DigiTimes reports shipments of notebooks from Taiwanese ODMs (original device manufacturers) remains weak in August. To blame are the weak European and US economies, as well as China's weakaning performance. Windows 8 is anticipated to resurrect consumer demand, but its effectiveness is being questioned by many notebook vendors.
Taiwan notebook ODMs may see their shipments in August stay flat on month and will not have a chance to recover until September, according to sources from notebook makers.
Notebook ODMs originally expected consumer demand to recover starting August helping them to achieve a double-digit percentage growth in the third quarter, but since the recovery is unlikely to start until September, whether the makers can achieve their expected growth for the third quarter is turning questionable.
Sources from the upstream supply chain also pointed out that brand vendors including Hewlett-Packard (HP), Dell, Acer and Toshiba are all turning conservative about placing orders, while Lenovo and Asustek Computer have increased their orders only slightly. As for Apple, the company's component orders and delivery schedules are both unchanged, but shipments on the assembly side have reportedly seen a slight drop.