DIGITIMES daily IT news
Digitimes Research: Branded notebook vendors, ODMs post strong shipment growth in September
Joanne Chien, DIGITIMES Research, Taipei [Wednesday 3 October 2012]

Notebook shipments from both branded vendors and ODMs staged a rebound in September 2012 after a month of depressed sales in August when the notebook industry was busy clearing out Windows 7 models, according to Digitimes Research.

Among the major brands, Hewlett-Packard (HP) and Asustek Computer saw their shipments increase significantly in September, with HP's shipments for the month likely to mark the highest level for 2012.

Inventec and Pegatron Technology led other ODMs with each posting an over 40% sequential growth in notebook shipments in September, said Digitimes Research.

Despite improvements gained in September, most branded vendors will still see their overall third-quarter notebook shipments slide as compared to the previous quarter, with Asustek and Acer each suffering an over 10% on-quarter decline.

Among the top-5 ODMs, Wistron and Pegatron will also post decreased shipments in the third quarter, while Quanta Computer and Inventec will manage to stay flat. Only Compal Electronics will beat the adverse trend with a sequential on-quarter growth of below 10%.

Although Lenovo saw its notebook shipments hit the highest level for 2012 in September, the monthly gains will fail to improve its third-quarter shipment performance. However, Lenovo has continued to move toward its goal of capturing the top-vendor ranking in the PC industry by announcing a merger deal with Brazil-based CCE. Lenovo is likely to take up a 10% share of the notebook market in Central and South America in 2013.

While Intel has continued to tout the hardware and software advancements for ultrabooks in terms design and multiple interfaces, and has also urged makers in the supply chain to fabricate thinner ultrabook models at the recently concluded IDF (Inter Developer Forum), the short-term development prospects of ultrabooks are not optimistic since Intel still has no plans to lower the price of its latest CPUs for 2013, Digitimes Research commented.

Related press releases

Digitimes Research: Brands and ODMs see less than 10% on-month drop in November notebook shipments (Dec 10)

Digitimes Research: Asustek to compete with Acer for top-3 worldwide notebook vendor spot in 2013 (Nov 15)

Digitimes Research: HP and Acer to enjoy on-month shipment growth in August (Sep 4)

Related DIGITIMES stories

Shipments of ultrabooks, ultra-like models to double in 2013, say Taiwan makers (Nov 26)

HP Taiwan not yet affected by layoffs (Nov 21)

Quanta Computer sees sequential improvement in 3Q12 operations (Nov 1)

Global notebook shipments to annually slip by 0.8% in 2012, rise by 5.9% in 2013, says MIC (Oct 17)

Digitimes Research: Global notebook shipments decline 4.5% sequentially in 3Q12 (Oct 15)

Asustek September revenues up (Oct 9)

Wistron expects less than 10% sequential growth in 4Q12 notebook shipments (Oct 2)

Notebook shipments significantly increase sequentially in September, say ODMs (Oct 1)

Asustek, Lenovo to host launch conferences for Windows 8 products (Sep 27)

Acer, Asustek up and Wistron down in August revenue performance (Sep 11)

HP, Acer raise notebook shipment proportion from Chongqing to 60% in 2013 (Sep 11)

Supply chain to face challenges preparing for Windows 8 notebooks (Sep 10)

 
© DIGITIMES Inc. All rights reserved.