by Mark Geenen | Jan 12, 2017 | TRENDFOCUS Blog
CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results,...
by Mark Geenen | Feb 22, 2016 | TRENDFOCUS Blog
Notebook production by the top five ODMs were just released (slightly late due to the Lunar New Year holiday), and January’s totals were the lowest since TRENDFOCUS started tracking ODM output back in 2010. January’s volumes plummeted over 30% sequentially, and given...
by Mark Geenen | Nov 17, 2015 | TRENDFOCUS Blog
Notebook production was down in October, but primary because of the factory shutdown due to Chinese national holiday and not because PC demand softened. However, Windows 10 PC system sales have been sluggish to date, and unless there is a miraculous December finish,...
by Mark Geenen | Sep 22, 2015 | TRENDFOCUS Blog
After several dismal months of low notebook production, ODMs finally posted solid gains in August. Notebook production rose double digits sequentially in August due to the combination of back-to-school sales and early builds timed to the Windows 10 launch. This...
by Mark Geenen | Aug 18, 2015 | TRENDFOCUS Blog
Even though the early reviews of Microsoft’s new OS, Windows 10, have been positive, the PC market outlook has been downgraded, and the new figure shows the market contracting over double digits in 2015. PC companies are cautiously optimistic about Windows 10, and...
