Low-priced tablets and a product transition period will continue to drag down shipments of Taiwan-based notebook computer makers this quarter, Bank of America Merrill Lynch said.
The overall outlook for the second half this year remains challenging, with an expected shipment growth of just 2 percent to 3 percent for Taiwan-based brands and contract laptop makers this quarter, it said in a note on Wednesday.
PC brands Acer Inc (宏碁) and Asustek Computer Inc (華碩) have suffered from the rise of low-price tablets and slowing demand in the second quarter, Merrill Lynch analyst Robert Cheng (鄭勝榮) said.
“Acer even saw losses again and we believe this situation will likely continue for the next four quarters,” Cheng said, adding that Asustek’s “product mix will become worse in the second half of 2013.”
In the contract manufacturing sector, Compal Electronics Inc (仁寶) and Wistron Corp (緯創) forecast flattish notebook shipment growth for the third quarter, while Quanta Computer Inc (廣達) and Inventec Corp (英業達) still expect sequential growth, he said.