When it comes to global notebook shipments, it is no surprise that the market is taking a turn for the worse (find out why). While this is a trend that is not expected to turnaround completely anytime soon, if ever, things may not be as bad during the second half of 2013 as the first. For companies such as Apple Inc. (NASDAQ:AAPL), this could be a good thing.
For more on this market and the way it is moving right now, we don’t have to look any further than a recent report by Digitimes.
Here is what you need to know about global notebook shipments:
“Although global notebook shipments in the second half of 2013 will not see a double-digit percentage on-year drop like in the first, they will still suffer a 6-7% decrease during the period, and in terms of a quarterly comparison, global notebook shipments will only see 4.8% growth in the third quarter, showing that supply side promotions only had a limited effect in boosting demand, according to Digitimes Research’s latest figures.”
This is where the “semi-good news” comes into play.
As you can see, global notebook shipments in the second half are not going to experience the same drop as the first half. The bad news is that the market is still going to face a six to seven percent decrease during this time period, meaning that there is no positive improvement to make note of.
What does this mean to the likes of Apple Inc. (NASDAQ:AAPL) among others? Before we go any further, it is important to note that Cupertino does not rely on this market as heavily as other companies. Instead, Apple is able to do just fine by performing well in the smartphone and tablet markets.
Here is a mention of Apple Inc. (NASDAQ:AAPL) in the same Digitimes piece:
“Among the top-10 brand vendors, Apple, Lenovo and Hewlett-Packard (HP) will enjoy better shipment growths in the second half compared to the first. Apple will mainly benefit from its new MacBook Pro products ready for launch in October, while Lenovo will see increasing contributions from markets outside of China, and HP will benefit by a recovery of enterprise market demand.”
Apple Inc. (NASDAQ:AAPL) is expected to be a big winner during the second half of 2013 as far as global notebook shipments are concerned. The company can thank its new MacBook Pro for that.