In the third quarter of 2014, the New Zealand PC market shipments came in at 187,000 units, according to IDC’s Asia/Pacific Quarterly tracker. This resulted in a year over year growth of 12.9%, which was more than IDC’s forecast by 3.8%. The top five New Zealand PC vendors are Dell, Toshiba, Apple and Acer Group, but HP remained the market leader by a significant amount.
The days of personal computers (PCs) and laptops may be numbered. “The PC is already on its way out; laptops have started to disappear,” said Barry Lerner, South Pacific regional chief information officer of Huawei Australia. “We’re going into the small (mobile) devices, and the tablets. Businesses and customers will start to utilize cloud.”
Despite aggressively attempting to advance into the PC and server industries, ARM-based CPU platforms will not be able to achieve any significant results within the next two years in the two segments; however ARM and Intel have found a new business opportunities in the Internet of things (IoT) segment and both expect growth in that area, according to sources from the supply chain.
Global notebook shipments by top-five brand vendors and top-three ODMs declined 15% on average in October, affected by the roll-outs of new low-priced models in the previous month, according to Digitimes Research. However, shipments by top brand vendors and ODMs alike continued to grow for a few months in a row prior to October as compared to a year earlier periods, indicating an acceleration of concentration of the notebook industry.
Acer has posted the highest level of growth among top PC makers, recording double digit growth despite a 1.4 per cent overall decline. The latest preliminary data from IDC for the third quarter of 2014 showed Acer has improved on its year-on-year worldwide PC shipment with growth at 11.8 per cent. This was in contrast to the overall industry decline of 1.4 per cent. Quarter-on-quarter, Acer saw a 12.6 per cent rise, which also surpassed the industry average of 5.2 per cent.
The combined notebook shipments (not including detachable models) of the global top-5 brand vendors enjoyed on-month growth of 19% in September and were at a level similar to a year ago because of the distribution of new entry-level models. Vendors’ inventory adjustments in August also contributed to the growth. Among the top-5 vendors, Asustek saw 70% on-year growth and Lenovo recorded over 40% growth in September. Hewlett-Packard (HP) was the only vendor seeing an on-year decline. However, the top-3 notebook ODMs did not perform as well as the vendors and only achieved a shipment amount similar to that seen in August.
Microsoft, which launched Windows 8.1 with Bing for US$249 notebooks, has recently decided to continue pushing the solution in 2015, but with some modifications on specifications and applicable markets, looking to suppress Chromebooks which have been achieving rapid growth recently. Because of the two product lines’ different market positions and value created for the market, Digitimes Research believes Windows 8.1 with Bing will hurt brand vendors’ profits more than its effect on suppressing Chromebook growth.
PC shipments in the Japan market in August 2014 came to JPY44.8 billion (US$410 million) in value, decreasing 26.8% and hitting the lowest monthly level since April 2007, according to the Japan Electronics and Information Technology Industries Association (JEITA). The PC market in Japan had seen significant demand in early 2014 ahead of a rise in consumption tax in April, but since May PC shipments and sales value have been dropping
Following in the path of Sony and its Vaio PCs, Samsung has decided to exit the laptop market stopping sales of Ativ Windows and Chromebook devices in Europe, PC Advisor can confirm. It’s common knowledge that the PC market is in decline with Sony pulling out and selling its Vaio business back in February of this year. Despite being a giant of the tech world, Samsung has now followed suit.
TAIPEI–A recent decision by Japan’s Toshiba Corp. to exit certain consumer laptop markets is likely to benefit Taiwan’s Asustek Computer Inc. (華碩) because of their similar product positions, according to brokerage Morgan Stanley. Following Sony’s disposal of its Viao PC business and Samsung’s scaling down of its notebook business, Toshiba announced on Sept. 18 that it would accelerate its PC business restructuring and withdraw from certain consumer markets.
Quanta Computer has landed orders for Acer’s 15-inch notebooks for 2015, which will account for 45-50% of Acer’s overall orders. Quanta will become Acer’s largest ODM partner and also the largest notebook maker in 2015, according to sources from the upstream supply chain. Quanta and Acer declined to comment about their orders.
Desktop shipments are expected to enjoy growth in 2014 with Microsoft ending its support for Windows XP, but the all-in-one PC market, which focuses mainly on the consumer market and did not start enjoying demand until recent years, may not be able to benefit from the growth. Digitimes Research expects all-in-one PC shipments to drop 2.4% on year in 2014 because enterprise and consumer buyers have both used their budgets to purchase conventional desktops. Sony quitting from the PC market is another driver that is causing all-in-one PC shipments to drop in 2014.
Lenovo will further hike in-house notebook production and reduce orders to Taiwan-based ODMs in 2015, with total outsourcing orders to decrease by over three million units on year and the corresponding proportion of target shipments to slip from 50% in 2014 to 40%, according to Taiwan-based supply chain makers based on Lenovo’s RFQ (requests for quotation) for 2015. Lenovo will increase in-house production of consumer notebooks from eight million units in 2014 to 9-10 million units in 2015, and business-use models, mainly ThinkPad series, from seven million units to eight million.
The five largest notebook vendors’ combined shipments in July decreased 25% on month while the three largest ODMs’ combined shipments also slipped 17%, according to Digitimes Research. Hewlett-Packard (HP) and Lenovo saw over 30% declines while Acer and Asustek Computer saw roughly 20%. Dell, however, saw an increase in shipments. In terms of ODMs, Compal saw a 20% decline while Wistron saw an 11% decline.
TAIPEI, Taiwan — The PC market is on track for recovery, as shown by growing consumer demand, Quanta Computer (廣達) said yesterday, adding that sales in the second half of the year are likely to exceed those in the first half. Quanta held a shareholder conference yesterday in which the company’s vice president C.C. Leung (梁次震) made the above comment. He forecast that company revenue in the third quarter would grow 10 percent from the previous quarter.
BANGALORE, INDIA: In the first quarter, mobile PCs declined 32 percent year-on-year due to a lack of government sales, finds a Gartner study — The combined desk-based and mobile PC market in India totalled nearly 1.9 million units in the first quarter of 2014, a 20.6 percent decrease over the first quarter of 2013, according to Gartner, Inc.
TAIPEI, Taiwan — Taiwan’s Acer Inc. (宏碁) remained the fourth-biggest personal computer maker in India in the first quarter amid poor end-user demand in the South Asian market, according to tech research firm International Data Corp. (IDC). A total of 2.03 million PCs were shipped in India in the first quarter of 2014, representing a year-on-year decline of 25.2 percent, IDC said in a May 26 report.
Some notebook vendors’ shipments are being affected due to lack of panel access as panel makers shift their production capacity to mobile and TV panels. Lenovo, Dell, Acer, Hewlett-Packard (HP) and Asustek Computer are among the vendors who are putting in increased orders for notebook panels and may see shipments affected due to lack of panel supply.
Sales of Windows-based tablets in Japan have been rising as vendors have been aggressively releasing Windows 8.1-based 8-inch models since October 2013. In February 2014, 15.7% of Japan’s tablet sales were contributed by Windows-based models, up significantly from a year ago and also larger than the Windows tablet’s share of 2% in the worldwide tablet market, according to figures from Japan-based BCN.
Quanta Computer shipped 3.6 million notebooks in March, growing 9.09% sequentially. First-quarter shipments were 10.5 million units, according to the company. Quanta expects notebook shipments in the second quarter to remain unchanged on quarter. On April 10, Quanta reported consolidated revenues of NT$74.475 billion (US$2.45 billion) for March, increasing 7.44% on month and 5.49% on year, and NT$215.834 billion for January-March, slipping 20.52% on quarter but rising 9.39% on year.