Digi Times — With consumer demand for all-in-one PCs remaining weak, and Apple’s new high-end iMacs and the price cut for previous-generation models failing to drive sales, Digitimes Research expects all-in-one PC shipments to decline 3.9% on year in 2015 and reach around 13 million units. Since the market is unlikely to see any effective expansion, shipments in 2016 are expected to stay flat from 2015 or drop slightly by 0.5% on year.
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.
Digi Times — Total shipments of iPhone devices, including updated iPhones which are to be unveiled shortly, are expected to total 45-50 million units in the third quarter of 2015 and hit 70-80 million in the fourth quarter, according to sources from Taiwan’s iPhone supply chain.
Want China Times — Taiwan-based Hon Hai Precision Industry (Foxconn) and Pegatron have received large orders from Apple to assemble the next generation of the iPhone, according to a market analyst. Kuo Ming-chi, an analyst with Taipei-based KGI Securities, said in a research report that Hon Hai, the world’s largest contract electronics maker, is expected to become the sole assembler of the next 5.5-inch iPhone model.
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 — Japan-based Nintendo is planning to launch its next-generation games console in 2016 and has recently asked its supply chain partners to start pilot production in October, at the latest. The console will be manufactured by Foxconn Electronics (Hon Hai Precision Industry), but Pegatron Technology is aggressively trying to snatch some of the orders, according to sources familiar to the plan.