It seems that Apple (NASDAQ:
) may have
reduced the price of its MacBook
a bit prematurely. While notebook sales have been stagnant during
the winter months, they could pick up very soon. According to
, most of the major notebook vendors will ship new models in the
second quarter. As a result, Hewlett-Packard (NYSE:
) is expected to enjoy an on-quarter shipment increase of 30
percent. Apple will rise by 26 percent, while Dell (NASDAQ:
) will increase its on-quarter shipments by 19 percent.
Acer and Lenovo are expected to increase their shipments as
well, but Toshiba leads the pack with an anticipated 42 percent
increase, followed by Asus at 41 percent.
The increases are being attributed to Intel's (NASDAQ:
) Haswell processor, which is expected to appear in new notebooks
While none of the leading manufacturers have said much about
their rumored Haswell-based machines, there have been a few
leaks. One came from German manufacturer DevilTech. According to
, the company is building multiple Haswell-based notebooks,
including one with a 3GHz powerhouse that can reach 3.9GHz with
Monster, a Turkish gaming notebook manufacturer that is
unrelated to Monster Inc. (the cable manufacturer), is also
reportedly working on
Apple tweaked some of the MacBook Pro models when it
reduced the price
of the 13-inch Retina Display edition, so the company may not be
ready to release another upgrade. However, the MacBook Air has
not been updated since last summer, making it the perfect
candidate for a Haswell processor.
Despite the positive rumor, shares of Apple have continued to
tumble this week, dropping more than one percent today.
Hewlett-Packard is experiencing a similar decline, though it
should not be enough to significantly reduce its year-to-date
gains of more than 34 percent. Dell, which has climbed more than
31 percent this year, is down less than one percent.
Hewlett-Packard, which reclaimed the top spot as the world's
largest PC manufacturer last fall, could relinquish that title to
Lenovo -- at least in the area of laptop production. According to
the aforementioned DigiTimes report, Lenovo is expected to ship
more notebooks than any other brand vendor this year.
(c) 2013 Benzinga.com. Benzinga does not provide investment
advice. All rights reserved.
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