Hewlett-Packard’s (HP) decision to split itself into two companies has caused makers in the Taiwan supply to worry that HP’s global notebook market share may drop significantly. HP has dismissed the concerns saying it will maintain notebook operations with 2015 target shipments of at least 31 million units, according to the makers.
Senior vice president Chen Xudong of Lenovo said that the split will afford good opportunities for Lenovo to grab some of HP’s notebook and server customers, the sources said. Some of HP’s Taiwan-based supply chain makers speculate that the split is to pave the way for eventually selling the PC business.
HP is likely to ship 31 million notebooks in 2014, increasing 6.9% on year, the sources noted.