Taiwan-based notebook ODMs, although still maintaining their shipment forecast for the second quarter, have recently started decreasing their orders to upstream component makers and the actions could possibility reduce their notebook shipment volume in June to lower than expected, according to sources from the upstream supply chain.
With Europe's crises continuing to impact PC demand in the region, brand vendors have turned conservative about their shipments. However, so far, notebook ODMs still have not yet adjusted their shipment forecast for the second quarter with Quanta Computer still expects sequential growth of 5-10%, Compal Electronics expects 15%, Wistron 0-5%, Inventec to stay flat and Pegatron Technology 30-35%.
However, notebook ODMs has responded that their shipments in June will continue to rise since Europe's crises have already occurred and channel retailers are hesitant simply because of the uncertainty of the situation.
Notebook ODMs also pointed out that notebook demand is still expected to become strong in the second half of 2012 with assistance from Intel's new processors and Microsoft's Windows 8.
Source: DigiTimes
