As notebook Companies like Toshiba and Acer move to push all in one PC’s and phone Companies like Motorola launch tablets, new research reveals that the global market for notebooks has crashed 13.2 percent last month.According to DRAMeXchange, a research department of Trendforce, April worldwide notebook shipment declined 13.2 percent month over month (MoM) to 15.4 million units. This was attributed to the delay in shipment from March by the Intel flawed chipset.
At the ODM’s investor conferences, manufacturers in general said that they were optimistic that notebook sales would pick up in Q2. It is expected to see 10 percent shipment QoQ Notebook growth in 2Q11, 10 percent for Compal, 10-15 percent for Wistron, 10 percent for Inventec and 20-30 percentfor Pegatron. DRAMeXchange expects the notebook market to grow by around 9.5 percent.
However, ODMs are still conservative toward 2011 year end target. Besides the 10 percent YoY from Quanta, Compal revised down their annual target to 48m from 55m while Wistron will aim at 9-11 percent growth rate to 30m units.
Inventec expected the flat or mild increase pattern in 2011. That is, DRAMeXchange forecasts overall 2011 notebook (netbook included) will likely is up 6.5 percent YoY to 206.5m units.
As for the 1H11 and 2H11 shipment patterns, DRAMeXchange thinks the real channel sales will be the key contributing to 2H11 shipment since most of the 2Q11 shipment will be regarded as inventory built-up for the back to school sales. Given the anticipation of cannibalization from tablet in 3Q11, we expect Notebook shipment ratio comparing 1H11 to 2H11 will be closer to 45:55 rather than 40:60.
