Taipei, Tuesday, July 28, 2015 22:22 (GMT+8)
mostly cloudy
Taipei
25°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
  • Intel defines 6 desktop market segments for CPU platforms, say Taiwan makers

    Before Going to Press | 32min ago

  • Chipbond to boost sales generated from non-driver ICs, says report

    Before Going to Press | 34min ago

  • Demand for UV-A LEDs may take off in 2015, say Taiwan makers

    Before Going to Press | 35min ago

  • PTI looks to moderate growth in 3Q15

    Before Going to Press | 36min ago

  • PC replacement pushed by Windows 10 may come slowly, sat Taiwan makers

    Before Going to Press | 36min ago

  • Taiwan market: Samsung to launch tablet Galaxy Tab S2

    Before Going to Press | 38min ago

  • Taiwan IoT makers have to develop innovative applications to compete in global IoT market, says Acer founder

    Before Going to Press | 40min ago

  • Epistar may suffer 3Q15 net loss per share of NT$0.18

    Before Going to Press | 41min ago

  • Sony to launch new-generation optical discs in cooperation with Panasonic, says Nikkei

    Before Going to Press | 42min ago

  • Taiwan accepts ITA 2

    Before Going to Press | 44min ago

  • Baidu posts 2Q15 revenues of CNY16.58 billion

    Before Going to Press | 45min ago

  • MediaTek 3Q15 sales to rise 15-20%

    Before Going to Press | 45min ago

  • China IC backend firms reportedly obtain orders from Qualcomm, MediaTek

    Before Going to Press | 46min ago

  • China-, Taiwan-based makers hike August prices for solar-grade polycrystalline silicon wafers

    Before Going to Press | 46min ago

  • Digitimes Research: Taiwan makers to see flat shipment growth for large-size panels in 2H15

    Before Going to Press | 47min ago

  • AUO expects weak panel demand in 2H15

    Before Going to Press | 48min ago

  • Smartphone vendors uninterested in Windows 10, say Taiwan makers

    Before Going to Press | 48min ago

  • E Ink and Netronix jointly invest in new development facilities

    Before Going to Press | 49min ago

  • Inotera raises capex for 2015

    Before Going to Press | 50min ago

  • China market: Meizu to start marketing fast mobile chargers

    Before Going to Press | 50min ago

Pause
 | 
View more
Display panels for wearable devices
Taiwan server shipment forecast and industry analysis, 2015
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.