Notebook-PC manufacturers have reduced their 2014 shipment estimates as the market faces some challenges on both the supply and demand fronts. Intel’s ready-to-ship schedule for its Broadwell CPU, like the U-Processor line, has been delayed, which will push notebook original-design-manufacturer (ODM) production demand from Q2’14 to Q3’14.
At the same time, the expected launch of a 12.9” iPad from Apple could trigger growth in larger tablet PC screen sizes, leading to even more competition for potential notebook PC buyers. In addition, wearable devices and other new concepts are expected to compete for consumer spending during the holiday season and beyond. Finally, the trend toward user-interface fusion and operating-system integration will offer a more seamless working platform between mobile devices and PCs, which would further extend mobile device advantages for businesses.
Ziemlich dramatisch, was sich da gerade im Notebook-Markt abzeichnet. Die Top-9-Anbieter haben 2012 168 Millionen Notebooks abgesetzt, für 2013 werden 148 Millionen Verkäufe erwartet.
In diesem Jahr wird es noch weiter runtergehen, die Schätzungen belaufen sich auf „nur noch“ 134 Millionen Stück. Da gerät eine ganze Wertschöpfungskette ins Wanken und Sonys zwangsweise Abkehr vom Vaio-Geschäft ist der erste Dominostein.