Intel has recently decided to hold off the launch of new ultra-thin notebook processors until the third quarter as Acer has halted the production of its ultra-thin notebooks and has turned to work on its new Calpella-based TimelineX ultra-thin notebooks, according to sources from notebook players.
However, whether Intel will launch its new ultra-thin notebook processors will still depend on market demand in the third quarter, the sources noted.
Since most notebook players saw their ultra-thin notebooks account for only 10-15% of their total shipments in 2009, lower than original predictions of 20-30%, the players are reducing their orders to digest existing inventories.
Asustek Computer vice president Tony Chen pointed out that ultra-thin notebook demand from Taiwan and China is strong and the line currently accounts for about 40% of Taiwan's notebook shipments. However, worldwide, Asustek's ultra-thin notebooks only account for about 15% of total shipments.
With notebook players clearing their ultra-thin notebook inventories, the sources expect ASP in Taiwan to drop NT$1,000-3,000 (US$32-95) in the second quarter.
Intel declined the opportunity to respond saying it does not comment on unannounced products.
