SHIPMENT: Notebook ODMs are expected to see significant on-month growths in August shipments and some makers may even achieve more than 50% growth.
Since shipments will grow further in September, the makers are expected to be able to achieve better third-quarter shipments than in the second, according to sources from the upstream supply chain.
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Quanta Computer, Compal Electronics and Wistron suffered around 20-30% on-month shipment declines in July, and only Inventec achieve growth thanks to Acer and Asustek Computer’s new 2-in-1 device orders.
The sources believe back-to-school demand plus vendors’ aggressive promotions at the end of the quarter will help overall notebook shipments grow over 20% in September.
The sources pointed out that brand vendors have stopped pulling in orders and have been clearing their inventories since the second quarter. These issues have already improved greatly in August.
Currently, demand for enterprise notebooks is stable, but demand for consumer models is still rather weak and most supply chain players have limited order visibility for the fourth quarter.
