Global notebook shipments are expected to stage a rebound in the second quarter of 2015, reaching a sequential growth rate of 11%, while narrowing the on-year decline rate to 1.2% compared to a 4.7% recorded in a quarter earlier, according to Digitimes Research.
Strong shipments from Apple and Chromebook vendors will contribute over 50% of the second-quarter growth, with MacBook products to register a 40% sequential growth and an over 50% on-year increase. Meanwhile, Chromebook shipments are expected to record a 60% on-quarter growth and a 55% on-year gain in the second quarter.
However, excluding MacBooks and Chromebooks, global notebook shipments in the second quarter will edge up only 5% sequentially, but down 8.7% on a yearly basis.
Powered by the launch of 12-inch MacBook, Apple is expected to ship five million notebooks in the second quarter, enabling it to compete with Dell for the third position in the global notebook ranking. Meanwhile, Lenovo is expected to ramp up its notebook shipments by over one million units in the quarter and maintain its number one position.
With regards to notebook ODMs, Quanta Computer and Compal Electronics are expected to boost their shipments by over 15% sequentially in the second quarter, while Pegatron will enjoy a 10% sequential growth. But Wistron and Inventec are likely to suffer a setback during the same period, Digitimes Research estimated.