Hewlett-Packard (HP) ordered an estimated 3.2-3.3 million notebooks from Taiwan's top-four ODMs in August 2009, rising by 15% on month, and the volume will rise further to 3.5 million units in September due to seasonality and the launch of Windows 7, according to industry sources.

Inventec landed orders for over one million units from HP for August, while Quanta Computer and Compal Electronics each received around 700,000 units, and Wistron saw August shipments increase by 30,000-50,000 units compared to July, the sources noted.

However, sources from notebook makers expect Acer to become the leader in the notebook market in September with its shipments having a chance to surpass 3.6 million units as market demand for its ultra-thin notebooks and netbooks is rising in both North America and Europe.

Acer could ship over nine million notebooks in the third quarter, narrowing its shipment gap with HP to only 200,000 units, the sources noted.

By: DocMemory
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