Results will be mixed, but with single-digit drops for ODMs

Apr 23, 2013 19:21 GMT  ·  By

The second quarter of 2013 is expected to be a bit easier on IT companies than the first one, the so-called slow season.

Nevertheless, even if overall sales of, in this case, notebooks grow quarter-on-quarter, it won't be thanks to this month.

According to sources from notebook ODMs (original device manufacturers) like Quanta, Wistron, Pegatron and Compal, April will show an on-month decline of up to 10%.

In fact, while Quanta and Pegatron won't suffer much (single-digit drops), the other two will hover at 10% lower shipments.

That would mean 3.7-3.8 million notebooks for Compal (compared to 4.2 million in March) and 2.2 million for Wistron (versus 2.4 mil).

All this shows that brand vendors are holding off until they can place assembly demand for the generation of Intel Haswell-based notebooks scheduled for June.