Digitimes Research: Top-5 notebook vendors and top-3 ODMs see dropping shipment performance in July

Jim Hsiao, DIGITIMES Research, Taipei 0

After a short shipment rebound in May and June, the global top-five notebook brand vendors and top-three notebook ODMs saw their combined shipments drop 34% and 24% on month and 17% and 19% on year in July, respectively.

Lenovo, Hewlett-Packard (HP) and Acer's shipments suffered over 30% on-month and over 20% on-year decreases in July. Asustek's decline was not as bad, but its also saw shipments drop 20% on month and 15% on year. On the other hand, Dell enjoyed single-digit percentage growths both on month and on year in July thanks to its direct-sales business model, allowing it to avoid an inventory pileup.

The top-three notebook ODMs also saw on-month drops in July. Of the three, Compal and Wistron had sharper drops than Quanta Computer since Quanta's orders from Apple enjoyed strong growth in July, helping its on-month shipment decline in the month to be smaller than the average.

Compared to the same month a year ago, all three ODMs had an about 20% shipment decline as most brand vendors had weaker on -year sales.

Digitimes Research said weak demand in the market and brand vendors holding back their product releases until after the launch of Windows 10 were the key issues causing shipments to drop. With the delay of Intel's mid-range and entry-level Skylake processors, Digitimes Research expects a serious impact on the notebook market's performance in August.