What They Say
The top global notebook brands hit a new high in August according to Digitimes Research. HP is said to have been above five million units. Despite a trade ban by the US on Lenovo’s Chromebook, the company has seen its notebook business grow 12% in August. Japan has a GIGA project based on Chromebooks for education and that has helped ODMs, led by Quanta, which is said to be the biggest Chromebook ODM.
What We Think
It will be good if the business can ratchet the good growth this year to maintain volumes in the longer term. (BR)