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Notebook ODMs experience varied shipment performance

Posted: 30 Jul 2012 ?? ?Print Version ?Bookmark and Share

Keywords:Compal Electronics? Shuttle? Quanta? Pegatron?

Several notebooks ODMs are expected to see their shipment growth in 2H12 improve compared to the global average of 12 perenct year-on-year.

Compal Electronics and Shuttle could grow by over 25 percent while growth for both Quanta Computer and Pegatron Technology is estimated in the region of 15 percent to 18 percent. Some ODMs, however, have cut their first-half comparison bases, while others are enjoying clients' increasing or shifting orders.

Quanta will enjoy increased orders from Apple and Asustek Computer, while Compal is benefiting from Lenovo and Dell's shifted orders. Pegatron's shipments will also grow as its clients started increasing their orders in the second quarter. Shuttle will benefit from strong demand in Latin America and other emerging markets.

Achieving strong shipment growth in the second half, however, does not necessarily mean makers will also achieve on-year growth in 2012.

Digitimes Research estimates that Pegatron (25 percent), Inventec (11 percent) and Shuttle (27 percent) will all achieve double-digit percentage growth in 2012, and Quanta and Wistron will both achieve 5 perenct. But Compal, Elitegroup Computer Systems (ECS) and Foxconn Electronics (Hon Hai Precision Industry) will all see single-digit percentage drops.

Other major events in the notebook ODM industry in the second half include Samsung Electronics' notebook outsourcing to Taiwan makers and Lenovo's increasing in-house production. In the second half, Samsung is expected to outsource 20 percent of its notebook production to Taiwan makers. Lenovo's strategy of increasing its in-house production rate, although not significantly affecting Taiwan makers now, is expected to start showing an impact in the next 2-3 years.

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