Industry sources fear the notebook industry may experience component shortages in the second quarter of next year.
Notebook shipments from Taiwan makers will reach 25.98 million units in the second quarter of 2008, approximately the same as the volume for the third quarter of 2007, according to Digitimes Research. However, so far component suppliers have been slow to expand their capacity to meet strong demand, the sources revealed.
Component shortages undermined notebook shipment growth in the third quarter, the sources said. Some ODMs saw their shipments grow almost 10% less than their original goal after having to delay their shipments to the fourth quarter because of the shortage, the sources added.
But because of the delayed shipments from the third quarter, fourth-quarter notebook shipments will have strong sequential and on-year growth of 27% and 44%, respectively, to over 30 million units, the sources said.
The site talks about serious shortages of power management circuits, graphics cards, high-capacity HDDs, LCD panels, batteries and mechanical parts.