Roughly 24 hours ago DigiTimes
that Hewlett-Packard (NYSE:
) and Lenovo were expecting notebook shipments to fall 20 percent
in the first quarter. Now the Taiwanese publication is
that all Taiwan-based ODMs (original design manufacturers) expect
to see decreased notebook shipments during the same period.
Taiwan-based ODMs account for nearly 90 percent of the global
market. They expect to ship 38.743 million notebooks in the first
quarter. This is an 11.3 percent decrease sequentially and an 8.7
percent decrease on year.
The medium-sized (15-inch) notebooks are expected to lead the
charge with 39.9 percent of the shipments. The biggest notebooks
-- measured at 16 inches or larger -- will only account for 5.5
percent. (This would explain why Apple (NASDAQ:
) discontinued the 17-inch MacBook Pro.)
Consumers are also expected to be hungry for notebooks with
14-inch displays, as they will account for 34.6 percent of the
shipments. The next size down will only account for 11.1 percent,
however, which is interesting considering the popularity of the
13-inch MacBook Air. This suggests that while Mac users are very
interested in 13-inch notebooks, Windows users are not.
Only 2.7 percent of the shipments will be dedicated 12-inch
notebooks, while 6.2 percent of them are expected to be smaller
than 12 inches.
Despite Hewlett-Packard's recent declines, the PC maker
reclaimed the top spot
as the world's largest PC maker. The company had previously lost
that title when Lenovo increased its sales late last year.
If DigiTimes' shipment estimates are accurate, Hewlett-Packard
may be able to maintain its lead. The publication expects the HP
Pavilion maker to account for 17.8 percent of the first-quarter
shipments. Lenovo will account for 15.4 percent, while Dell
) will ship 12.4 percent of the machines.
Samsung -- which produces the Chromebook and Chromebox for
) -- is only expected to ship 1.8 percent of the nearly 39
million notebooks going out this quarter. Sony's (NYSE:
) shipment numbers are a bit more respectable at 4.3 percent, but
they are only a fraction of Hewlett-Packard's expected
Thus far, Hewlett-Packard has performed very well in 2013,
rising more than 14 percent year-to-date.
Riding high on rumors that the company
is going private
, Dell rose 18 percent this year.
Sony, which manufactures a multitude of electronics beyond
notebooks and desktop PCs, is down more than two percent
(c) 2013 Benzinga.com. Benzinga does not provide investment
advice. All rights reserved.
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