Notebook shipments appear to be recovering, albeit slightly, after several consecutive quarters of unparalleled awfulness. We are quite used to hideous numbers by now, but Digitimes Research is reporting that notebook shipments of the top five brands grew by 22 percent, while the top three ODMs saw 11 percent of growth in August, compared to July.
HP saw the most growth, up 50 percent, while Lenovo and Acer saw their shipments grow by 25 and 20 percent respectively. Asus shipments dropped, while Dell’s appear to be stagnating.
Wistron outperformed other ODMs with 20 percent on-month growth in August, thanks to strong shipments from HP and Lenovo. Quanta and Inventec grew by more than 10 percent, Compal was saw some single-digit growth, while Pegatron’s shipments dropped due to lower orders from Asus.
A word of caution is advised. The upsurge has a lot more to do with seasonal trends than actual end-user demand. The notebook market still remains very weak and soft demand is expected over the next few quarters, if not years.