Fueled by low-priced laptop computers, worldwide PC shipments surpassed 90 million units in the fourth quarter of last year, showing year-on-year growth of 22.1 percent — the strongest momentum in seven years, preliminary results by Gartner Inc released yesterday showed.
“Shipment growth was largely driven by low-priced consumer mobile PCs, both in regular notebooks and netbooks. As economic weakness continued, buyers became extremely price sensitive,” Mikako Kitagawa, principal analyst at Gartner, said in a statement. “Low-priced notebooks were good enough for many average consumers.”
These results indicate the recovery of the PC market on a global level, Kitagawa said.
“The US and Asia-Pacific had already shown positive indicators in the third quarter, however the fourth quarter of 2009 results were more concrete evidence of the recovery,” she said.
Acer Inc (宏碁) established itself as a leader of the sub-US$500 consumer notebook segment in key regions in the fourth quarter. The firm’s improved branding strategies also helped it to work better with channel partners, the statement said.
In the Asia-Pacific region, PC shipments surpassed 27.1 million units, marking a 44.4 percent increase from the fourth quarter of 2008.
China was key to the region’s performance, accounting for more than 61 percent of all PCs shipped in the region, Gartner said.
For the whole of last year, worldwide PC shipments grew 5.2 percent to 306 million units.
Hewlett-Packard Co maintained its top position last year, while Dell Inc was replaced by Acer as the No. 2 vendor based on shipments.
Meanwhile, nearly 20.7 million computers were shipped in the US in the final three months of last year, setting a new record and heralding economic revival, according to industry tracker IDC.
Abundant deals on low-priced netbooks and demand that built up during the economic crisis boosted shipments of computers 24 percent in the final quarter of the year as compared to the same period a year earlier, IDC reported.
“The market has weathered a storm which looks to be behind us,” IDC Worldwide Quarterly PC Tracker research analyst Jay Chou said.
“But salvaging decreasing margins will soon become even more pertinent as one considers the long-term effects of holding market share at the cost of profitability,” Chou said.
If computer makers lock into competing on price to sell low-cost machines, the market will “continue down the slippery slope of ‘good-enough’ computing sold to the lowest bidder,” Chou said.
ADVANCED: Previously, Taiwanese chip companies were restricted from building overseas fabs with technology less than two generations behind domestic factories Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a major chip supplier to Nvidia Corp, would no longer be restricted from investing in next-generation 2-nanometer chip production in the US, the Ministry of Economic Affairs said yesterday. However, the ministry added that the world’s biggest contract chipmaker would not be making any reckless decisions, given the weight of its up to US$30 billion investment. To safeguard Taiwan’s chip technology advantages, the government has barred local chipmakers from making chips using more advanced technologies at their overseas factories, in China particularly. Chipmakers were previously only allowed to produce chips using less advanced technologies, specifically
The New Taiwan dollar is on the verge of overtaking the yuan as Asia’s best carry-trade target given its lower risk of interest-rate and currency volatility. A strategy of borrowing the New Taiwan dollar to invest in higher-yielding alternatives has generated the second-highest return over the past month among Asian currencies behind the yuan, based on the Sharpe ratio that measures risk-adjusted relative returns. The New Taiwan dollar may soon replace its Chinese peer as the region’s favored carry trade tool, analysts say, citing Beijing’s efforts to support the yuan that can create wild swings in borrowing costs. In contrast,
VERTICAL INTEGRATION: The US fabless company’s acquisition of the data center manufacturer would not affect market competition, the Fair Trade Commission said The Fair Trade Commission has approved Advanced Micro Devices Inc’s (AMD) bid to fully acquire ZT International Group Inc for US$4.9 billion, saying it would not hamper market competition. As AMD is a fabless company that designs central processing units (CPUs) used in consumer electronics and servers, while ZT is a data center manufacturer, the vertical integration would not affect market competition, the commission said in a statement yesterday. ZT counts hyperscalers such as Microsoft Corp, Amazon.com Inc and Google among its major clients and plays a minor role in deciding the specifications of data centers, given the strong bargaining power of
TARIFF SURGE: The strong performance could be attributed to the growing artificial intelligence device market and mass orders ahead of potential US tariffs, analysts said The combined revenue of companies listed on the Taiwan Stock Exchange and the Taipei Exchange for the whole of last year totaled NT$44.66 trillion (US$1.35 trillion), up 12.8 percent year-on-year and hit a record high, data compiled by investment consulting firm CMoney showed on Saturday. The result came after listed firms reported a 23.92 percent annual increase in combined revenue for last month at NT$4.1 trillion, the second-highest for the month of December on record, and posted a 15.63 percent rise in combined revenue for the December quarter at NT$12.25 billion, the highest quarterly figure ever, the data showed. Analysts attributed the