Notebook Shipments Drop Hit Dell, Lenovo Harder

By Jessica Davis  |  Print this article Print

Notebook shipments have slowed even more than previously thought, according to supply chain checks, FBR Research says. Dell and Lenovo in particular have seen shipments lower than expected, while HP and Acer did a little better. Motherboard shipments also slid.

Dell and Lenovo may be experiencing slowing notebook sales if recent supply chain checks are any indication.

A report from FBR Research, based on its checks of the Taiwanese PC supply chain, showed that notebook shipments to Dell and Lenovo were lower than expected while Hewlett-Packard and Acer saw higher-than-expected notebook shipments.

FBR Research says in its brief report that almost all notebook makers have reduced their fourth-quarter shipment expectations based on slower global demand.

Global notebook unit shipments are now expected to be up 5 percent sequentially and 24 percent year over year. That compares with expectations released in October of 12 percent sequentially and 33 percent year over year, according to FBR Research.

Motherboard shipments were more significantly hurt. Shipments for the fourth quarter are now expected to be down 15 percent sequentially and 17 percent year over year. In October those expectations were only down 6 percent sequentially and 8 percent year over year.

"While these forecasts may not correlate perfectly to overall PC industry shipments because of ongoing share shifts among notebook suppliers and seasonal inventory fluctuations for motherboards, we believe the rapid deceleration in the Taiwan supply chain forecast makes it likely that PC shipments will soften significantly in Q4," FBR Research says in its report.

Jessica Davis covers the channel for eWeek and Channel Insider. Her technology journalism career began well before anyone heard of the World Wide Web and has included stints at Infoworld, Electronic News/EDN, and the Philadelphia Business Journal. Her work has also appeared on CNN and Forbes.com. She has covered hardware, software and networking, as well as the business side of technology. She has won several journalism awards, including a national ASBPE award for best staff-written column, and was named Marketing Computers hardest working tech journalist on their inaugural list of top tech journalists. Jessica can be reached at jessica.davis@ziffdavisenterprise.com

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