iSuppli: będzie lepiej na rynku notebooków
I kwartał był najgorszy od lat, ale w drugiej połowie roku można oczekiwać poprawy – twierdzi firma badawcza.

Dane odnoszą się do dostaw notebooków do vendorów od produkujących sprzęt firm ODM (original design manufacturers). W I kw. 2012 r. według iSuppli wyniosły one 33,2 mln szt., czyli o 17 proc. mniej niż w zeszłym roku. Wynik był o 4-5 pkt proc. gorszy od oczekiwań. Zdaniem firmy badawczej odnotowany spadek był konsekwencją dużych dostaw notebooków w IV kw. 2012 r. Na początku roku magazyny były pełne sprzętu. Tym niemniej wynik jest najgorszy od 3 lat.
W drugiej połowie br. zdaniem iSuppli powinna nastąpić poprawa, dzięki wprowadzeniu na rynek tańszych ultracienkich laptopów z ekranami dotykowymi i nowymi procesorami Intela. Wpływ na wielkość dostaw będzie mieć także zapowiedziana przez Microsoft obniżka stawek licencyjnych za Windows 8 dla urządzeń z ekranami 11,6 cala lub mniejszymi. ISuppli zwraca uwagę, że Intel i Microsoft nie wprowadzają nowych produktów w tym samym czasie, co nie jest dobre dla rynku. Np. premiera Windows 8 nie zbiegła się z ofertą procesorów Ivy Brigde (w ub. roku).
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Notebooki: w tym roku nie będzie szczytu sezonu
W II poł. 2022 r. dostawy notebooków zanurkują aż o 26 proc. Spadek popytu dosięgnął także laptopy biznesowe.