Replies to post #125728 on Intel Corp (INTC)

[ibc]

Global notebook demand to remain weak in 1H14, say Taiwan makers
http://www.digitimes.com/news/a20131204PD202.html

Viewing that notebook vendors have taken conservative attitudes in developing new models for launch in 2014, global demand for notebooks is expected to remain stagnant in the first half of 2014, according to Taiwan-based supply chain makers.

Notebook shipments in first-half 2014 will hinge on sales in the North America and Europe markets from the Thanksgiving-Christmas period in 2013 because, if sales performance is short of expectation, retail chains will have to clean inventories and reduce shipments from vendors in the first half of 2014, the sources said.

Unlike component makers' conservative outlook, notebook ODMs Quanta Computer and Compal Electronics think that global notebook demand will rebound in 2014, the sources indicated. Quanta and Compal may see more orders possibly because notebook vendors are likely to concentrate ODM orders on Quanta and Compal to minimize production costs, the sources suggested.

Digitimes Research forecasts global notebook shipments at 158 million units in 2014, dropping 6.63% on year.

[ibc]

Here's the IDC data.
http://www.idc.com/getdoc.jsp?containerId=prUS24466513

The emerging market trend is just brutal. No wonder Intel doesn't do regional revenue breakouts anymore in their financial disclosures. Emerging markets used to be the growth story.

 
 IDC: PC shipments and growth by region and form factor, 2012-2013 (m units)                                      
 ------------------------------------------------------------------------ 
 Region                  Form factor     2012    Y/Y     2013(f) Y/Y      
 ------------------------------------------------------------------------ 
 Emerging markets        Desktop         94.8    -3.90%  85.3    -10%     
                         Portable PC     110.4   0.50%   96.8    -12.30%  
                         Total PC        205.2   -1.60%  182.1   -11.30%  
 ------------------------------------------------------------------------ 
 Mature markets          Desktop         53.5    -4.70%  50.3    -6%      
                         Portable PC     90.6    -8.50%  81.8    -9.80%   
                         Total PC        144.1   -7.20%  132     -8.40%   
 ------------------------------------------------------------------------ 
 Worldwide               Desktop         148.3   -4.20%  135.6   -8.60%   
                         Portable PC     201.1   -3.80%  178.6   -11.20%  
                         Total PC        349.4   -4%     314.2   -10.10%  
 ------------------------------------------------------------------------ 
  
 ----------------------------------------------------- 
 Region                  Form factor    2017(f) Y/Y 
 ----------------------------------------------------- 
 Emerging markets        Desktop        78.2    -1.20% 
                         Portable PC    106     4.80% 
                         Total PC       184.3   2.20% 
 ----------------------------------------------------- 
 Mature markets          Desktop        42.7    -3.90% 
                         Portable PC    78.1    -1.30% 
                         Total PC       120.8   -2.20% 
 ----------------------------------------------------- 
 Worldwide               Desktop        121     -2.20% 
                         Portable PC    184.1   2.10% 
                         Total PC       305.1   0.40% 
 -----------------------------------------------------