Notebook shipments are expected to slump in the second half of this year compared with their usual patterns of shipment volumes, according to a report in Digitimes.
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Hewlett Packard, Acer and Dell have returned conservative estimates about placing orders, and Taiwanese notebook makers are expected to bear the brunt of the lack of orders, as Acer continues to dump a large volume of inventory, according to Digitimes’ sources.
Demand from emerging markets is unlikely to prop up the lack of demand from mature markets, and new Android-based tablet PCs, which are due to begin appearing in the third quarter, are also likely to hit sales.
With the lack of a product that can gain back attention from its tablet PC rivals, the PC players say growth in 2011 may drop from a double-digit percentage in previous years to less than 5 percent, causing the notebook industry to start eliminating players.
Digitimes said players like Quanta Computer had previously estimated its notebook shipments to grow by 10 percent in the second half in comparison to the first, and have now downgraded their estimates.
Compal Electronics, which also expected a sequential growth of 10 percent, has now adjusted its shipment target to only 5 – 10 percent.
