Supply chain
Digitimes Research: Notebook shipments to see over 10% on-month growth in November
Joanne Chien, DIGITIMES Research, Taipei

Because of Hewlett-Packard's (HP) stable enterprise notebook orders and strong low-cost consumer notebook orders, both the global top-five brand vendors and top-three ODMs have seen their combined notebook shipments enjoy over 10% on-month growths in November, according to Digitimes Research.

Notebook shipments saw an on-month decline in October, but a growth in November because brand vendors have adjusted their shipment strategies to minimize the impact from tablets and smartphones and try to get the most out of year-end holiday demand.

HP ordered over four million notebooks in November with part of the shipments postponed from October. The volume saw an on-month growth surpassing 60% and was also an historic record for the company.

HP's strong order growth helped Quanta Computer, Compal Electronics and Inventec all achieve significant increases in November shipments. Quanta and Compal both shipped over four million notebooks in the month, while Wistron and Pegatron Technology's shipments had limited on-month changes.

Digitimes Research estimates that global tablet shipments will see almost no growth in 2014, and will decline over 10% in 2015 with the top-two vendors accounting for a major share of the market. At the same time, the notebook market will continue to suffer from a slight decline on year with top-five to -six brand vendors accounting for the major share.

The two markets' current development and rankings are expected to push the seven major vendors: Apple, Lenovo, Samsung Electronics, HP, Asustek Computer, Dell and Acer, to re-adjust their product architectures and lineups, and their moves are expected to have a new influence on the mobile computing market (notebooks and tablets), which is expected to see shipments of over 350 million devices in 2015.

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