Fermented by the traditional off-season effect, global notebook shipments in the first quarter were 37.27 million units, a quarterly decline of 15.7%

TrendForce said yesterday (23) that it was fermented by the traditional off-season effect. In the first quarter, global notebook shipments were 37.27 million units, a quarterly decline of 15.7% and an annual decline of 1.4%. Affected by the tight supply of components and Microsoft's increase in high-end products, the number of notebook shipments in 2018 was revised down slightly, from 0.5% to 0.7%.

In response to this year's notebook market conditions, Chen Ruicong, general manager of Compal (2324), previously stated that global notebook shipments may fall between 2% and 2% annually in 2018. Commercial notebooks have stopped supporting because of Microsoft Win 7, Demand will rise and Compal ’s commercial laptops will account for a high proportion. The company ’s laptop shipments will be higher than industry standards this year, and PC shipments will increase 15% to 20% in the second quarter.

Inventec's general manager Wu Yongcai said that Inventec mainly ships commercial laptops, which are high-end products. The market growth is still optimistic, including Lenovo, Dell and HP. The volume of goods is growing, driving Inventec's notebook shipments in the second quarter to grow.

Quanta deputy director and general manager Liang Cizhen said that notebook shipments will be better in the second half of the year than in the first half. The first half of the year is estimated to be flat. The growth rate in the second half is relatively obvious. Global notebook shipments have declined slightly year by year, and shipments are expected to decline slightly this year.

Pegatron CEO Liao Cizheng said that the second quarter is a traditional off-season, with notebook shipments falling by 10% to 15%, desktop and motherboard shipments by 5% to 10%, and other non-information technology ( IT) product shipments fell slightly.

TrendForce laptop analyst Zeng Jihan said that in the first half of the year, laptop-related components, including passive components, PC DRAM, batteries, MOSFETs, and panel driver ICs, all experienced supply bottlenecks due to rising prices.

Since the first quarter coincided with the low shipment of the notebook market, the impact of the above-mentioned shortage of related components was limited. However, when the demand increased in the second quarter, the supply problems also increased simultaneously. Among them, the supply of passive components MLCC was the most tight. Accepting price increases or postponing delivery as the main adjustment method.

She expects that the issue of components will be postponed to the second half of the year, and Microsoft will increase the licensing fee for high-end UHD resolution products. In the third quarter, Intel ’s new processors, Cannon Lake and Whiskey Lake, will be delayed. Today's electricity shipments add variables.