In the first half of the year, notebook-related components including passive components, PC DRAM, batteries, MOSFETs, and panel driver ICs were all bottlenecks due to price increases. The low level of shipments in the market was limited by the shortage of relevant parts and components mentioned above. However, as demand increased in the second quarter, the supply problem was also amplified. Among them, the supply of passive components MLCC was the most tight, accepting price increases or postponing delivery. As the main adjustment method.
It is expected that parts and components will be burned all the way to the second half of the year, plus Microsoft's upward adjustment of licensing fees for high-end UHD resolution products, as well as delays in shipments of third-generation Intel processors Cannon Lake and Whiskey Lake. The shipment performance of notebook computers added variables. Jibang Consulting therefore revised down its full-year shipping estimate for 2018. The annual recession was revised slightly from 0.5% in the previous period to 0.7%.
Dell, HP's strength in the first quarter, Lenovo's second quarter trend into focus
US-based brands performed well in the first quarter. In addition to the North American market, Dell and Hewlett-Packard also actively promoted overseas shipments. The first quarterly growth rates were as high as 14.5% and 4.4%, respectively. Shipments were 6.19 million units and 9 million units. On the other hand, Apple's shipments this year fell into the second half of the year. The shipments of notebooks in the first quarter were deserted with only 2.89 million units, and the annual decline was 15.1%.
In recent years, Lenovo has been affected by changes in large group organizations. Shipment momentum has dissipated. Shipments in the first quarter were only 7.9 million units, which was a decline of 1.6% compared to the same period last year. However, due to organizational reforms in the company, the second quarter was largely determined. The next few quarters will be able to sprint and ship, which will undoubtedly boost the performance of laptop shipments in mainland China.
The first quarter shipments of Taiwan brand products showed a quiet performance. The main reason is that the brand has accelerated its development focus to eSports. The e-sports-like products have been promoted. The shipment of niche-type products has improved, but the low-end models have been affected by the off-season effect and products. The dual impact of convergence has affected ASUS and Acer's shipment performance in the first quarter, with only 3.31 million units and 2.78 million units respectively, which represents a decrease of 9.3% and 16.5% compared with the same period of last year.
