Digitimes’ Aaron Lee and Adam Hwang report that while iPad is still selling strongly around the globe, its negative impact on the global notebook market is declining, mainly because tablet PCs, including Android models, focus on entertainment rather than productivity and learning as provided by notebooks, according to Taiwan-based ODMs.
Lee and Hwang quote Wistron chairman Simon Lin observing that the iPad has created new demand instead of eroding existing demand for notebooks. However, the iPad has absorbed a portion of consumer budgets, and is consequently causing delays in replacement notebook purchases, but Lin thinks notebooks demand will recoiver with Intel’s Ivy Bridge chip family having launched in the second quarter and Microsoft’s Windows 8 coming in Q4. They say the global outlook for notebooks in the second half of 2012, shows Acer, Asustek Computer and Samsung Electronics optimistic, with Hewlett-Packard and Dell are neutral according to industry insider sources.
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