Taipei, Thursday, May 28, 2015 01:01 (GMT+8)
mostly cloudy
Taipei
26°C
2H 2012 notebook market trends and shipment forecast
Joanne Chien, DIGITIMES Research, Taipei [Friday 27 July 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
Global economic turmoil has seriously impacted growth in the PC market and it will remain weak (2Q-3Q) leading up to the launch of Windows 8, whose initial benefit will mainly be satisfying delayed demand from the third quarter. For the year, global shipments will reach 207 million, a growth rate of only 2.1% from 2011. Lenovo, Asustek Computer, Apple and Samsung will all achieve a strong performance to help them gain market share in the second half of the year, while HP and Dell will face a decline with Acer expected to maintain its ranking.
Abstract
Annual global notebook shipments, 2008-2012 (k units)

Global economic turmoil has seriously impacted growth in the PC market and it will remain weak (2Q-3Q) leading up to the launch of Windows 8, whose initial benefit will mainly be satisfying delayed demand from the third quarter. For the year, global shipments will reach 207 million, a growth rate of only 2.1% from 2011. The breakdown in notebook shipments between the first and second half of the year will be in a ratio of 47:53.

Notebooks with special form factors are still waiting for a breakthrough opportunity. For example, the penetration rate of ultrabooks is estimated to account for less than 5% of global notebook shipments in the fourth quarter, while notebooks with touchscreen control as well as models with a special form factor are both expected to account for less than 1%.

Notebooks that adopt a solid state drive (SSD) will account for 7.1% of total shipments in the fourth quarter, but around 70% of those shipments will be contributed by Apple products.

In the second half of the year, among notebook ODMs, only Quanta Computer and Compal Electronics will have a strong chance to achieve further growth. In terms of brand vendors, Lenovo, Asustek Computer, Apple and Samsung will all achieve a strong performance to help them gain market share, while HP and Dell will face a decline with Acer expected to maintain its ranking.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • TSMC to beat Samsung in 10nm race

    Bits + chips | 2h 58min ago

  • Google BrandLab to set up branch office in Singapore in 2H16

    IT + CE - Newswatch | 2h 59min ago

  • Seagate names new head for Taiwan office

    IT + CE - Newswatch | 3h ago

  • MediaTek to expand workforce in 2015

    Bits + chips | 4h 39min ago

  • UMC holds technology forum in Japan

    Bits + chips | 4h 58min ago

  • Sharp to launch smartphones in Indonesia, says report

    Mobile + telecom | 5h ago

  • Semi-equipment component maker Calitech applies for OTC listing

    Before Going to Press | 3h 8min ago

  • Sony launches flagship Xperia Z3+ smartphone

    Before Going to Press | 3h 9min ago

  • Panasonic to add BLU production lines at plants in Mexico and Brazil

    Before Going to Press | 3h 10min ago

  • HTC to block media from attending shareholders meeting

    Before Going to Press | 3h 11min ago

  • Taiwan becomes major revenue contributor to Google

    Before Going to Press | 3h 13min ago

  • GIS expects 2Q15 revenues to fall 15-20% sequentially

    Before Going to Press | 5h 12min ago

  • CSOT starts producing 55-inch Full HD TV panels at 2nd 8.5G factory

    Before Going to Press | 5h 15min ago

  • LCD monitor panel prices in May fall sequentially, says WitsView

    Before Going to Press | 5h 17min ago

  • GIS to list on TSE

    Before Going to Press | 5h 23min ago

  • Solar cell maker TSEC to be listed on TSE in 3Q15

    Before Going to Press | 5h 24min ago

Pause
 | 
View more

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

Taiwan LCD TVs – 1Q 2015

TAIWAN DISPLAY SYSTEM | May 22, 15:51

Taiwan's LCD TV makers saw strong seasonal impacts in the first quarter of 2015. Shipments to North America saw a particularly sharp decline as a result of reduced procurement from Mexico and major client Toshiba quitting the North America market.

Taiwan handsets – 1Q 2015

TAIWAN MOBILE DEVICE | May 15, 15:58

Most of Taiwan's handset makers felt strong seasonal effects in the first quarter. Foxconn suffered particularly as a result of drastic drops in orders from Sony Mobile and Microsoft Mobile.

China smartphone market and industry – 1Q 2015

CHINA SMARTPHONE | May 13, 10:56

According to Digitimes Research's survey of the Mainland China smartphone supply chain, as well as other relative vendors, increased demand for Apple's new device models, Mainland China's high-end smartphone models experienced lackluster sales in the first quarter...

Seagate
2015 China smartphone panel trend forecast
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.