Market research firm TrendForce reports that the global notebook shipments for the first quarter of 2018 (1Q18) registered 37.27 million units, a quarterly decline of 15.7% and a year-on-year decline of 1.4%, influenced by the traditional off-season. The research group says Apple will boost the shipments in the second half of this year, shipping only 2.89 million units in the first quarter, a year-on-year decline of 15.1%.
TrendForce expects that the supply issues of components will continue all the way to the second half of this year. Together with Microsoft’s rising OS license fees for high-end UHD products, and uncertainties for Intel in shipping Cannon Lake and Whiskey Lake in the third quarter as previously scheduled, the notebook shipments for the whole year may be lower than expected. So the research group has revised the shipment forecast for 2018, with the annual decline revised to 0.7%, slightly up from previous forecast of 0.5%.
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