Pinboard (guardiantech)

Brands and ODMs see less than 10% on-month drop in November notebook shipments >> Digitimes

guardiantech — 2012-12-10T21:59:44+00:00

The global top-5 notebook brands together suffered a 4% on-month drop in November, but Hewlett-Packard (HP) and Acer, which had deep on-month drops in October, saw rather stable performance for the month. HP enjoyed a slight shipment growth in November, while Acer had flat performance; however, Asustek Computer, which achieved strong shipments in October, saw the worst drop among the top-5 vendors in November due to unsatisfactory demand for Windows 8 notebooks, according to Digitimes Research senior analyst Joanne Chien.

Perhaps more significant is that Dell fell from 4th to 5th place, behind Asus, in November.

Global notebook sales tank in recent months >> The Register

guardiantech — 2012-10-15T20:03:04+00:00

Global notebook shipments took it on the chin in the third quarter of this year, with Acer, Asustek, and Toshiba seeing sales plunge by 15% to 25% when compared to the previous quarter.
One notebook vendor, however, bucked the trend, with sales of its notebooks climbing nearly 30% during the same period. Care to hazard a guess as to which company that might be?

Year-on-year, total notebook sales were down 11.6% and sequentially by 4.5%. Notebooks make up about 75% of all PC sales.

Supply chain to face challenges preparing for Windows 8 notebooks >> Digitimes

guardiantech — 2012-09-10T21:49:29+00:00

Windows 8-based notebook shipments are expected to start increasing in September as the launch date of the operating system approaches, but because most orders are scheduled for shipping in September and October, sources from the upstream supply chain are concerned that related supply chain players will face great challenges in terms of capacity management and production smoothness.
The first batch of Windows 8-based notebooks was shipped in late August via marine routes and were all models without touchscreen panels. For models equipped with touchscreen panels, ODMs are still in the processes of conducting final adjustments and debugging, and finished products are only expected start shipping in late September by air.

When Digitimes writes about pure supply chain issues, it's usually right on the money.

Taiwan notebook shipments increase in 2Q11 thanks to Classmate PC >> Digitimes Insight

guardiantech — 2011-07-17T14:35:42+00:00

"Taiwan-based notebook makers' combined shipments in the second quarter of 2011 reached 44.49 million units with a sequential increase of 8.5%, better than 5.6% growth of the same quarter a year ago. The shipment growth in the second quarter of 2011 was mainly due to the over one million units of Intel Classmate PCs ordered by Venezuela, while demand from the consumer notebook market remained low and Intel's defective chipsets incident, which caused delays in shipments of new notebook models, did not significantly benefit the notebook makers, according to Digitimes Research senior analyst Joanne Chien."

Also: shipments of MacBook Airs rose by 300,000 to 1m - and were 30% of Apple's total notebook shipments. That's a lot.

Chart of the day: The striking collapse in the growth of PC notebook sales >> Business Insider

guardiantech — 2011-07-12T20:53:22+00:00

Interesting how HP, with its big corporate sales, is faring worse than the industry average.