Research insights
Top-5 notebook brands slow down extra inventory build-ups in August, says Digitimes Research
Jim Hsiao, DIGITIMES Research, Taipei

With the US suspending the tariff on notebook imports from China until December 15, the pressure on notebook brand vendors pre-stocking extra inventory has been significantly eased, according to Digitimes Research.

The top-5 notebook brands' combined shipments were lower-than-expected in August, going up only 5% on month and 2% on year, as they slowed down inventory build-ups.

Hewlett-Packard's (HP) August shipments picked up 16% on month, a growth only eclipsed by Asustek's 18%, while Lenovo's volumes only rose by 3% on month, Digitimes Research's figures show.

Dell saw revenues slip 9% on month in August due mainly to its weak shipments to the consumer sector, while Acer had an on-month shipment growth of 3% during the period, Digitimes Research noted.

Of the top-3 ODMs, Quanta Computer and Wistron both recorded over 10% on-month increases in August shipments thanks to rising orders from clients, while Compal saw a 1% decline as a result of Dell cutting orders.

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