Taipei, Tuesday, October 17, 2017 08:34 (GMT+8)
cloudy
Taipei
25°C
Notebook ODMs see shipments increase in September
Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Friday 13 October 2017]

Notebook ODMs including Quanta Computer, Compal Electronics, Wistron and Inventec have reported on-month shipment growths for September with Inventec and Wistron both enjoying double-digit percentage increases.

Quanta shipped 4.2 million notebooks in September, up from four million units in August and raising the company's volumes in the third quarter to reach 11.5 million units.

Quanta is expected to see a strong fourth quarter in 2017 with stable orders for Apple's MacBook series and from the leading player Hewlett-Packard (HP). Quanta is also a notebook supplier for Asustek Computer and Acer, while its orders for servers and smartwatches have also been picking up in the fourth quarter.

Compal had shipments of 3.8 million PCs (notebooks and AIO PCs) in September, increasing from August's 3.5 million units. Its third-quarter volumes were 10.3 million units.

Compal expects its fourth-quarter PC shipments to remain flat or slip slightly from a quarter ago, but non-PC product lines including tablets and wearable devices will see rising shipments.

Wistron delivered 1.8 million notebooks in September and 4.9 million units in the third quarter. In addition, Wistron's server, monitor, desktop, LCD TV shipments all increased from a month ago in September.

Wistron expects its notebook shipments in the fourth quarter to stay at the same level as those in the third and server shipments will grow slightly. However, all other product lines will see small declines.

Wistron's growing revenues in September were due to orders for the iPhone 8 and the growth is expected to stay strong in October, some market watchers estimate. Wistron is currently the supplier of Apple's iPhones for India, but Wistron is reportedly facing an over-supply issue in the country as the iPhone SE has logged weaker sales than expected, while Apple has yet to obtain any tax incentives from the India government for selling products.

Notebook ODMs had increased shipments in September

Notebook ODMs saw shipments increase in September.
Photo: Digitimes file photo

Realtime news
  • China-based Konka group to invest NT$200-300 billion in AMobile

    Before Going to Press | 10h 22min ago

  • Xintec to swing to profit in 4Q17, says report

    Before Going to Press | 10h 26min ago

  • SMIC names new executives

    Before Going to Press | 10h 55min ago

  • TSEC to establish new PV module plant with 2,000MWp capacity in Taiwan

    Before Going to Press | 10h 56min ago

  • NSP looking to wholly own GES

    Before Going to Press | 10h 58min ago

  • Components for iPhone X see improving yield

    Before Going to Press | 11h 1min ago

  • Xiaomi aims to ship 90 million smartphones in 2017

    Before Going to Press | 11h 3min ago

  • Asustek, Gigabyte reorganization efforts to bear fruit in 1Q18

    Before Going to Press | 11h 9min ago

  • Samsung striving for OLED panel orders from China smartphone vendors

    Before Going to Press | 11h 18min ago

  • IC material supplier Wahlee cuts into supply chain of China panel makers

    Before Going to Press | 11h 31min ago

Pause
 | 
View more
Global notebook shipment forecast, 2017 and beyond
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.

  • Taiwan server shipment forecast and industry analysis, 2017

    Digitimes Research estimates that revenues from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors reached NT$555.8 billion in 2016 and the amount is estimated to grow 5.9% on year in 2017.

  • 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.