Taipei, Tuesday, December 1, 2015 14:02 (GMT+8)
mostly cloudy
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.


Realtime news
  • 158 workers in Hsinchu Science Park laid off in November

    Before Going to Press | Nov 30, 22:45

  • Samsung to focus more on value-added flagship TVs to offset weakening TV demand

    Before Going to Press | Nov 30, 21:27

  • Samsung showing signs of surpassing LG Display in revenues

    Before Going to Press | Nov 30, 21:26

  • Taiwan panel makers calling on China government for component tariff reductions

    Before Going to Press | Nov 30, 21:25

  • China LED lighting production in 2015 valued at CNY210.5 billion

    Before Going to Press | Nov 30, 21:25

  • Digitimes Research: Global tablet shipments to drop less than 5% in 2016 thanks to large-size models

    Before Going to Press | Nov 30, 21:25

  • LDK Solar may be forced to sell solar-grade silicon wafer business

    Before Going to Press | Nov 30, 21:24

  • LDK Solar's bankruptcy is due to too high debt ratio, says chairman

    Before Going to Press | Nov 30, 21:23

  • Intel pushing new entry-level PC processors in 2Q15-3Q15

    Before Going to Press | Nov 30, 21:22

  • Wistron lands cloud computing service orders from airport in Southeast Asia country

    Before Going to Press | Nov 30, 21:21

View more

China Internet TV and OTT market developments

RESEARCH EXTRAS | Oct 21, 16:00

China's Tri-network Integration Policy has eased restrictions on the broadcasting and telecom industries in China and allowed them to offer each other's services. This has brought new competitive challenges to the local video market, especially its Internet video/TV...

The Big Fund - China's next step to becoming a global semiconductor leader

RESEARCH EXTRAS | Sep 16, 17:49

China has been solidifying its semiconductor industry policy objectives through the release of the "National IC Industry Development Guidelines" in June 2014 and "Made in China 2025" in June 2015, with one key financial support program being the National IC Industry...

Global tablet market – 3Q 2015

GLOBAL TABLET | Nov 19, 18:44

Global tablet shipments reached only 50.64 million units in the third quarter, up 9% from the second quarter, but still down sharply by 18% on year.

China smartphone market and industry – 3Q 2015

CHINA SMARTPHONE | Nov 13, 15:36

In September, Digitimes Research surveyed China's smartphone supply chain. After analyzing the industry as well as relative market data, it found that in the third quarter, there were 59.8 million new 3G/4G users in China, which is higher than the average growth...

Taiwan LCD TVs - 3Q 2015


Taiwan-based makers saw significant shipment growths in the third quarter of 2015, as clients in Europe and North America prepared for the year-end shopping season.

Display panels for wearable devices
Taiwan server shipment forecast and industry analysis, 2015
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.