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Groundhog Day

On February 2, Punxsutanwney Phil, the most famous groundhog, emerged from his hole and saw his shadow, declaring six more weeks of winter. This U.S. folklore was made into a comedy movie in the early 1990s starring Bill Murray. In the movie, Bill Murray, a television weatherman goes to Punxsutawney, Pennsylvania, on Groundhog Day to […]

Just Like Old Times Again

CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results, too. Although these markets are seasonally more robust in the second […]

Notebook sales need miracle December

Notebook production was down in October, but primary because of the factory shutdown due to Chinese national holiday and not because PC demand softened. However, Windows 10 PC system sales have been sluggish to date, and unless there is a miraculous December finish, PC market will be down around 10% Y-Y. November production is expected […]

The Notebook PC market is not collapsing!

After several dismal months of low notebook production, ODMs finally posted solid gains in August. Notebook production rose double digits sequentially in August due to the combination of back-to-school sales and early builds timed to the Windows 10 launch. This positive momentum should linger through September and potentially through the rest of 2015. And given […]

Still bullish on the HDD market

Even though the early reviews of Microsoft’s new OS, Windows 10, have been positive, the PC market outlook has been downgraded, and the new figure shows the market contracting over double digits in 2015. PC companies are cautiously optimistic about Windows 10, and thus notebook PC build orders have been very conservative to date. Seasonally, […]

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