Press | 5h 20min ago

  • Dai Cheng-wu to step down when Sharp operations return to profitability, says Nikkei

    Before Going to Press | 5h 21min ago

  • Merry Electronics November revenues hit record for 6th straight month

    Before Going to Press | 5h 23min ago

  • Largan Precision November revenues hit 12-month high

    Before Going to Press | 5h 23min ago

  • President Tsai supports amendment to fundamental Science and Technology Act

    Before Going to Press | 5h 24min ago

  • Telecom retailers pessimistic about HTC new smartphone shipments

    Before Going to Press | 5h 25min ago

  • Mechanical Technology R&D Center to cooperate with SLM Solutions Group

    Before Going to Press | 5h 26min ago

  • Nanya competes acquisition of Micron shares

    Before Going to Press | 5h 26min ago

  • PCB testing equipment firm Machvision revenues hike

    Before Going to Press | 5h 27min ago

  • PTC expects AR to have more potential than VR

    Before Going to Press | 5h 27min ago

  • Epistar to expand production capacity for AlGaInP LED chips

    Before Going to Press | 5h 28min ago

Pause
 | 
View more
Taiwan server shipment forecast and industry analysis, 2016
Wireless broadband developments in Southeast Asia markets
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.