MSI AND GIGABYTE have said that their notebook shipments picked up in the second half of the year.
According to Digitimes, both companies are optimistic about notebook shipments for 2010.
After consulting with Taiwanese Tarot readers MSI expects its notebook shipments will have a chance to grow more than 10 per cent sequentially in the fourth quarter of 2009.
Apparently Windows 7 will help things along, but a shortage of optical drives and DRAM that's expected to last through the end of 2009 will prevent the industry from growing like topsy.
MSI boss Joseph Hsu expected 30 per cent year-on-year growth in the company's notebook and all-in-one PC shipments in 2010.
MSI's netbook proportion of its total notebook shipments has dropped from a previous level of 50 per cent to only about 30 per cent. Demand for ultra-thin notebooks has also been weaker than expected, but Hsu expects ultra-thin models will pick up after Intel begins to offer dual-core CPUs to put into them.
Meanwhile Gigabyte said it is unlikely to achieve its goal of shipping 200,000 notebooks in 2009, but shipments have started picking up and it expects shipments will reach 120,000 units.
However, Gigabyte is hopefully predicting that its notebook shipments will reach 300,000 units in 2010, thanks to Windows 7 making people want to replace their notebooks. µ
prefer to call it the Kai Ching.
Can someone explain why "Windows 7 making people want to replace their notebooks" ?
As far as I can determin, Windows7 performs better than both Vista and WindowsXP on any given hardware, and definitely functions well on machines that simply will not run Vista.
Windows7 is most likely to make me want KEEP my notebook and get a few more years life out of it, not trash it!
The MS centric computer universe has never really seen a "performance release" and maybe this has people confused. But as far as I can see, the quoted statement is completely at odds with reality.
Dweeb
"Apparently Windows 7 will help things along" - well, given how they enforced Vista on notebooks(sans business oriented models which shipped with downgrade options) it might just happen again with 7. Windows 7 is neither broken nor immature as Vista was back when it was released (but not now, mind you), and it's obvious that after some time we'll get it on laptops.
On the other hand, the notebook market will grow and that is obvious for a number of reasons. First of all, the devices are getting cheaper. Second, an average user is intended to use his/her notebook for two-three years and then move on to another one and while in developing countries such an idea is still in its infancy as laptops are still considered a luxurious item there, it works fine in the UK or USA or Asia. This coupled with the inability to substantially upgrade hardware will cause many to switch their notebooks for newer models after several years, again and again.
Third, netbooks wont' kill the ordinary laptops. They're bound to hit the wall with miniaturization - several inches less in terms of screen size and we're home with for example iPAQ 210(EUR version 214), and your eyes are not going to last long against all of those super-tiny icons, texts and GUI. Performance-wise these devices are (at least for now) banned to the realm of lightweight internet browsking and some basic MS Office work. And many,many people need and will need PDRs (portable desktop replacements) with all the ports, multibays and you name it, as well as lighter standard size (15,4-17") notebooks. Miniaturization is fine as long as it's practical and economical. UMPC anyone?
So the general synthesis is that an ordinary laptop will last and its user base will grow. The same is true for sales figures. We don't need any company to tell us this...or do we?
Peace