IHS iSuppli expects sales of Ultrabooks and other ultra-thin notebook PCs to save the day for notebook sales after a tough start to 2013.
Lin said consumers remain
wary as uncertainties linger in the global economy. Slowing in the
markets of Europe, China and the U.S. is further depressing sales, he
“However, an expected increase in demand for Ultrabooks
and other ultra-thins will help reignite notebook PC shipments from ODMs
to their client OEMs in the second half,” Lin said
IHS said it
expects the ODM market to recover, starting in the second half of the
year. At the close of 2013, notebook shipments from ODMs to client OEMs
will rise 5 percent from their 2012 level of 156.9 million units, IHS
The top 5 ODMs—all based in Taiwan—are employed by
original equipment manufacturers (OEMs), which use them on an outsourced
or contract manufacturing basis to make computers that are then branded
by the OEM and sold.
Among OEMs, Hewlett-Packard Co. last year
outsourced its notebook PCs to Taiwanese-based ODMs like Quanta
Computer, Compal, Wistron, Inventec, Pegatron and Hon Hai, according to
IHS. Lenovo did the same, contracting out to Quanta, Compal, Wistron and
Pegatron, IHS said.
Meanwhile, the ODM Quanta had its hands
full with orders from computer makers such as HP, Lenovo, Dell, Acer,
Asus, Toshiba, Apple, Sony and Fujitsu, IHS said.