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  Notebook 1Q08 Shipments Jump 56.4% In China
June 4, 2008

China's 1Q 2008 notebook shipments jumped to19.5 million, up 56.4% YOY. As the price-performance ratio continues to improve, notebooks are growing at the expense of, and substituting for, the desktop PC.

Consumer notebook shipments exhibited outstanding growth, at 105.4% YOY, reaching 815 thousand units. Commercial shipments (including large, medium and small enterprises) grew less at 33.5% YOY, but reaching a larger 1.1 million units.

By commercial industry, media industry shipments grew strongly at 54.1%. The 2008 Beijing Olympics demanded investment in mobile offices for real-time reporting. Health care, transportation, and logistics also showed considerable growth.

By screen size, the 13.3" widescreen segment leaped 157.2% YOY. Vendors who were successful in this segment included Lenovo, HP, and Dell. Apple's MacBook Air and Lenovo's ThinkPad X300 are good examples of products adopting the 13.3" screen.

Notebook Screen Size

1Q08 Shipment (thousands)

YOY Growth
(%)

12.1”

98

11.9%

12W

121

106.6%

13W

113

157.2%

14.1”

315

27.5%

14W

782

97.4%

15.1”

168

4.1%

15W

254

51.4%

17.1”

6

48.8%

17W

8

59.2%

Others

89

13.0%

Total

1,954

56.4%

Source: CCID Consulting, April 2008

Lenovo dominated China's notebook market. However, HP had strong China growth, especially in the SME sector. At the same time, new vendors were targeting specific niches, such as Malata, MSI, and Loongson.

Notebook offerings in China continue to get thinner, lighter, and more diverse. Notebook segmentation includes ultra-portable to very low-priced to feature-rich desktop replacement, making the market attractive even to new entrants.

For more information

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Unless otherwise specified, all information provided is sourced from CCID Consulting.

 
         
         
     

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