According to a new report from Digitimes, Apple’s iPhone and iPad products have caused a slump in the performance of notebooks in the second half of the year. Apple’s iPhone 6 and iPhone 6 Plus are reportedly having a negative impact on other smartphones and PC market given the increase in display.
“Since August, demand for notebooks has only seen a slight growth because sales in China have not been as strong as expected by consumers waiting for Apple’s new smartphones,” according to the report.
Additionally, the downturn is attributed to weaker than expected replacement trend in the Enterprise sector after Microsoft had discontinued support for Windows XP.
“Since the impact of Apple’s mobile products is expected to continue in the fourth quarter, many notebook vendors have already reduced their orders from their manufacturers for the quarter to avoid inventories building up,” Monica Chen and Joseph Tsai report for Digitimes. “Even though Intel and Microsoft have cooperated with Dell, Hewlett-Packard (HP), Asustek Computer, Acer, Lenovo and Toshiba to release a series of Core M processor-based 2-in-1 devices and US$199-399 10- to 15-inch inexpensive notebooks, these products are unlikely to be able to attract demand in the fourth quarter or the first quarter of 2015.”
