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.
Lenovo could set new record earnings in its financial year to March 31 after posting the strongest growth among the world’s top suppliers of personal computers last quarter, while the overall industry continued to decline. In separate preliminary estimates released on Thursday, technology research firms IDC and Gartner said global shipments fell for the eighth consecutive quarter in the three months to March 31 but showed signs of improvement.
Microsoft has ended support for Windows XP, its venerable operating system – launched 12 years ago – that is still being used by a lot of people. Statistics from Net Applications say that a quarter of global Windows users are still on XP. It’s a particular issue in China. For a sense of the scale of China’s addiction to XP, check out statistics relating to usage of Internet Explorer 6 (IE6), the default web browser that shipped with Windows XP.
Hewlett-Packard (HP), Asustek Computer and other vendors plan to develop 15- to 17-inch AIO (all-in-one) PCs in a bid to tap the low-cost segment, but this will decrease demand for large-size notebooks, according to Taiwan-based supply chain makers. Currently, more than 70% of AIO PCs are 21- to 23-inch models, with 23-inch being the mainstream screen size, the sources indicated. While AIO PCs are expected to replace desktops, AIO sales has so far been short of expectations, the sources noted.