DigiTimes spoke to folks in the upstream supply chain and got to hear that notebook makers are optimistic about the sales prospects of Windows 10. At present laptop sales are pretty weak but there's hope the new OS may be key for a replacement trend.
On top of this, device makers also believe Windows 10 tablets will enjoy better shipment growth than Android tablets in the second half of this year.
Notebook vendors are currently seeing weak notebook demand because most consumers have delayed their purchases to wait for the release of Windows 10 plus exchange rate fluctuations have caused the Europe market to see increased inventory levels, pushing vendors to become conservative about pulling in orders and they expect the new operating system to be key for a replacement trend.
Smartphone makers on the other hand have placed little resources on related smartphone development as they're rather conservative about the benefit of Windows 10 to the smartphone market.