Taipei, Saturday, August 30, 2014 00:51 (GMT+8)
fair
Taipei
28°C
Digitimes Research: Notebook shipments suffer over 10% drop in December
Joanne Chien, DIGITIMES Research, Taipei [Thursday 2 January 2014]

The global top-five notebook brand vendors and top-three ODMs, after enjoying on-month shipment growths in November, suffered on-month drops of 12% and 11% in December, respectively, better than Digitimes Research's original expectations due to extended orders from both the enterprise and consumer markets, and orders that shifted forward for production in December because of the Lunar New Year holidays.

Among first-tier brand vendors, Toshiba and Dell had better performances than the rest in December with Toshiba even enjoying a shipment growth higher than that of November. Dell's shipment growth was mainly contributed by the replacement trend created by Microsoft ending support for Windows XP and the recovery of enterprise notebook demand in the US and Europe, Digitimes Research's figures showed.

Meanwhile, education notebook orders from India and year-end holiday sales helped Hewlett-Packard (HP) achieve an on-month decline of only 15% for December, allowing the company to maintain its notebook shipments at above eight million units in the fourth quarter.

As for the ODMs, Quanta Computer and Inventec, the major suppliers of HP, both saw over 10% on-month shipment drops in December, while the other ODMs only suffered single-digit percentage decreases.

Although Acer's new CEO may not immediately resolve the company's issues, it still shows the company's ambition. Dell, which privatized itself in October 2013, hosted Dell World 2013 in December, displaying its latest product lineups and strategies, and is expected to become more aggressive over the enterprise market in the future.

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

MSI Global N750Ti TF 2GD5/OC
Media news email alerts
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.