Acer chairman JT Wang, in response to upstream supply chain players' concerns that downstream vendors' order volumes in the fourth quarter of 2010 are lower than expected, said that Acer has not changed its shipment guidance for the fourth quarter and it is normal for volumes to be lower at the beginning of the quarter; shipments will pick up at the end of the quarter.

Wang noted that the company will start distributing notebooks with the new Intel platform to channels in December, and also has a tablet PC that will show up in the first quarter of 2011, therefore he is confident the company will increase its market share. He also explained that the order volume drop in October and November was because that the two platforms are currently in the process of transition, and since the reduced orders will help reduce channel inventories, he expects orders will rise at the end of the fourth quarter to refill the gap.

Hewlett-Packard (HP), which originally expected its notebook shipments to reach four million units in November, does not seem likely to have achieved its goal, according to sources from upstream players. The sources forecast that the top-five notebook makers' total shipments will only reach 40.5-41.5 million units, with sequential growth of 3-5%.

By: DocMemory
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