Latest research from Taiwanese-based trade publication, DIGITIMES, has revealed the combined volume of notebook shipments from the world’s Top 5 brand vendors is down from August last year.
The consensus is the notebook sector lacks sufficient new innovation to stimulate demand, and the market could experience difficulty in growing should it be overly reliant on the enterprise sector for new growth.
The research states HP – which formerly performed very strongly in the 12 months prior to August – only experienced single-digit percentage on-year shipment growth in August.
Lenovo restored its No. 2 rank, however, the volume of its shipments fell by over 10% on-year.
Thanks to stable demand from the enterprise sector, Dell achieved on-year growth in August.
Asustek Computer [Asus] and Acer both witnessed an increase of over 30% on-month in August – Asustek this was a weaker output than August last year.
In terms of the Top 5 original design manufacturers (ODMs), Compal Electronics saw the highest on-year growth in August, thanks to orders from Lenovo and Acer.
Wistron – who has been cutting its notebook manufacturing business to obtain profits from non-PC product offerings – saw shipments fall in August.
Inventec also witnessed an on-year shipment drop, following a decrease in orders from HP, who has seen much of its market share gradually taken over by competitors.
