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@ 2009/08/10The computer market has been chugging along this year despite the recession with the most robust sales in the industry being on the netbook front. That is good news for Intel, who provides the majority of netbook processors on the market.
Research firm IDC issued a report this week that gives some shipment numbers for the CPU market for Q2 2009. According to the report, demand for new computers from consumers and businesses has not increased despite shipments for the quarter improving. IDC also reports that it does not expect back to school PC sales to be as robust as some expect.
IDC analyst Shane Rau said, "IDC believes that ODMs and OEMs have balanced out their inventories and so we can't rely on inventory replenishment to drive market improvements. Instead, we can only rely on what actual end demand really is, and that means we have to be cautious not to be over-exuberant [and believe] that, say, the traditional back-to-school PC buying season will materialize into a bullish second half. It won't."
Research firm IDC issued a report this week that gives some shipment numbers for the CPU market for Q2 2009. According to the report, demand for new computers from consumers and businesses has not increased despite shipments for the quarter improving. IDC also reports that it does not expect back to school PC sales to be as robust as some expect.
IDC analyst Shane Rau said, "IDC believes that ODMs and OEMs have balanced out their inventories and so we can't rely on inventory replenishment to drive market improvements. Instead, we can only rely on what actual end demand really is, and that means we have to be cautious not to be over-exuberant [and believe] that, say, the traditional back-to-school PC buying season will materialize into a bullish second half. It won't."
