Digitimes Research’s Joanne Chien reports that global notebook shipments, facing overstocked inventory in March and a weakening worldwide economy starting in May, have only achieved sequential growth of 5% in the second quarter, and compared to the same period a year ago, volume dropped 1.8%, reaching only slightly greater than 50 million units, according to Digitimes Research findings.
However, sales performance was uneven. Asustek Computer charged ahead with sequential shipment growth of 36% in the quarter, while Hewlett-Packard (HP), Dell and Toshiba all suffered on-quarter drops of 4-7%, and Acer, benefiting from its netbook shipments and pricing strategy, managed close to the notebook market average as did Lenovo.
Ms Chien notes that HP’s rank as the number one vendor is on the bubble with its shipment gap over Lenovo in the quarter less 500,000 units, while Asustek’s market share of 11.3% helped the company overtake and pass Dell to become the fourth-largest vendor worldwide. Apple and Samsung Electronics ranked seventh and eighth respectively in global sales trailing closely behind Toshiba in sixth place with a gap of less than 2pp.
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