Taipei, Saturday, November 18, 2017 09:08 (GMT+8)
cloudy
Taipei
24°C
Digitimes Research: Worldwide notebook shipments to enjoy on-year growth in 1Q17
Jim Hsiao, DIGITIMES Research, Taipei [Thursday 2 March 2017]

Worldwide notebook shipments (not including 2-in-1 devices) surpassed 40 million units in the fourth quarter of 2016, dropping only 1.2% on year. Shipments from Taiwan-based ODMs even achieved on-year shipment growth in the quarter thanks to strong demand from the US and Europe due to seasonality and US-based brand vendors expanding their presence in the market despite component shortages. In the first quarter, worldwide shipments will also enjoy on-year shipment growth as enterprises' adoption of Windows 10 grows steadily, while Microsoft's new free Windows licensing plan is growing popular among notebook vendors.

Hewlett-Packard (HP) was the largest vendor in the fourth quarter of 2016 and its shipments in the consumer and enterprise sectors as well as non-US markets all achieved better-than-expected results, allowing the vendor to widen its shipment gap with the second-place Lenovo to nearly two million units, according to Digitimes Research's latest figures.

However, Lenovo is expected to be able to narrow the gap in the first quarter thanks to increased demand during the Lunar New Year holiday period. The third-largest Dell will see limited on-quarter drop in first-quarter shipments because of its Chromebook and enterprise product shipments.

Apple is expected to place strong orders in the first quarter as demand for its new MacBook Pro will remain strong. Asustek Computer and Acer's first-quarter shipments will both be impacted by seasonality.

As for ODMs, Compal Electronics' notebook shipments accounted for over 30% of Taiwan's overall volume in the fourth quarter of 2016 as the top-3 vendors all increased their orders to Compal. Quanta Computer saw its shipment share drop in the quarter because of decreased orders from Lenovo. Compal's shipment gap with Quanta is expected to shrink to below 300,000 units in the first quarter.

This article is an excerpt from a Digitimes Research Quarterly Data Report (Taiwan notebooks – 4Q 2016). Visit our latest Data reports.

China AMOLED panel capacity expansion forecast, 2016-2020

RESEARCH EXTRAS | Jun 8, 15:37

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 China's makers.

Taiwan server shipment forecast and industry analysis, 2017

TAIWAN MOBILE DEVICE | May 31, 10:20

According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

Global tablet market – 3Q 2017

GLOBAL TABLET | Nov 16, 14:59

According to Digitimes Research statistics, third-quarter 2017 global tablet shipments totaled 42.29 million units, outperforming market expectation. Shipments of both brand and white-box tablets showed obvious on-quarter growth with the shopping season kicking...

Taiwan LCD TVs – 3Q 2017

TAIWAN DISPLAY SYSTEM | Nov 14, 14:08

Shipments to North America saw significant growth in the third quarter of 2017 because of seasonality. Year-end holiday promotions are expected to drive up Taiwan's LCD TV shipments in the fourth quarter.

Taiwan small- to mid-size LCD panels – 3Q 2017

TAIWAN LCD PANEL | Nov 13, 15:36

Taiwan panel makers saw strong orders for 18:9 all-screen smartphone applications in the third quarter, during which their 6G LTPS production capacity also increased.

UMC
Global AP demand forecast, 2017-2020
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.