Notebook vendors conservative about touchscreen notebook shipments in 3Q13 Sammi Huang, Taipei; Alex Wolfgram, DIGITIMES [Wednesday 31 July 2013]
Notebook vendors increasingly are conservative about touchscreen notebook shipments in the third quarter of 2013, and in general are not expected to start shipments until September, according to supply chain sources.
About 70-80% of notebook vendors that are putting in orders for the technology will reportedly delay shipments until September, which may cause an unexpected slowdown in affiliated supply chains, the sources said.
Normally notebook supply chains start to see orders increase in July each year but currently orders have been stagnant and are not likely to grow until August, the sources added.
The sources also said the delay in shipments comes as the penetration rate for touchscreen notebook technology is only expected to reach 8-10% in 2013.