Taipei, Thursday, April 24, 2014 23:41 (GMT+8)
mostly cloudy
Taipei
22°C
Digitimes Research: Taiwan notebook shipments to drop to only 35 million units in 4Q13
Joanne Chien, DIGITIMES Research, Taipei [Tuesday 15 October 2013]

Global notebook shipments are expected to drop 3.2% sequentially and 13.4% on year in the fourth quarter as brand vendors' new notebook models featuring entry-level/mid-range Haswell processors and Windows 8.1, were mostly shipped in September.

China's National Day holidays, which reduced the available working days in October, and ODMs' decisions to shift some of their orders for October to September to satisfy demand for the holidays also impacted global fourth-quarter notebook shipments.

Facing Lenovo raising its in-house notebook production rate to about 33%, up 10pp from the third quarter, Taiwan's notebook shipments are expected to drop 5.9% sequentially and 18.2% on year to only around 35 million units in the fourth quarter, Digitimes Research's figures showed.

Hewlett-Packard (HP), the largest brand vendor in the third quarter, will be surpassed by Lenovo in the fourth quarter as its shipment growth will decelerate after having shipped strongly to the education market in the third quarter. Acer, Asustek Computer and Samsung Electronics will see their four-quarter shipments drop slightly on quarter. Acer and Asustek will mainly push entry-level large-size notebooks without touchscreen support for the notebook market, while Samsung has already abandoned the strategy of pushing entry-level models.

Apple will focus on pushing its MacBook Pros in the fourth quarter and stop shipping previous-generation models in November. Apple is expected to ship at least three million MacBook Pros per quarter.

Inventec will see a double-digit percentage shipment drop sequentially in the fourth quarter due to HP's dramatic order decline. Quanta Computer will also be impacted by HP's weak shipments, but Apple's orders are expected to help the company's fourth-quarter shipments stay flat on quarter.

Compal Electronics and Pegatron Technology will both see sequential drops of less than 5% in the fourth quarter. Compal's orders from major clients will allow the company to offset completed orders from Asustek and Samsung, while Toshiba's increased orders will help Pegatron withstand Asustek's decreased orders.

Despite Asustek's order increase, Wistron will still see a sequential drop of over 5% in fourth-quarter notebook shipments due to Lenovo's sharp drop in orders.

This article is an excerpt from a Digitimes Research Quarterly Data Report (Taiwan notebooks – 3Q 2013). Visit our latest Data reports.

Realtime news
  • Korea-based vendors show more interest in Ultra HD TV segment

    Displays | 1h 42min ago

  • Taiflex expects revenues increase in 2Q14

    Bits + chips | 3h 31min ago

  • Acer wins exclusive IT supply contract from Victoria Police, Australia

    IT + CE | 4h 43min ago

  • Largan Precision nets NT$22.36 per share for 1Q14

    Before Going to Press | 2h 41min ago

  • Digitimes Research: Taiwan DSC shipments decrease 30.4% on quarter in 1Q14

    Before Going to Press | 2h 41min ago

  • NFC penetration in smartphones to exceed 50% in 2015, says NXP Semiconductors executive

    Before Going to Press | 2h 42min ago

  • Acer sets internal target shipments of 10 million smartphones, 10 million tablets for 2014

    Before Going to Press | 3h 8min ago

  • Taiwan thermal module makers expanding heat-pipe capacities

    Before Going to Press | 3h 26min ago

  • Taiwan IC design houses see booming orders from China smartphone vendors

    Before Going to Press | 3h 48min ago

  • China-based white-box tablet vendors face increasing competition from international vendors

    Before Going to Press | 4h 50min ago

  • Lenovo to start dual-brand smartphone marketing

    Before Going to Press | 4h 51min ago

  • Tesla seeing short production capacity, say Taiwan makers

    Before Going to Press | 4h 52min ago

Pause
 | 
View more

2014 China smartphone market and industry - Forecast and analysis

CHINA SMARTPHONE | Mar 25, 18:27

This Digitimes Research Special Report examines two aspects of the China smartphone market. The first part covers the China smartphone market, measuring local shipments in China from both China-based vendors and international vendors such as Samsung and Apple...

2014 global high brightness LED market, trends and shipment forecast

RESEARCH EXTRAS | Mar 13, 18:26

Digitimes Research estimates that the production value for high brightness LED chips will have an annual growth rate of 12.9% and reach US$12.74 billion in 2014. The applications that will drive growth momentum are LED lighting, tablet, mobile, and automotive...

Taiwan notebooks – 1Q 2014

TAIWAN ICT | Apr 24, 14:24

Seasonality and high inventories at clients undermined Taiwan notebook makers' first-quarter 2014 shipments, which dropped following three consecutive quarters of sequential growths. Their shipments will decline further in the second quarter, as demand remains...

Global tablet market – 4Q 2013

GLOBAL TABLET | Apr 8, 12:22

Global tablet shipments grew 25% sequentially and 29.8% on year to reach 78.45 million units in the fourth quarter of 2013 benefiting mainly by economic recoveries of Europe and North America, which relatively boosted demand during the year-end holidays.

China smartphone AP shipments – 4Q 2013

CHINA SMARTPHONE AP | Apr 8, 12:20

Global smartphone AP suppliers will see their shipments to China grow only 13.5% on year and drop 3.1% on quarter in the first quarter of 2014. The largest supplier MediaTek is seeing its shipments weakening and its LTE products so far still have not yet been...

MSI product press release
China smartphone tracker
2014 global smartphone market forecast