Sunday, June 19, 2011

Notebook ODMs becoming conservative over 2H11 outlook

Notebook ODMs including Quanta Computer, Compal Electronics and Wistron have become more conservative about the business outlook for the second half of 2011 due to drastically changing market conditions in the US and Europe, and the deferred buying effect brought about by the planned launches of tablet PCs from brand vendors, according to industry sources.

Factors including debt problems in Europe, steep falls of stock prices in the US plus its high unemployment rate are likely to work to undermine consumer purchasing, the sources pointed out.

Although back-to-school demand in September, and the Thanksgiving and year-end buying seasons are highly anticipated, most ODMs are not very active in building up inventories of parts and components, indicated the sources.

Additionally, consumers are also waiting for the launches of tablet PCs from Amazon and Barnes & Noble as well as from Hewlett-Packard (HP), Dell and Lenovo in the second half of 2011, deferring their buying of new notebooks, the sources added.

The sales ratios of notebooks in the first and second halves of 2011 will be 50:50 instead of 40:60 as in previous years, Wistron chairman Simon Lin said earlier.

Quanta has also stated it does not think that the second half of 2011 will be an exciting peak season for notebook makers although sales in the latter-half will grow 10% from the first half.

Compal, which has already lowered its notebook shipment goal for the year to 48 million units, may see its shipments affected further by inventory adjustments at Acer, the sources pointed out.

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