NB shipments grew better than expected in November
NB shipments grew better than expected in November
According to statistics, shipments of the world's top five brands NB (notebooks) grew by 14% a month in November, better than expected, mainly from a large number of orders from HP's education market in India, which once again reached 3 million units.
According to DIGITIMES Research statistics, the monthly growth rates of shipments of the world's top five brands and the top three contract factories in November reached 14% and 12% respectively, which was better than expected, mainly from Hewlett-Packard India education market order shipments, followed by other brands continued to pull goods due to ultra-low-cost models, or commercial customer demand increased procurement to inject growth momentum.
In terms of contract manufacturing, DIGITIMES Research pointed out that Quanta and Inerda had a significant increase in NB shipments in November compared with the previous month, both at a monthly growth rate of more than 20%. Weituang also benefited from the re-warming of Lenovo orders, with shipments growing at a monthly rate of more than 10%. Although Compal and Pegatron NB shipments did not grow significantly, they were the same as in October.
DIGITIMES Research pointed out that due to the poor market conditions of NB and the advance of Chromebook, the Small ScreenTouch (SST) program launched by Microsoft at the beginning of this year did not work, and it started again in October to coordinate some brands to promote conventional laptop plans without touch screens under $299, in case Chromebook continues to grow, and the products are expected to be launched one after another in March to April 2014, which is expected to stimulate the NB market and slow down the growth of Chromebook shipments.
In addition, DIGITIMES Research pointed out that in addition to Dell (Dell) has been delisted in October, the world's top five PC brands have announced their latest quarterly results in November, Lenovo still stands out, HP continues the profit improvement trend in the last quarter, Asustek's profit declined, and Acer lost more than NT $10 billion, causing the chairman and global president to step down, facing the challenge of reengineering.
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