Top-5 notebook vendors see shipments decline 11% in November, says Digitimes Research

Jim Hsiao, Taipei; Joseph Tsai, DIGITIMES

The top-5 notebook brands' combined shipments grew 4% on month, but went down 11% on year in November, despite the month being a traditional strong season. Intel's CPU shortages and ongoing US-China trade tensions continued affecting notebook players' shipment performances in November.

Hewlett-Packard (HP) had an on-month shipment decline in November and the volumes also slipped 14% on year. Lenovo enjoyed an on-month growth of 10% in November thanks to China e-commerce platforms' inventory preparations. Dell also experienced an on-month decline in November shipments, but saw a 6% on-year increase thanks to strong shipment growth in the enterprise sector, Digitimes Research numbers show.

The top-3 ODMs together achieved an on-month shipment growth of 1% in November, thanks to HP increasing the proportion of its shipments to Compal Electronics, which became the largest notebook maker worldwide, leapfrogging the original number-one Quanta Computer.