Taipei, Tuesday, April 21, 2015 10:02 (GMT+8)
mostly cloudy
Taipei
19°C
Digitimes Research: Notebook players see on-month shipment drop in February
Joanne Chien [Thursday 6 March 2014]

The global top-five notebook brand vendors and top-three makers both suffered 0-3% of on-month shipment declines in February, a range similar to that a year ago. The decline in February was caused mainly by inventory adjustments in the month. As for March, brand vendors are taking a more conservative attitude which could result a 7% on-year drop in Taiwan's notebook shipments in the first quarter of 2014, according to Digitimes Research.

Among brand vendors, Hewlett-Packard (HP) had the best performance in February with an on-month growth of over 30%, while others suffered on-month decreases. Asustek Computer had an over 10% on-month drop in February, but still maintained its shipments at 1.3 million units (excluding the T100, which is considered tablet), beating Acer for two consecutive quarters. Acer's monthly shipments were around one million units, a volume similar to that of Apple.

Notebook ODMs were all impacted by on-month drops in February shipments. Although makers had similar on-month performances in February, their results in March are expected to be a lot different. Compal Electronics is expected to see shipment growth thanks to Lenovo's orders, while Inventec will suffer a shipment drop due to Toshiba shifting orders away from the maker.

With Satya Nadella, who has no experience in Windows and hardware development taking the position as CEO of Microsoft, and the software giant activating licensing fee discounts for sub-US$300 notebooks, Digitimes Research believes the board at Microsoft is hoping Nadella, who carries no burden from the past, will be able to significantly reform the company.

Sony abandoning its Vaio PC business indicates the vendor's differentiation strategy has failed to work. Sony has already stopped placing orders for notebook components and Taiwan's orders for Vaio notebooks in the second quarter may drop to less than 30% of the volume in the first quarter.

Table

Realtime news
  • Novatek 1Q15 sales disappoint

    Bits + chips | 12h ago

  • Taiwan attracts foreign direct investment of US$1.236 billion in January-March, says MOEA

    Bits + chips | 12h 2min ago

  • Taiwan sees increased March export order value, says MOEA

    Bits + chips | Apr 20, 21:59

  • Samsung Display considers moving LCM business to China or Vietnam, says report

    Displays | Apr 20, 21:57

  • China vendors see TV shipments to markets abroad increase 16% in 1Q15

    Displays | Apr 20, 21:56

  • Baidu quits Japan online search market

    Before Going to Press | Apr 20, 21:38

  • Taiwan NFC supply chain makers faced with unfavorable environment

    Before Going to Press | Apr 20, 21:38

  • Acer founder to pass down shareholding to eldest son, hoping to bring added value to company

    Before Going to Press | Apr 20, 21:36

  • Over 71 million handsets shipped in China market in January-February, says CAICT

    Before Going to Press | Apr 20, 21:35

  • 32-inch TV panel pricing expected to drop US$2-3 during late April

    Before Going to Press | Apr 20, 21:34

  • Motech Industries suffers net loss for 1Q15

    Before Going to Press | Apr 20, 21:30

  • HTC to reportedly launch in-car wireless device

    Before Going to Press | Apr 20, 21:29

  • Novatek 1Q15 sales disappoint

    Before Going to Press | Apr 20, 21:29

  • 4K display revenues to grow 94% in 2015

    Before Going to Press | Apr 20, 21:28

  • Taiwan chipmakers unaffected by earthquake

    Before Going to Press | Apr 20, 21:28

  • Inotera buys equipment from Canon

    Before Going to Press | Apr 20, 21:26

Pause
 | 
View more
Taiwan server shipment forecast and industry analysis, 2015
2015 global tablet demand forecast
2015 global notebook demand forecast
  • 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.