Tag: notebook sales

Notebook PC sales slumped in October

notebooksOctober was always one of the months where computer vendors expected to do well.

But, according to research from Digitimes Research, shipments fell by an average of 15 percent.

The slump in shipments affected not only the branded vendors like HP, Dell and the like, but also the top three original design manufacturers (ODMs) – those are manufacturers which make unbranded machines.

The researchers believe the fall was caused because many companies released cheaper notebooks in September.

HP, in particular, suffered a decline in shipments while dell, Asustek and Lenovo also showed a fall compared to the same month in 2013.

The researchers believe that HP will see its notebook business suffer in 2015 as a result of the decision to split the company in two.

Notebook display panel shipments down, down, down

dell-latitude-7000-330pxShipments of LCD panels for notebooks dropped 23 percent in July year-on-year, according to new data from IHS. Eight out of the nine leading PC vendors cut their LCD shipments and total shipments were just 1.49 million units, down from 19.3 million in July 2012. Worse, shipments were down 18 percent sequentially.

The sharp drop can be in part attributed to seasonal trends, but there were a few other factors as well. Demand for new Haswell-based deigns remains soft and the fact that many people are still waiting for Windows 8.1 did not help, either. All this resulted in some inventory problems.

“Notebook brands during the third quarter typically increase their purchases of LCD panels as they prepare to launch new mobile PC models for the second half of the year,” said Ricky Park, senior manager for large-area displays at IHS. “However, many key brands this year have accumulated large panel inventory surpluses because of weak sales in the first half. This has caused them to reduce purchases in July, leading to major declines in notebook PC panel market shipments both on a sequential and an annual basis.”

Many notebook makers are still sitting on heaps of old displays and they are clearly having a hard time getting rid of them. Acer’s panel orders dropped 53 percent in June, Toshiba was down 43 percent and even mighty Lenovo experienced a 35 percent drop. It did not get any better in July.

IHS expects to see some positive figures in August, as the market should return to sequential growth, but on-year figures won’t look good.

Notebook shipments hit new low

ancient-laptopContract manufacturers of notebooks had one of their worst quarters on record in Q1. According to IHS, they suffered a worse than expected quarter, with shipments to Apple and HP tumbling to the lowest level in three years.

Global shipments from ODMs in the first quarter totalled 33.2 million units, down 17 percent from 40.1 million in the fourth quarter of 2012.

The downturn was four to five percentage points than what IHS had originally forecast, prompting more concerns about the beleaguered industry. Taiwan based ODMs build notebooks for Apple, HP, Dell, Samsung, Lenovo, Acer, Asus and Toshiba.

The knock on effect hit ODMs hard. Quanta got the worst of it, with a 27 percent plunge in shipments. It lost its spot as the world’s top ODM to Compal as a result. Furthermore, Quanta apparently received “conservative” orders from Acer, Asus, HP and Apple during the quarter. Compal saw a quarterly decline of 5 to 7 percent and it weathered the storm a bit better than other ODMs, thanks to stable shipments to Dell and Lenovo.

Wistron’s drop in shipments was 16 percent, but it still managed to rank third. Inventec saw a 9-percent drop and it ended in fourth spot, while Pegatron wasn’t as lucky. It saw its shipments plummet 21 percent, finishing the quarter in fifth spot.

There’s light at the end of the tunnel, though. ODM shipments are expected to improve in the second half of the year. The key drivers of growth will be cheap ultrathin PCs with touchscreens, along with new models based on Intel Haswell parts. In addition, Microsoft will lower the licencee fee for Windows for notebooks with a screen size of up to 11.6 inches, as we reported from Computex a few weeks back. Better late than never.