Tue, Jun 17, 2014 - Page 14 News List

Analysts say PC market may finally be reviving

DROUGHT OVER?With sales estimates at US$13.4 billion to US$14.0 billion this quarter, 5 percent higher than Intel’s earlier estimates, there could be a market upswing

By Kevin Chen  /  Staff reporter

Kirk Yang (楊應超) and his colleagues at Barclays Capital Securities Corp last week also raised their shipment forecasts for this quarter, predicting notebook shipments would grow 8 percent quarter-on-quarter and desktop PC shipments increase 4 percent from last quarter.

Based on the signs of recovery in the PC industry in the first half, Barclays is positive on Asustek Computer Inc (華碩) and Compal as the two companies set to benefit from the growth in notebook computer shipments and the rising demand of smart devices.

CIMB believes Asustek would outperform its peers in the near future because of its high exposure in hybrid notebooks and Chromebooks, while JPMorgan is upbeat about Quanta, Compal and Lenovo for their market share gains or growth from non-PC segments.

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