Shenzhen Enrich Electronics Co.,Ltd

According to the latest notebook shipment report from the global market research institute, state-of-the-art notebook computer shipments have been affected by traditional off-season effects. In the first quarter of 2018, global laptop shipments totaled 37.27 million units, a quarterly decline of 15.7%, and an annual recession of 1.4%.

In the first half of the year, notebook-related parts and components, including passive components, PC DRAM, batteries, MOSFETs, and panel-driven ICs, all suffered bottlenecks due to price increases. Zhanbang Consulting’s notebook computer analyst Zeng Han-han said that due to the first quarter's low shipments in the laptop market, it was limited by the shortage of related parts and components mentioned above. However, as demand increased in the second quarter, supply problems also increased. Which is the most tight supply of passive components MLCC, accept the price increase or postponed delivery as the main method of adjustment.

It is expected that parts and components will be burned all the way to the second half of the year. Plus, Microsoft will increase its licensing authority for high-end UHD resolution products, and the third quarter Intel processors Cannon Lake and Whiskey Lake will delay delivery. Laptop shipment performance adds variables. As a result, Jibang Consulting revised its shipment estimates for the entire year of 2018. The annual recession was revised slightly from 0.5% in the previous period to 0.7%.

Dell, Hewlett-Packard first quarter, Lenovo's second quarter trend into focus

US-based brands performed well in the first quarter. In addition to the North American market, Dell and Hewlett-Packard also actively promoted overseas shipments, with annual growth rates of 14.5% and 4.4% in the first quarter, and shipments of 6.19 million units and 9 million units respectively. In contrast, Apple's shipments this year fell into the second half of the year. The shipment of notebooks in the first quarter was deserted, with only 2.89 million units, and the annual decline was 15.1%.

In recent years, Lenovo has been affected by changes in large group organizations. Shipment kinetic energy has dissipated. In the first quarter, only 7.9 million units were shipped, a decline of 1.6% compared with the same period of last year. However, due to the organizational reforms in the company in the second quarter, which will be basically finalized, it will undoubtedly lead to the shipment performance of notebooks in mainland China if they can fully sprint and ship in the next few quarters.

Taiwan's brand shipments remained silent in the first quarter, mainly because the brand accelerated its development focus on e-sports and e-sports products. Shipments of niche-type products have improved, but low-end models have suffered from off-season effects and products. The dual impact of convergence has affected Asustek and Acer's shipment performance in the first quarter, with only 3.31 million units and 2.78 million units, respectively, representing a decrease of 9.3% and 16.5% compared with the same period of last year.