Taipei, Thursday, November 23, 2017 23:21 (GMT+8)
Digitimes Research: Top-5 notebook vendors and top-3 ODMs see dropping shipment performance in July
Jim Hsiao, DIGITIMES Research, Taipei [Friday 14 August 2015]

After a short shipment rebound in May and June, the global top-five notebook brand vendors and top-three notebook ODMs saw their combined shipments drop 34% and 24% on month and 17% and 19% on year in July, respectively.

Lenovo, Hewlett-Packard (HP) and Acer's shipments suffered over 30% on-month and over 20% on-year decreases in July. Asustek's decline was not as bad, but its also saw shipments drop 20% on month and 15% on year. On the other hand, Dell enjoyed single-digit percentage growths both on month and on year in July thanks to its direct-sales business model, allowing it to avoid an inventory pileup.

The top-three notebook ODMs also saw on-month drops in July. Of the three, Compal and Wistron had sharper drops than Quanta Computer since Quanta's orders from Apple enjoyed strong growth in July, helping its on-month shipment decline in the month to be smaller than the average.

Compared to the same month a year ago, all three ODMs had an about 20% shipment decline as most brand vendors had weaker on -year sales.

Digitimes Research said weak demand in the market and brand vendors holding back their product releases until after the launch of Windows 10 were the key issues causing shipments to drop. With the delay of Intel's mid-range and entry-level Skylake processors, Digitimes Research expects a serious impact on the notebook market's performance in August.

Realtime news
  • Dell may become largest server vendor, says executive

    Before Going to Press | 1h 16min ago

  • Taiwan market: Huawei releases Mate 10 series smartphones

    Before Going to Press | 1h 21min ago

  • WirForce 2017: Gaming product vendors to unveil new innovations

    Before Going to Press | 1h 25min ago

  • Taiwan market: Huawei to become 7th or 8th largest smartphone vendor in 2018

    Before Going to Press | 1h 28min ago

  • Lenovo assigns new head for Taiwan office

    Before Going to Press | 1h 40min ago

  • BOE 10.5G LCD panel plant to come online in December

    Before Going to Press | 1h 45min ago

  • China Big Fund planning subsidies for IC design startups

    Before Going to Press | 1h 46min ago

  • Taiwan IC design firms November revenues to grow slightly

    Before Going to Press | 1h 48min ago

  • ChipMOS Shanghai to win 3D NAND orders chips from YMTC

    Before Going to Press | 1h 48min ago

  • Mobile DRAM prices to rise 10-15% in 4Q17, says DRAMeXchange

    Before Going to Press | 1h 50min ago

View more
Global notebook shipment forecast, 2017 and beyond
China AMOLED panel capacity expansion forecast, 2016-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.