The domestic market has been optimistic about the growth in notebook shipments by 15%

May 6th, 2009   108 views

Market research agencies from DRAMeXchange report shows that as a result of mass production to benefit from new models, notebook OEM manufacturers of notebooks in the second quarter of this year (including the Internet) and shipments are still optimistic about the growth and forecast growth of up to 15% from the previous quarter. On the month, the shipments in April than a 3-5% decline in March, on the one hand, the main reason is because of the March shipments try for, but the basis of high expectations; followed by the impact of the lack of raw materials, defer the shipment time. Due to component suppliers in the long-term demand uncertainty, the manufacturer can only expand the total supply of care and would rather have less production, not the mentality of excessive supply, some products will be deferred to ship in May. May ship if the situation is not so limited, the ship is expected to rise again, with in June but remained virtually unchanged in May, but will the lack of supply of raw materials is still uncertain factor.

This wave of growth in demand, mainly from China and the U.S. market. The power consumption of the Chinese market and strong demand for another part of the support of the Government; and the U.S. market A Letter From Primitive Creatures also signs of the consumer market, but there is no static and dynamic commercial market. Another one of the major markets of Western Europe, demand has not rebounded, and even the risk of decline. Chinas consumer market growth if we say so, is to benefit from major appliances to the countryside policies. Since opening in March before they shipped, shipping time is the second batch in May, so the demand for the second quarter, the industry is estimated that there will be increased significantly. Policies to the countryside throughout the year can add three million laptops, 12 million of the scale of the Chinese market, Taiwan has made significant contribution, the effect of significantly boost shipments. In addition to the benefit OEM notebook, the Lenovo brand manufacturers, is one of the largest manufacturers benefit. Lenovo in China due to the three cities also have distribution network, as opposed to Dell, HP, Acer And other international companies based in the city level, the association rate of the additional sales will be relatively more significant, so this year, Lenovos PC shipments to grow confidence.

At present, the visibility can be to order the notebook in June, but the visibility of orders are still only six weeks, there is no longer, so the industry does not change having a cautious approach, but notebook growth quarter by quarter, posture and stability. And desktop computer manufacturers are not so optimistic about the market demand in the commercial did not return to the temperature, and the consumer market squeezed by notebooks products, the demand was still weak, is still to determine the second quarter of negative growth. Manufacturers to determine demand in the second half, the ship remained in the third quarter to take a more relaxed attitude, if the market fell short of expectations, as far as possible by taking advantage of the fourth quarter shipments to ensure that at least the fourth quarter will not be scalded Stock.

Editorial point of view: I am afraid the policy of home appliances to the countryside is only done on our national conditions, the large numbers of people moved to cities, in rural areas remain brothers and sisters would like to use the left with the number of notebooks. Mobile phone operators for the rural market is still running, the promotion of laptop When this is not just the marketing strategy makers can influence.so that the sales for the notebook has little impact, unless the policy was in effect the use of loopholes, making the overall price decline in the notebook, which it will lead to more families in the city to buy more than one notebook. This part should be able to expand the market, but it can influence and alleged the absolute number of the population just can not compare it. But certainly the country will be given priority over domestic brands influential, then those big companies abroad.

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