Friday, August 06, 2004

Notebook shipments bounce back

Australian IT - AUGUST 06, 2004

TAIWAN'S notebook computer shipments in the three months to June rose 9.1 per cent from the previous quarter, rebounding from a sluggish performance at the start of the year, an industry research group said.

Year-on-year the volume of shipments for the June quarter rose 32.4 per cent to 7.4 million units, the Market Intelligence Center (MIC) said in a statement.
For the third quarter the center expects the volume of shipments to rise 14.1 per cent from the June quarter and to grow 33 per cent year-on-year, driven by rising global demand.

It noted that while the selling price of notebook computers edged lower in the June quarter this was more than offset by the surge in volumes, resulting in a sharp increase in the overall value of shipments.

"The slide (in selling prices) was light, allowing the jump in volume to realise a year-on-year 30.5 per cent rise in shipment value, amounting to $US4.9 billion."

On a quarterly basis the value of shipments in the three months to June rose 8.2 per cent from the first quarter.

It said the volume of shipments for first and second tier notebook makers grew in the second quarter as a result of orders from Dell, the outsourcing of consumer models by Toshiba and contracts from Hewlett Packard.

The rise in shipments helped the firms gain some relief from excessive inventories, MIC said.

It expects to see a further increase in shipments in the third quarter, with sales bolstered by students returning to school.

Price cuts on some low-power Intel processors and LCD (Liquid Crystal Display) panels should filter through into cheaper notebooks and further lift shipments, it noted.

"These developments are expected to facilitate ambitious price cuts on notebook PCs, which should generate an upswing in demand," it said.

Agence France-Presse