Notebook shipments fall 17%
The No.1 notebook ODM, Compal, saw notebook shipments fall 7%; No.2, Quanta fell 27%, No.3, Wistron, fell 16%; No.4, Inventec, fell 9%, and No.5, Pegatron, fell 21%.
These companies make notebooks for HP, Acer, Dell, Asus, Lenovo, Samsung, Toshiba, Sony, Apple and Fujitsu.
Collectively, the top five ODMs shipped 33.2 million notebooks in Q1 down 17% from 40.1 million in Q4.
The slump is not just due to the rise of tablets, reckons IHS, but to the fact that Intel and Microsoft no longer co-ordinate the launch of the latest PC processor with the launch of the latest PC OS.