Beancounters at Digitimes research have added up some numbers and divided by their shoe size and come to the conclusion that the top-5 notebook vendors and top-3 notebook ODMs saw their shipments rise 27 percent and 31 percent a month in August.
While it could mean that the notebook recession is over, the beancounters think that the spike is due to inventory preparation for the year-end holidays in Europe and North America, Windows 10's annual upgrade, and mass shipments of Intel's Kaby Lake processors.
The winner on the notebook front is HP which released some new products in August that successfully widened the vendor's shipment gap by nearly 700,000 units. The number two was Lenovo. HP stayed firmly as the largest notebook vendor in the month. Dell turned its focus to the consumer sector in August, but its shipments only grew a single-digit percentage on month.
Digitimes Research said that Asustek Computer and Acer both saw boosts of 10 percent on-month growths in August.
With HP's significant shipment growth in August, the top three ODMs, which are all suppliers of HP, together achieved higher on-month growth than the top five vendors combined, while ODM's combined on-year shipment growth turned positive for the first time in the past 16 months.
Quanta benefited from HP's orders the most in the month, growing nearly 40 per cent from July.