Laptop Unit Shipments Closed Q3 With Roar – Barron’s
Pacific Crest Securities
We are introducing a fourth-quarter laptop unit-shipment estimate of negative 6% quarter-over-quarter.
Given material order pull-ins by PC original equipment manufacturer (OEM) customers last month and low visibility into fourth-quarter end-demand, notebook original design manufacturers (ODMs) now expect September to be the peak unit-shipment month for the remainder of the year. Conversations indicate…