Compal Electronics overtook Quanta Computer as the top notebook ODM in the second quarter of 2018, thanks to increases in orders from Dell and Acer, according to Digitimes Research.
The difference between the top-two ODMs' shipments was less than 700,000 units in the second quarter, but the gap will widen in the third quarter when Compal's shipments are expected to break the 10 million mark, data from Digitimes Research's newly published quarterly report about the notebook industry show.
Despite a cut in orders from Dell, Compal will see a dramatic ramp-up in orders from HP in the third quarter, the research report discloses.
But Quanta's shipments are expected to also rise above 10 million units in the fourth quarter thanks to orders for Apple's new inexpensive notebooks. Quanta will remain in second place, but its race with Compal will be much tigheter in the fourth quarter, with the difference to naorrow to less than 100,000 units.
After registering a flat volume of 38.12 million units in the second quarter of 2018, global notebook shipments are estimated to pick up gradually and resume a single-digit annual growth in the fourth quarter, with overall second-half 2018 shipment numbers to inch up 0.9% on year, according to Digitimes Research's latest report.