Samsung Electronics' component orders from June to October 2013 were reportedly only 40% of the Korea-based vendor's original forecast, while Apple's iMac shipments during the same period were also estimated to be 50% less than those in 2012, according to sources from the upstream supply chain.
Some suppliers believe Samsung's notebook shipments in 2013 are unlikely to hit its goal and may only reach about 13 million units, flat from 13.8 million in 2012. However, some suppliers expect Samsung to see shipments decline in 2013.
As for the manufacturing side, Taiwan-based ODMs also saw their revenues suffer an on-month decline in October. Wistron's revenues in October dropped about 20% from September as its major client Lenovo shifted some of its orders in-house.
In additional news, Compal Electronics had an on-year growth of 3.91% in October revenues with the growth mainly contributed by tablet shipments. Wistron suffered an on-year decline of 17.73% in October with tablets being the only product line seeing shipment growth. Inventec had on-year revenue growth of 18.49% in October and shipped 1.63 million notebooks for the first 10 months of 2013. Inventec is expected to ship a total of 20 million notebooks in 2013. |