Taipei, Tuesday, May 30, 2017 03:11 (GMT+8)
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.

Global notebook shipment forecast, 2017 and beyond

RESEARCH EXTRAS | Jan 25, 14:34

Digitimes Research estimates that 2016 was another down year for the global notebook market, with shipments dipping below 150 million. While the market will continue shrinking in 2017, the drop will be much less dramatic, as Windows 10 adoption in the enterprise...

Global AP demand forecast, 2017-2020

RESEARCH EXTRAS | Jan 16, 12:01

Digitimes Research expects global application processor (AP) shipments to increase more than 8% in 2017 and surpass the 1.9 billion mark, with smartphones remaining the main application. After slumping in 2015, Qualcomm returned to form in 2016 and will continue...

Global tablet market – 1Q 2017

GLOBAL TABLET | May 23, 14:49

Cannibalized by large-size smartphones, global tablet shipments in first-quarter 2017 dropped 16.7% on year to reach 37.12 million units.

Taiwan handsets – 1Q 2017


Taiwan's handset shipments have improved significantly thanks to feature phone orders from HMD Global.

China smartphone market and industry – 1Q 2017

CHINA SMARTPHONE | May 12, 13:53

Total shipments of China-based smartphone makers in first-quarter 2017 were 134.30 million units, representing flat growth compared to first-quarter 2016 and showing an on-quarter drop of 28.8%.

China smartphone touch-panel industry 2016 forecast
Global AP demand forecast, 2017-2020
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • 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.