Digi Times — Global notebook shipments (not including detachable 2-in-1 products), are expected to drop 17.5% on year and 5.3% sequentially in the fourth quarter as most notebook vendors already completed their inventory preparation for the year-end holiday sales in the third quarter and are still conservative about overall demand in the fourth quarter, according to the latest Digitimes Research quarterly notebook report.
Digi Times — Microsoft has raised its Surface Pro 2-in-1s’ monthly shipments to 500,000 units for the fourth quarter, up 60% from 300,000 units originally to prepare for the year-end holiday sales, according to sources from the related upstream supply chain. Surface Pro 4’s manufacturer Pegatron Technology is expected to benefit from the increasing orders.
Digital News Asia — PC vendors shipped a total of 588,300 units in Singapore in the first half of 2015, a 12 percent growth over the same period last year, according to industry research firm Gartner, Inc. In a statement, principle research analyst at Gartner, Lillian Tay said, “Growth was driven by mobile PCs as shipments increased 18.4 percent compared to the same period a year ago, while desk-based PCs declined 2.3 percent.”
Digi Times — Asustek Computer was the largest gaming notebook vendor in the first half of 2015 and acquired a share of around 40% in shipments of gaming notebooks featuring Nvidia GeForce GTX 950M, 960M, 970M and 980M graphics cards, according to sources from the supply chain. Following Asustek, Lenovo was the second largest with a shipment share of 30%, mainly relying on demand from China, the sources said.
Digi Times — The top-four Taiwan-based notebook ODMs all saw their profits decline significantly in the second quarter of 2015, and it still remains unclear if they can turn around in the second half of the year amid slowing economic growth globally. Wistron, a front-runner in terms of profitability, saw its net profits sink 89.4% sequentially to NT$77 million in the second quarter of 2015. The earnings translated into an EPS of NT$0.03, the lowest quarterly earnings since the third quarter of 2004.
Digi Times — ODM Quanta Computer shipped 4.1 million notebooks in August, increasing 28.1% on month, according to the company. Quanta expects notebook shipments in September to remain unchanged from August, but shipments in October are likely to drop. If September notebook shipments are the same as in August, shipments in the third quarter will be 11.4 million units, growing 6.54% on quarter which is higher than the originally estimated 0-5%, Quanta said.
Digi Times — China-based smartphone vendor Xiaomi reportedly is planning to launch a notebook in 2016 and is currently developing the device jointly with its ODM partners Inventec and Foxconn Electronics (Hon Hai Precision Industry). So far, the notebook’s mass production schedule has yet to be confirmed, according to sources from the upstream supply chain.
Digi Times — According to the latest market data findings from ABI Research, total system shipments for portable computing are predicted to reach 165 million units for full-year 2015, essentially flat compared to 2014 levels. Assuming that the free upgrade promotion to Windows 10 OS offered by Microsoft is successful, much of the Windows installed base are likely to use their current computer hardware for at least a while longer.
Times of India — BENGALURU: India was the fastest growing market for Dell last year, the first full year since the company went private. The growth was two times faster than in the second fastest growing market. And the growth did not come from a low base. India is Dell’s third largest market, after the US and China. Dell India MD Alok Ohrie told TOI that the company grew 30% in its fiscal year ended January 2015, compared to the year before.
Want China Times — Taiwanese computer maker Acer refreshed its entry-level notebook lineup Tuesday with two models powered by the Windows 10 operating system, as part of efforts to develop its cloud computing business. The Acer Aspire One Cloudbook 11 and 14 feature a fan-less design of just 17.9mm thick, while the 11-inch model weighs just 1.15kg and the 14-inch model weighs in at 1.6kg.
Digi Times — Taiwan-based ODMs will ship an estimated 32.067 million notebooks (not including detachable hybrid models) during the third quarter of 2015, accounting for 81.6% of the global total and increasing 2.4% on quarter but decreasing 12.2% on year, according to Digitimes Research. There will be 39.288 million notebooks shipped globally in the third quarter, growing 2.5% on quarter but slipping 12% on year, Digitimes Research indicated.
Digi Times — China-based ODMs LCFC (Hefei) Electronics Technology and Uniwill Technology are expected to have notebook shipments in 2015 significantly increasing on year, posing increasing competitive pressure on Taiwan-based notebook ODMs, mainly Quanta Computer, Compal Electronics, Wistron and Inventec, according to industry sources in Taiwan.
Digi Times — Worldwide PC shipments totaled 68.4 million units in the second quarter of 2015, a 9.5% decline from the second quarter of 2014, according to preliminary results by Gartner. This was the steepest PC shipment decline since the third quarter of 2013. PC shipments are projected to decline 4.4% in 2015.
Orders received this coming July will be crucial for the second half 2015 business prospects for Taiwan-based component makers in the notebook and PC industry supply chain, according to sources in the supply chain. Intel’s decision to delay the launch of its Skylake platform until the second half of 2015 has weakened market demand for notebooks and other PC systems, affecting the sales performance of most component suppliers, said the sources.
Lenovo Group, the world’s biggest PC maker by sales, said on Thursday that it aims to grab a “double-digit” share in Taiwan’s consumer PC market that is currently dominated by the local brands Asustek Computer and Acer. Lenovo currently accounts for 6%-7% of the Taiwan consumer PC market by unit sales, which the Chinese giant expects will reach 10% by the end of current fiscal year that will conclude in March 2016, said Lenovo Taiwan general manager Paul Tseng, who took office on April 1 this year.
MICROSOFT Corp said that its new large-screen collaboration device the Surface Hub will be available for businesses to order in 24 markets beginning July 1, with only two Asian countries on the list. Singapore will be the only South-East Asian country getting it, joining Japan. The device is available in two main configurations: Surface Hub 55-inch for US$6,999, and Surface Hub 84-inch for a whopping US$19,999.
Wistron shipped 1.3 million notebooks in May, down 7.14% from 1.4 million units in April and the company currently expects the volume in the second quarter to suffer a sequential decline, down from original expectations of 0-5% growth. The company noted that its clients are not aggressive in pulling in their orders and this could be because consumers are waiting for the release of Windows 10 and have delayed their notebook purchases.
Taiwan-based notebook ODMs have been accelerating their paces building partnerships with Internet of things (IoT) startup companies and are providing financial, production and technological support to these players, looking to enhance their presence in the industry. The ODMs are expected to achieve some results in the second half, at the earliest. Since most of the startup companies are not able to commercialize their innovations due to lack of funding or production support, some ODMs are directly partnering with them and some have established small project teams to help these players.
BENGALURU: Global personal computers vendor Dell ranked top in shipments and sale of PCs, notebooks and workstations in the fourth quarter (October-December) of the calendar year 2014. “Dell ranked No.1 PC vendor in the commercial segment and No.2 in the consumer segment,” the US-based company said in a statement on Monday, quoting from IDC India PC market tracker for the quarter (Q4).
TAIPEI — Taiwan’s Acer Inc. (宏碁) achieved a record-high notebook market share of 34.8 percent in Thailand in the fourth quarter of 2014, the company said Wednesday, citing data from research firm IDC. Acer’s record-high share also marks “a new chapter for the brand’s continuous market leadership for over a decade” in Thailand, the New Taipei-based company said in a statement that did not disclose the market shares of other vendors or the overall market volume during the quarter.