We have recently changed our search engine. Check the Advanced options to learn the new search rules.
Taiwan notebooks – 4Q 2018
Jim Hsiao, DIGITIMES Research, Taipei
The DIGITIMES Research report you are trying to open requires subscription to Mobile Device Tracker data services. Please sign in if you wish to continue.
Taiwan-based notebook makers failed to see a boost in demand during the traditional peak season in fourth-quarter 2018, recording weaker-than-expected shipments that dipped 0.1% sequentially and 3.8% on year to arrive at 31.41 million units.
Global AIO PC shipments will continue shrinking in 2019. With issues such as US-China trade tensions and Intel CPU shortages, and Lenovo and Apple having been cutting their orders, Taiwan makers are also expected to see their related shipments to be impacted.
According to Digitimes Research, Taiwan-based server vendors, including suppliers of motherboards, end systems, storage devices and related network equipment, continue to enjoy growth in 2018. In terms of volume, global server shipments will show continuing growth throughout 2018 and 2019.
Amid bleak outlook for downstream vendors, uncertainties surrounding the US-China trade tension, factory relocation and exchange rate volatility, global smartphone AP shipments may experience further decline in 2019, down two years in row, according to Digitimes Research estimates.