Micro-Star International (MSI) and Gigabyte Technology recently revealed that their notebook shipments picked up in the second half of the year and both companies are optimistic about notebook shipments for 2010.
MSI expects its notebook shipments will have chance to grow more than 10% sequentially in the fourth quarter of 2009 thanks to the launch of Windows 7, but a shortage of optical drives and DRAM, which is expected to last through the end of 2009 and even longer, may hurt growth, chairman Joseph Hsu indicated.
However, Hsu expects 30% on-year growth in both the company's notebook and all-in-one PC shipments in 2010.
For netbooks, Hsu noted MSI's netbook proportion of its total notebook shipments has dropped from a previous level of 50% to only about 30% currently. In addition, market demand for ultra-thin notebook has also been weaker than expected, but Hsu expects ultra-thin models' proportion will account for 20% of the company's total notebook shipments in the first half of 2010 and 30% in the second half as Intel will begin offer dual-core CPUs for the segment later this quarter.
Gigabyte said it is unlikely to achieve its goal of shipping 200,000 notebooks in 2009 due to fewer-than-expected notebook shipments in the first half of the year. However, Gigabyte vice president Richard Ma noted shipments have started picking up in the third quarter, and he expects annual shipments will reach 120,000 units.
In 2010, Ma expects Gigabyte's notebook shipments will reach 300,000 units, as Windows 7 will drive demand. Half of those notebooks will be made by Quanta Computer and half made in-house. Gigabyte will also launch an in-house developed ultra-thin notebook in the first quarter of 2010.