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Global notebook shipments for Q3 expected to rise more than 4 percent

TAIPEI--Shipments of notebook computers worldwide for the third quarter of this year are expected to rise more than 4 percent from a quarter earlier due to the back-to-school buying spree, according to Taipei-based Digitimes Research.

Joanne Chien, a senior analyst with the market information advisory firm, cited a research report as saying that international brands are gearing up to launch new models to spark purchases so they can take advantage of the back-to-school effects during the three month period, particularly in August and September.

Chien said some vendors' efforts to unveil low cost models with a price tag of US$249 are expected to boost their shipments in the current quarter, while an end by Microsoft to supporting its Windows XP operating system will likely continue to boost the wave of computer replacements.

Chien said these favorable factors are expected to raise notebook computer shipments worldwide at a sequential 4.3 percent for the third quarter, beating the growth seen over the same period last year.

However, Chien said notebook computer shipments for the fourth quarter could fall 1.1 percent from the third quarter due to the expected weaker shipments by U.S.-based Hewlett-Packard Co. (HP).

The slower shipments for the fourth quarter are expected to offset peak season effects in the second half of the year, the analyst said.

She added that shipments for the second half could account for 51.3 percent of the total for the entire year.

Due to the lower shipments in the fourth quarter, HP is expected to lose the title as the world's largest notebook computer vendor in the world, replaced by China's Lenovo Group Ltd., Digitimes forecasts.

In the second quarter, HP beat Lenovo to become the world's largest notebook computer vendor by grasping a 19.5 percent market share, which was higher than the 17.7 percent share owned by the Chinese vendor.

Digitimes said Acer Inc. of Taiwan, which took back the title as the world's fourth largest notebook computer vendor, is expected to enjoy strong growth by posting a 30 percent year-on-year increase in shipments for the second half of the year, and the brand's second half shipments could also rise about 30 percent from the first half.

In the second quarter, Acer won a 10.8 percent share of the world's notebook computer market after its shipments rose 31.3 percent from a quarter earlier, according to Digitimes.

In terms of the ODM services business, Taiwan's Compal Electronics Inc. is expected to continue to beat its Taiwanese rival Quanta Computer Inc. in shipments for the second half of the year on the back of increased orders from HP, Lenovo, Acer and Toshiba, said Digitimes.

In June, Compal shipped 4.4 million units, higher than Quanta's 4.3 million units to become the world's largest contract notebook computer maker.

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