Search Results
keyword：Caroline Chen，
29 result(s)
2014/06/24
Notebook shipments reached approximately 14 million in May 2014, up 64% on month and up 9% on year Distributors’ strong stock up demands for new models including low priced US $249 Microsoft notebooks acted as a major growth momentum, according to WitsView, a subsidiary of Taiwan-based market intelligence firm TrendForce
Hewlett-Packard (HP) saw strong 50% shipment growth in May as the company performed well in the tenders market Meanwhile, Toshiba’s monthly shipment growth set new record of 18% breaking the 1 million mark Dell and Apple, however, saw their notebook shipments drop 17% and 33% in the same month respectively, mainly because of higher shipment base periods in April 2014 The outlook for June notebook shipment volumes this year is expected to grow 9-11% spurred by summer sales stock up demands, and tightened panel supply in May that have caused delays throughout the entire production line
Chen further pointed out that notebook shipments from Jan-May 2014 was up 5% on year to reach 645 million units, as economies across the globe improve and consumers are becoming more aware of the distinction between notebook and tablet capabilities
Notebook shipments are expected to grow 9-11% in June, projected WitsView, adding overall shipment decline in 2014 will narrow down to 07% on year to 168 million units The research organization did not rule out the possibility of notebook shipments making a turn around
Photo: Notebook shipment market share by vendor
2014/04/22
The NB shipment for Q1’14 reached 405 M units, declining 12% QoQ because of the traditional slow season and the inventory accumulated since Q4 last year that needed to be digested, according to the latest NB shipment survey by WitsView, the display research division of TrendForce “As all brands roll out new models, the Q2 NB shipment seeks growth in the slow season and is likely to challenge higher-than-3% rise with the strategic distribution,” says Caroline Chen, Witsview’s Assistant Research Manager
In terms of market shares by brands, HP remained in the lead in Q1 and saw a QoQ shipment drop narrowing to 9% and a YoY growth rising to 13% with the volumetric shipment in March On the other hand, Lenovo, staying as the second, lagged behind HP in terms of the shipment in March and showed an eight-percentage-point gap in the Q1 shipment Asus, with the accelerating shipment momentum of its hit product T100 in Q1, ranked in third with Dell Acer’s Q1 shipment, damped by both internal and external factors, declined 15% QoQ and can only pin the hope on new models launched in Q2
The penetration rate of touch function on NBs in Q1 attained only 124% and showed zero growth from Q4 last year “The market’s anticipation for NB price cuts is higher than the freshness of design, the 2-in-1 design meets the market’s demand but only the low-priced models can sell,” says Chen “The NBs priced at US$ 249 subsidized by Microsoft will be launched one after another in Q2, causing severe challenges to touch NBs”
Figure-1 Top 10 Branded Notebook 4Q13 vs 1Q14
2014/03/24
The notebook (NB) shipment in February 2014 decreased 93% compared to previous month to 123 million units due to inventory adjustments, fewer work days and labor shortage
“The NB Original Design Manufacturers (ODMs) have been relocating to western inland cities in China, where the population is less concentrated than coastal cities and labor recruitment is slower,” said Caroline Chen, Assistant Research Manager of WitsView, the display research division of the global intelligence provider TrendForce” Fluctuation in labor in February is a common problem for most manufacturers”
HP and Lenovo were the only two brands that showed growth in February, according to a latest WitsView survey After aggressive adjustments in January, HP boosted shipment in the following month and saw a monthly surge of 37%, closely followed by Lenovo’s 8% monthly growth The two brands are head-to-head in total shipments for the first two months this year, and continue their race for the top spot The remaining brands saw diverse shipment drops as Asus has outsold Acer since 4Q last year Acer shipment declined 30% and ranked in No4, right after Dell The NB shipment growth forecast for March is 17-20% as labor issue eases and shipment orders unfinished in February due to fewer business days are completed in March
Graph 1 February 2014 NB Market Shares by Brands
2014/03/13
As Google’s Chromebook market expansion accelerates constantly in 2014, its penetration rate possibly rises to 3-4% in 2014, according to WitsView, the display research division of the global intelligence provider TrendForce
“Chromebook’s three major advantages are its cultivation in the educational market that develops future clients, its data security protection and up-to-date feature which are beneficial to enterprises, and its affordable price for consumers,” WitsView assistant research manager Caroline Chen says
Chromebook’s penetration depends on its soft competitiveness, which include services offered by Google that deeply relate to everyday life, and users’ reliance on Google services helps lower Chromebook’s entry barrier Besides, major NB brands start the developments one after another, and the increasing retail channels boost product exposure and choices In addition to the free cloud storage, the 4G version provides free transmission services for a certain amount of data Last, the relatively low prices are suitable for the educational market and mid and small enterprises
Chromebook indeed causes serious threats to Microsoft despite of its weaknesses, including its deep reliance on Internet connection and consumers’ unfamiliarity with Google’s document processing software
2014/02/07
The news that SONY sells its VAIO PC unit is shocking but not surprising Based on the survey by WitsView, the display division of the global intelligence provider TrendForce, SONY’s NB shipment declined near 35% from 2010 to 2013 with a worldwide market share dipping to below 4% in 2013, indicating its PC unit facing severe obstacles
SONY VAIO, holding a high-end luxury brand image, is brave enough to innovate and experiment on functions and designs “SONY, as the most active brand on touch NB development in 2013, projects to reach a touch NB penetration rate as high as 25%, compared to 10% for the entire touch NB market,” WitsView research assistant manager Caroline Chen says “However, in the market crowded of options for consumers and low prices remain mainstream , the product differentiation needs to take selling prices into account, and SONY’s insistence on the high-end products makes it difficult to expand market share
SONY’s NB brand VAIO is still highly valued in the market, and how the new company operates under the alliance with Japan Industrial Partners (JIP) is widely anticipated, which will influence not only VAIO’s future but the entire NB market
2010-2013 SONY NB Shipment and YoY %
Source: WitsView
