DigiTimes claims Taiwanese IC chip makers are seeing an uptick in demand as Windows 10 seems to be triggering replacement demand for laptops. IC orders reportedly started to grow this month, with order visibility for the fourth quarter becoming more clear. If the demand persists, the site believes global laptop sales may see a single-digit sequential growth in the third and fourth quarters of this year.
Judging from orders received thus far in the second half of 2015, the sources estimated that notebook shipments worldwide will likely register single-digit sequential growth in the third and fourth quarters of the year.
In addition, the sources expressed more optimism about PC replacement demand triggered by Windows 10. Feedback from users which have upgraded to the new OS is quite positive, which will give notebook vendors the confidence to promote their new Windows 10 models, the sources noted.