Notebook Q4 Shipment Growth Raised to 5%: Barclays


The bank now expects notebook shipments in the October-December quarter to rise 5 percent from the past three months to 37.5 million units, compared with prior expectations of a 2 percent growth.

The top-tier contract notebook makers are all Taiwanese companies, including Quanta Computer Inc., Compal Electronics Inc., Wistron Corp., Inventec Corp. and Pegatron Corp.

The revision came after November notebook shipments showed better-than-expected growth of 14 percent, driven mostly by orders of business models from U.S. PC brands, such as Hewlett-Packard Co. and Dell Inc., Barclays said.

However, the bank warned that it still believes Microsoft Corp.'s upgraded Windows 8.1 software will not help consumer market demand, while contract notebook makers are still experiencing soft demand as consumers shift their interests to new mobile devices, such as smartphones and tablets.

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