Sources from notebook makers recently expressed their concern that global notebook shipments in the second half of 2010, the traditional peak season for the PC market in Europe and North America, may not see strong growth from the first half as in previous years.
In 2009, 40% of the global notebook shipments were in the first half and 60% in the second, but the shipments proportion for the first and the second halves of 2010 may reach 50% and 50% due to strong notebook demand in China.
The first half is traditionally the peak season for China's PC industry since the country holds two major holidays – the Lunar New Year in January/February and Labor Day in May.
As China currently contributes a 25% share of global notebook shipments and is expected to continue growing to surpass Europe and North America in the next 2-3 years, the global notebook market will likely see similar first half and second half shipment volumes in the future, the sources noted.
Compal Electronics president Ray Chen previously noted that he expects the company's notebook shipment ratio for the first and second halves of 2010 to be 50:50, from previous years' 30:70 or 40:60.
In additional news, the sources noted that tight supply of Intel's new Core i3 and i5 processors due to an insufficient yields is also creating uncertainty over notebook players' shipments in the second half of 2010.
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