Hard drive shortages and weak US and Europe economies are the two major negative factors causing weak performance in the first half, especially the first quarter, according to Digitimes senior analyst Joanne Chien. Chien added that Taiwan ODMs' notebook shipments in the first quarter will drop 9.4% on quarter and 3.2% on year.
Another growth driver for the notebook industry in the second half will be Intel's 22nm Ivy Bridge platform, which will feature Intel's 3D Tri-Gate technology with power consumption to reduce by 50% from the existing 32nm processors.
Laptop demand expected to surge in 2H 2012
Posted on Thursday, Feb 02 2012 @ 22:23 CET by Thomas De Maesschalck
DigiTimes reports notebook shipments are expected to rise sharply in the second half of the year, thanks to a recovering HDD market and the launch of Windows 8.