Taipei, Saturday, September 23, 2017 13:31 (GMT+8)
mostly cloudy
Taipei
35°C
Digitimes Research: Notebook brand vendors and ODMs enjoy around 10% growth in September
Joanne Chien, DIGITIMES Research, Taipei [Thursday 3 October 2013]

Global top-five notebook brand vendors and top-three ODMs enjoyed on-month shipment growths of 13% and 9% in September, respectively. Among first-tier vendors, Hewlett-Packard (HP), Acer and Dell achieved better performance than the others. HP shipped 3.5 million notebooks in September, while Acer shipped over 1.5 million units due to the release of its new entry-level non-touchscreen notebooks. Dell achieved a double-digit percentage growth on month in September with the launch of new products.

In September, Inventec and Wistron had better performance than their fellow competitors, enjoying on-month growth between 15-20%. Inventec's growth was mainly due to increased orders from HP, while Wistron benefited from orders from Dell and Lenovo. Compal had an on-month shipment growth of around 10% in September, but Pegatron saw its notebook shipments drop below one million units due to Asustek's orders.

Intel's announcement of a series of entry-level products during the Intel Developer Forum (IDF) and Compal's decision to acquire smartphone ODM Compal Communications were two major events in September.

Intel is expected to significantly reduce its Bay Trail processor prices to compete for more share in the mobile device market. Intel also announced that the IT market will be able to see US$99-199 Intel-based tablets, sub-US$350 2-in-1 devices and US$300 Haswell-based Chromebooks in the future, showing its conviction to breaking through bottlenecks.

Although Taiwan ODMs are unlikely to be able to achieve further changes in the mobile device market in 2013, events such as Apple's strategy of separating its orders among several ODMs, Microsoft's acquisition of Nokia's mobile business, and HTC's difficulties created by its supply chain, are expected to provide some opportunities for ODMs.

Digitimes Research believes that Compal's acquisition of Compal Communications will accelerate the evolution of the mobile device manufacturing industry.

China AMOLED panel capacity expansion forecast, 2016-2020

RESEARCH EXTRAS | Jun 8, 15:37

This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.

Taiwan server shipment forecast and industry analysis, 2017

TAIWAN MOBILE DEVICE | May 31, 10:20

According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

Taiwan handsets – 2Q 2017

TAIWAN MOBILE DEVICE | Aug 24, 14:56

The revival of the Nokia brand by HMD Global is benefitting Taiwan's handset manufacturing sector. Orders for Nokia-branded feature phones have become a main growth driver for Taiwan's handset shipments.

China smartphone market and industry – 2Q 2017

CHINA SMARTPHONE | Aug 18, 14:38

Digitimes Research estimates smartphone shipments to the China market in the second quarter of 2017 totaled 94.1 million units, maintaining a similar level to that seen in the first quarter of 2017 but down 11.8% on year.

Taiwan LCD TVs – 2Q 2017

TAIWAN DISPLAY SYSTEM | Aug 14, 11:13

Taiwan TV makers' shipments to some of their China-based clients were weakened by rising LCD panel prices in the second quarter of 2017, during which shipments to China's financially-troubled LeEco had mostly stopped.

Global notebook shipment forecast, 2017 and beyond
China AMOLED panel capacity expansion forecast, 2016-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.