Hewlett-Packard (HP) is expected to remain as the leading notebook vendor in 2011 shipping over 50 million units, followed by Acer with around 47 million units. HP’s OEM partners for 2011 include Quanta Computer with 22-24 million orders, and Foxconn Electronics (Hon Hai Precision Industry) with 9-10 million units. Acer’s partners include Compal Electronics with 25 million units, Wistron with 15 million units, Quanta with five million units and Pegatron Technology with two million units, according to sources from notebook players.
However, since Acer still has chance to achieve 50 million notebook shipments in 2011, the top-two players are expected to continue their competition over pricing next year.
Since HP has started outsourcing some its notebook orders to EMS providers Foxconn and Flextronics, while Acer has outsourced to Pegatron to lower their costs, competition is expected to further impact their notebook OEM partners’ gross margins in 2011.
The two firms’ competition has also divided notebook makers into two groups and the effect has already impacted the order volumes Quanta received for 2011 since Acer’s outsourcing proportion to Quanta has dropped significantly from over 20% in 2010 to only about 11% in 2011, the sources added.
Source:http://www.digitimes.com/news/a20100730PD214.html
