Under the single-brand PC business to Goldman Sachs strong notebook shipments are expected Q2 Growth 4%
According to Taiwan media reports, as the major brands including Acer plant, Hewlett-Packard and Dell by the end of March for consumer models of orders strengthened and Goldman Sachs Asia-tech industry, head of research, said Henry King, the world’s second-quarter notebook PC shipments are expected to increase 4%. Of these, Acer and Wistron still the first choice for investment.
Henry King said that the batteries out of stock issues for the NB shipments in the second quarter of the impact is more serious than last year, mainly because it is in the LG battery factory fire, in the fourth quarter of last year by the end of March this year the battery has been to ease the situation of tight supply situation , Together with the NB in the second quarter has always been non-peak season, as well as Japan and South Korea’s Samsung Sanyo batteries in new production capacity is about to be added in March after the expected battery will not have a significant impact on NB shipments.