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© begemot 30 dreamstime.com Analysis | August 16, 2017

YoY gain of 3.6 percent for 2Q/17 notebook shipments

Market research firm TrendForce reports that the global notebook shipments for this second quarter registered a sequential quarterly increase of 5.7 percent and a year-on-year increase of 3.6 percent, totalling 39.96 million units.
Biddings for notebook contracts in North America and market arrivals of new product models were the main driving forces behind the second-quarter shipments. As for the entire first half of 2017, the strong demand from North America contributed to a global shipment result that exceeded the market expectations.

There are worries in the market that the strong shipment result for this year’s first half reflects demand being pulling ahead, so shipments in the second half might be comparatively weak. “Nonetheless, the third-quarter notebook shipments are projected to increase by another 3 to 5 percent versus the prior quarter,” pointed out Kou-Han Tseng, TrendForce’s notebook analyst.

HP raised its annual notebook shipment target by nearly 10 percent in the second quarter and is expected to step up efforts from the third quarter. Lenovo will also be focusing on the year’s second half as to compensate for not having a clear notebook sales strategy during the first half.

TrendForce furthermore has revised its estimation of shipments for this entire year. The annual decline that was initially projected in the range from 2 to 4 percent has been narrowed to within 2 percent as per the latest analysis.

HP consecutively won first place in the global shipment ranking; Dell posted the largest sequential increase of 21.3 percent

HP has retained first place in the shipment ranking for five consecutive quarters. In the second quarter, HP capitalized on getting contract bids for notebooks in North America and tapped into the demand related to back-to-school sales. HP widened its lead over second-place Lenovo by growing its shipments by 8.5 percent from the first quarter to reach a total of 9.35 million units.

Lenovo shipped just 8.05 million units in the second quarter, representing a year-on-year drop of 2.4 percent. The notebook market was relatively much slower in the Asia-Pacific region, and this has an impact on the brand’s performance.

Dell took third place in the global ranking with its second-quarter shipments increased by 21.3 percent compared with the first quarter and by 7.4 percent versus the same quarter a year ago. Successes in responding to North American tenders and growth in its Chromebook shipments allowed Dell to securely hold on to the third spot.

Apple with a sequential growth of 17.1 percent narrowed its distance with ASUS while Acer stayed in sixth place

ASUS’s strategy in the recent years has been about selling higher-priced premium notebooks rather than increasing shipments. Hence, the brand focuses on promoting high-end notebooks featuring displays with resolutions at FHD and higher. Currently, the shipment share of FHD and higher resolution notebooks for ASUS is above 40 percent, which is higher than HP’s and Lenovo’s. Owing to the releases of new products, ASUS’s notebook shipments for the second quarter grew 9.3 percent sequentially to 3.99 million units, allowing the brand to retain fourth place in the ranking.

Apple trailed closely behind ASUS at fifth place in the second-quarter ranking. The updated 12-inch MacBook helped expanded MacBook shipments by 17.1 percent from the first quarter to 3.98 million units. TrendForce also anticipates a double-digit sequential growth for third-quarter MacBook shipments as Apple will focus on the MacBook Pro series during the year’s second half.

While Acer continues to expand aggressively in the Chromebook market, it is facing a growing number of competitors. In the second quarters, new Chromebook models from U.S. brands took market shares away from Acer, causing its notebook shipments to drop by 3.5 percent from the first quarter to 3.22 million units. Acer remained sixth place in the global ranking.
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More information can be found at Trendforce.

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September 15 2017 9:25 AM V8.7.1-1