Because of Intel's low-price processor solutions and increased demand from both the consumer and enterprise markets, Global notebook shipments in the fourth quarter of 2013 rose 4.1% sequentially, but dropped 5.9% on year, better than Digitimes Research's original forecast.
However, worldwide notebook shipments in 2013 dropped 10.6% on year, Digitimes Research's figures showed
Since demand for notebooks is recovering, it slowed Lenovo's pace in raising its in-house production rate by about 10pp in the fourth quarter, allowing Taiwan ODMs to maintain a share of 85% in global notebook shipments.
Lenovo was the largest notebook brand vendor in the fourth quarter of 2013, while Acer and Asustek Computer also had performances better than the market average thanks to their entry-level notebook models. Hewlett-Packard (HP) was one of the few vendors that suffered a sequential shipment decline in the quarter because its orders from the education market started turning weak.
Lenovo was also the largest vendor for the whole year, surpassing HP. Dell replaced Acer and become the third-largest due to stable orders from the enterprise market. Apple ranked sixth, edging out Toshiba and Samsung Electronics, thanks to its MacBook Pro with Retina shipments.
Among notebook ODMs, Compal Electronics and Pegatron Technology achieved performance better than the rest in the fourth quarter of 2013. Quanta Computer also had shipment growth in the quarter, helping the top-two ODMs' share of Taiwan's shipments rise to 57%.
Compal, Inventec, Elitegroup Computer Systems (ECS) and Shuttle achieved on-year growths in 2013, while Quanta, Wistron and Foxconn Electronics (Hon Hai Precision Industry) suffered shipment drops of 10, 7 and 5 million units on year, respectively.
This article is an excerpt from a Chinese-language Digitimes Research report. Click here if you are interested in receiving more information about the content and price of a translated version of the full report.