Supply chain
Top-5 notebook vendors see July shipments rise 11% on year, says Digitimes Research
Jim Hsiao, Taipei; Joseph Tsai, DIGITIMES

Worldwide top-5 notebook brands saw their combined shipments (not including detachable models) drop 24% on month in July as they had already completed inventory preparations for back-to-school demand in May and June. Compared to the same month a year ago, the July volume rose 11%, the highest on-year growth in 17 months.

Hewlett-Packard (HP) saw its July shipments slip nearly 30% on month, but they still represent a 5% on-year rise. Lenovo experienced an over 30% on-month decline in the month, the worst of the top-5, due to trade tensions between the US and China and the depreciation of China's currency, which has put pressure on the vendor's components purchases, according to Digitimes Reseach's latest monthly notebook data updates.

Dell witnessed a shipment drop of 16% on month in July primarily due to a deceleration in its Chromebook procurement orders.

The top-3 ODMs' combined shipments decreased nearly 20% on month in July. Compal Electronics remained the largest maker in the month and had an on-year shipment growth of more than 10% thanks to Dell's increased orders.

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