Could the worldwide PC market get out of its downward spiral this quarter? According to a new report from Digitimes, rising notebook sales are currently causing a shortage of notebook components including panels, batteries, and SSD drives. DigiTimes learned about the shortage from “sources from the upstream supply chain,” and the publication also reports that several notebooks manufacturers have increased their sales forecasts and worked to secure their component supply for the coming months:
Several notebook vendors including Hewlett-Packard (HP) and Dell have already increased their notebook shipment forecasts for the second half of 2016 and first half of 2017 recently. Demand for notebooks has also been rising since the second quarter and is growing even stronger in the third quarter due to factors such as low channel inventory, Intel’s new processor and rising acceptance for Windows 10 and consumers starting to replacement their old products. Because of the shortages, vendors have been aggressively securing their component supply, hoping to minimize the impact on their year-end holiday sales.
While many manufacturers introduced new laptops portfolios over the last few weeks, DigiTimes also added that “upstream component suppliers are optimistic about the business opportunities and expect it to benefit their performance in the second half of the year.” We’ll be keeping our eye on the market to see if PCs will rebound, and let us know in the comments if you think this report is on the mark.